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Description
The ConvergePoint Conflict of Interest Disclosure software provides an all-encompassing platform for handling COI disclosures and addressing conflicts that may arise in your organization. This user-friendly software enables employees to independently submit their disclosures for various activities, including those related to gifts and entertainment, while also allowing them to fulfill the annual disclosures mandated by the compliance department. Additionally, this ensures that organizations maintain transparency and adherence to ethical standards.
Description
The software streamlines the creation and printing of HUD-1 and HUD-1A RESPA Settlement Statement forms, performing all necessary calculations such as tax prorations, interest assessments, recording fees, loan discounts, aggregate escrow adjustments, and more. As data is input, all figures are updated in real-time, ensuring accuracy and efficiency. A closing disclosure consists of five pages that detail the final terms of the selected mortgage, including loan specifics, estimated monthly payments, and the total fees associated with obtaining the mortgage. Our automated software expedites the preparation of this closing disclosure, recognizing the importance of your time. It also facilitates the transfer of common information across various forms, which helps eliminate repetitive data entry. You can produce professional, federally compliant closing documents that are laser-quality printed or easily converted to PDF format, enhancing both the appearance and functionality of your documentation. By using this software, you can focus more on your clients and less on paperwork.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft 365
Microsoft SharePoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$99 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ConvergePoint
Founded
2001
Country
United States
Website
www.convergepoint.com
Vendor Details
Company Name
National Software
Country
United States
Website
www.lawfirmsoftware.com
Product Features
Conflict Checking
Case Management
Client Database
Data Import / Export
Full Text Search
Indexing
Phonetic Search
Preemptive Conflicts Search
Relationship Tracking
Product Features
Bankruptcy
Bankruptcy Case Management
Calculators
Calendar Management
Client Management
Critical Date Alerts
Document Management
Electronic Filing
Exemption Management
Forms Automation
Legal Forms Library
Task Management
Time Tracking