Earl R. Whaley & Company’s proprietary insurance tracking system sets the standard. Our tracking system was developed with input and recommendations from our valued customers over the past four decades. Customer Service Representatives personally review and process every insurance document received and provide insight and feedback to each of our clients.
Our in-house tracking system allows us to control the level of service provided to our lending partners, rather than using third party providers. With programmers on staff, we are able to customize and design a tracking process to fit the needs of your lending institution. Our system allows quick access to current insurance status, history, reports, and notices, all in a real-time environment. When you partner with Earl R. Whaley & Company to outsource your insurance tracking, not only do you manage your costs, but you have experienced professionals managing your potential risks.
- Proprietary In-House Tracking System (not outsourced)
- Multiple Insurance Submission Options
- Document Entry & Imaging
- Regulatory Compliant Borrower Notifications
- Communications with Borrower and Agents
- Online Access to Documents, History, Financial Transactions
- Management Reports
- SOC 2 Audit (SSAE 18)