Track With Ease

Transaction management connecting clients, documents, and tasks in one place for the modern lawyer, broker, title, and mortgage professional.See everything together in one spot. Never waste time again searching for a file or a contact: Imagine all the paperwork and documents for a file neatly organized at your fingertips. All your clients, partners, and contacts together in one place that you can get to easily. End the back and forth once and for all: Now you can finally eliminate the hassles of sending paperwork, revisions, and comments back and forth. TWE lets everyone collaborate on a file from start to finish – all in one place. Easily turn comments, questions, or to-do lists into tasks for others to do and stay informed. Keep clients and partners updated automatically, real-time: Imagine your clients being informed about the status of their files before they contact you for updates. Now when something happens on a file, everyone will automatically receive any updates you want to share with them. Gain more clients without doing anything extra: TWE helps you stay top of mind with your contacts, so they call you first with the next referral. It can keep your contacts and referral sources updated with your most recent news, blog posts, and social media updates. Stay legally compliant: Have all of your records stored securely with bank-grade security for your retrieval online. As soon as you’re done with a file, you can choose how long you want to store it for legal compliance. Whenever you have a request for anything from years ago, it’s available for you with the click of a button. eSignatures easier than sending an email: TWE lets everyone e-sign documents quickly and without the printing, scanning, and uploading. Easy to use: Access it from anywhere, anytime. It’s the industry’s most friendly and easiest-to-use interface. It’s mobile compatible so there’s no limit on where you and your clients can access your information.