Tracking & Scheduling

Visual Tracking System

Noteflow offers tracking and schedule management features that enable users to keep track of loan-related tasks and milestones with ease. These features may allow users to monitor progress and stay on top of deadlines, improving efficiency and reducing the risk of missed deadlines.

Visual Tracking System

Pre-Defined Task Scheduling

Noteflow has a built-in task scheduling system that is designed specifically for the mortgage servicing-related work requirements per each state. This feature enables users to easily submit, assign, and perform tasks related to performing and non-performing (default) loan management and servicing, while ensuring compliance with state-specific regulations and requirements. By offering a customized scheduling system for each state, Noteflow helps users improve efficiency and accuracy while reducing the risk of errors or oversights. Additionally, by providing users with easy access to task schedules and milestones, Noteflow helps its users to stay on top of their loan management processes and ensure timely completion of all necessary tasks.

Pre-Defined Task Scheduling

Updating Task Scheduling

Noteflow allows users to override default scheduling data with new due dates. This feature may be useful in cases where users need to adjust task schedules due to changing circumstances, such as unexpected delays or changes in priorities. By enabling users to adjust scheduling data as needed, Noteflow help users stay flexible and responsive to changing business needs, while ensuring that all necessary tasks are completed on time.

Updating Task Scheduling

Work/Task Completion

Noteflow allows service providers to easily update the system with the completion status of a task or service, and provide proof of delivery through document upload or by attaching a custom form.

Work/Task Completion

Custom Forms

Custom forms are designed to capture additional data related to a specific task or service. These forms can be created by the asset manager or service provider, and can be attached to a completed task to provide additional information or documentation. The custom forms are customizable and can be tailored to meet the specific needs of the user or business. This allows for a more streamlined and efficient workflow process, as all relevant information is captured and tracked within the Noteflow platform.

Custom Forms

What our customers say about us

“ This will be a game-changer in the Default/NPL space, as no other commercially available product exists in terms of connectivity, functionality, simplicity or price “

Midwest Legal

Service Provider

" Noteflow integration to our existing software allows us to do more without increasing our staff "

Central Investment Fund

Asset Management Company

" I have yet to encounter a technology solution for NPL's as robust, timely, and relevant as Noteflow "

Caballero Lender Services

Asset Manager

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