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Rexera Q1 Product Updates 2024

Product Updates,
Published: Apr 12, 2024
  by Editorial team
blog

We are back! And our team has kept busy upgrading Rexera’s platform.

Yes, Rexera! Since our last update, InspectHOA changed its name to Rexera and naturally, there was a lot to revamp. 

We stayed true to our main focus, though, and that’s building improvements based on customer feedback. We want your HOA workflows to go as smoothly as they can. 

Here are some of the most important updates we introduced in Q1 of 2024.

The Property Address Is Now Moved to the Order’s First Page

product updates q1 2024-Changes to the Ordering Functionality in the Client Portal design-

Another important update—we have shifted the address field to the first page of the order creation process. 

This allows us to conditionally show state-specific documents (in the case of local names for closing documents). 

Additionally, the document list in order creation now also contains sub-headings for easier navigation: Escrow Documents, Lender Documents, and Other Reports.

Highlighting the ETA in the Portal Based on Due and Closing Dates

product updates q1 2024-Highlighting the ETA in the Portal Based on Due and Closing Dates design-

To make sure exceptions in ETAs are clearly flagged for clients, we have made a few changes to the client portal.

In the View Orders page, a new ETA column is introduced with the following coloring logic: 

  1. The ETA is green if it’s on or before the due date, 
  2. Light orange if it exceeds the due date but falls before the closing date, 
  3. And red if it is on the closing date or later

The pizza tracker in Order Details mirrors this enhancement, flagging the ETA with coloring (green, light orange, red), and special text, ensuring clients stay well-informed about order timelines.

Merge Functionality

product updates q1 2024-Merge Functionality-design

We have built a special feature that will ask the clients if they want to merge their new order request with an existing order if there is a duplicate found. 

The idea is to allow clients to add new document types to an existing order without having to place two separate orders for the same property address. 

The feature is different from the “edit order” functionality as the merge feature allows different users from the same team (if the client has a team-based structure) to work in the same order. 

This will allow you to have one combined invoice at the end of the closing, not losing track of all the document fees. 

Invoicing History Summary per Property Address

product updates q1 2024-Invoicing Summary per Property Address- design

We bring organization to another aspect of your orders’ management. We’re introducing an address-based invoice summary. 

Now, through an automatically generated PDF, you get a summary of all invoices across the same property address. 

This summary allows you to keep track of the fees on each closing in one place, staying organized while working on multiple transactions. Best of all? The feature is available for all clients at no extra cost. 

New Counterparties Added to Order Creation 

product updates q1 2024-New Counterparties Added to Order Creation-design

As per your feedback, the order forms now include more party fields so everyone working on the closing can be swiftly informed of its progress, or weigh in on important updates. 

The following new fields are now available during the order creation:

  • Listing Agent Email
  • Buyer Agent Email

You can enter multiple emails in these fields (separated by commas) and any other transaction coordinators will be looped in. The agent fields are available for all orders and the fields can be made mandatory for every order creation based on your needs.

And That’s a Wrap

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With that, we conclude our first quarterly updates. We’ll be bringing you our next updates at the end of Q2 but until then we are all ears. What else would you like to see our portal streamline for you? 

Share your thoughts, questions, and comments with our product team at updates@rexera.com.

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Katie Zorn, Ambassador, Hankin & Pack
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I couldn't do my job without you
You all rock! Seriously. I do see all the hard work you guys do. This job isn't easy. I couldn't do my job without you guys so I mean it when I say YOU ROCK!
Katie Zorn, Ambassador, Hankin & Pack
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Brad Honn, Senior Director of Escrow and Title Operations, Homeward
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Worry-free closings
“As we all know, HOA issues can really blow up and cause a lot of problems for closing. So it helps us all sleep better knowing that there is not going to be a problem, or anything we forgot on the order, or an update that we forgot to complete before closing the transaction. Because we have a great partner Rexera (formerly InspectHOA), making sure that those things don’t happen to us.”
Brad Honn, Senior Director of Escrow and Title Operations, Homeward
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Kacie McAteer, Vice President, Ideal Title Agency
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They always go the extra mile
"Rexera (formerly InspectHOA) is simply above the rest when it comes to our HOA needs. Their portal is perfect, their communication is constant, and they always go the extra mile in order to meet our deadlines and impress our customers. I would highly recommend them to everyone in the title insurance industry. Thank you Rexera for all that you do!"
Kacie McAteer, Vice President, Ideal Title Agency
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Lori, Escrow Support Supervisor
A huge win for us
"Your team discovered the lien and let us know so we were able to get the payoff statement. We were also able to revisit the research and find the recorded lien.

This is a huge win for us – so THANK YOU for all you do!"
Lori, Escrow Support Supervisor
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Diana Casella, Ideal Title
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A vendor that cares
"We’ve only been working with you all for a little while, but so far my team is singing nothing but praise and relief at finally having a Vendor that cares about these files as much as we do. "
Diana Casella, Ideal Title
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Michelle Rose, Partner, Closing Day Settlements
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Number #1 for efficiency
"I highly Recommend Marina Hubenova and sending all orders to Rexera (formerly InspectHOA). I love sending all my orders through their client portal or in Qualia. They are number #1 with efficiency and detailed reports. I never think twice on placing my orders with them. "
Michelle Rose, Partner, Closing Day Settlements
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Shawna Hernandez, Director of Escrow Operations, Endpoint
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A partner for innovation
"We are constantly tweaking and refining our processes, so we needed a reliable partner that would go along this journey with us. And Rexera (formerly InspectHOA) is exactly that."
Shawna Hernandez, Director of Escrow Operations, Endpoint
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Cristina Sadler, Escrow Officer, TransCounty
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A way to take back control
“I was worried the job wouldn’t get done, but it always gets done! It’s worth it; it’s beyond worth it!"
Cristina Sadler, Escrow Officer, TransCounty
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Scott Young, EasyKnock
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A solution to a historical problem
"Rexera (formerly InspectHOA) has been an instrumental partner in mitigating risk and creating efficiencies in our acquisition process. They are the solution to a historical problem that title companies and other vendors face in every transaction."
Scott Young, EasyKnock
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