AgendaAnnouncements1

Service Spotlight - eFiling2

A3

4

Mobile App Demo5

Expanded Person Search6

Account Reviews/Survey

New Transaction – Add Hold

AgendaProduct Road Map7

8

9

Q&A/Wrap-up

Welcome Attorneys/Trustees

• Law Offices of John D. Clunk (OH)• Clunk, Hoose & Associates (FL)• Clunk, Paisley & Associates (KY)

• Seale, Smith, Zuber & Barnette (LA)

Welcome Attorneys/Trustees

• KML Law Group (NJ & PA)

• Marinosci Law Group (AR, CT, FL, IN, MA, MS, NH, RI, TN, TX)

Welcome Vendors

• Tempo– Servicer Platform Integration

• Fiserv, LSAM, Fannie Mae SMDU, BlackBox Logic, others• New Transaction Types – BPO, Valuation, etc.

– Re-sell NetDirector Premium Services– www.isgn.com

Welcome Vendors

• Time Share Network– Servicer Platform Integration

• National Attorney Network

– Re-sell NetDirector Premium Services– www.wyndhamworldwide.com

Welcome Vendors

• JM Serv-Us– Nationwide Service of Process– Heather Newman, Operations Manager– hnewman@jmserv-us.com– http://jmserv-us.cottagedesign.com/

New Team Member

• Jennifer Lickenfelt

– Quality Assurance Analyst

• Ensure Application Accuracy

• Create Test Plans

– jennifer@netdirector.biz

– 813-440-2227 ext. 12

New Team Member

• Wismick Jeanphillipe

– Integration Analyst

• Customer Support

• New Customer Implementations

• Account Management

– wismick@netdirector.biz

– 813-345-4052 ext. 8

New Team Member

• Gretchen Borer

– National Account Manager

• New Business Sales

• Client Relationship Manager

– gretchen@netdirector.biz

– 813-343-0971 ext. 14

New Team Member

• Paul Myers

– Integration Analyst

• Customer Support

• New Customer Implementations

– paul@netdirector.biz

– 813-343-0814 ext. 13

New Team Member

• Michael Perfeito

– Integration Analyst

• Customer Support

• New Customer Implementations

• CMS Connect

– mike.perfeito@netdirector.biz

– 813-343-2257 ext. 15

Firm Solutions

Florida E-Filing Made Easy

What is E-Filing?• The filing of electronic documents instead of delivering physical

paper documents to the court.

• Involves the application of county-specific requirements

• Documents are submitted electronically via a statewide web-portal

• Required by all counties and practice areas, including default law.

How it Works

Current Difficulties• Counties use their own discretion regarding filing rules:

– Document organization– Naming conventions– Methods of filing– Potential requirement of e-service– Varying payment methods

• 67 FL Counties = 67 Filing Rules

• There are over 1,000,000 combinations of non-standard drop downs for Foreclosure options alone

• First filings could take up to 45 minutes each, assuming the firm can handle document assembly and keying

• Necessary process to manage rejections

Available Solution -CourtXpress

• Firm Solutions has performed over 100,000 transactions over the last 18 months

• CourtXpress is fully integrated with the E-Portal – through an exclusive Audit and Submit technology

• We have expertise in all Florida counties with low rejection rates

• Our advanced technology and workflow engine can split, merge, order, and rename documents specific to county requirements

• Alleviate the burden from your internal staff and mitigate risk

CourtXpress• At Firm Solutions, we provide:

– Seamless roundtrip process from your firm to the E-Portal via NetDirector

– Confirmation number, fee elements, and case numbers returned electronically which means no re-keying into CMS

– Print screen of confirmation page and summary pages included in one single PDF

– Advanced reporting on submissions, rejections, filings and substantive key metrics (E-Portal will not have this information)

Implementation• NetDirector automation - 1 Request, 2 Responses

• Streamlined onboarding process – directly from firm or through PROVEST, TSI Investigations or other NetDirector Process Servers

• Logins and financial information controlled by firm

• Simplified “per piece” cost structure with volume discounts

• Maximize your internal resources (substantial ROI)

CourtXpress SampleView

Document Assembly

CourtXpress- Organized Workflow

CourtXpress- Email Management

Contact Information

Harrison TroppDirect: (813) 397-1463Cell: (813) 966-8144www.firmsolutions.us

Account ReviewsCustomer Service Focus

• Goals− Overview of current transactions

i. Typesii. Platformsiii. Errors

− Review of potential transactions− Current Issues/Pain Points− Review of Analyst/Customer Support− Review of Contact/Notifications− Demo of Customer Web App− Action Plan and Next Steps

Account Reviews

• Pricing– Free of charge

• Schedule Review with:– Darren Meiggs– 813-345-4634 – darren@netdirector.biz

SurveyCustomer Service Focus

• Engage Customer for Service Quality Feedback

• Customer Satisfaction Survey− Take 3-5 minutes to complete− Will be sent out in a couple of weeks

• Multiple Prize drawings for completion of survey

New Transaction

• Add Hold– Request a file be placed on hold– Replaces manual process within LPS Desktop

and Vendorscape

New Transaction

• Manual Process on Vendor Platform– Log into Platform– Lookup file– Locate Add Hold section– Request hold

New Transaction

• Sample XML<?xml version="1.0" encoding="ISO‐8859‐1" ?><TRANSACTION ITEM_GROUP="Servicer Cross Reference Code " ITEM_IDENTIFIER="Loan Number"RECIPIENT_ID="Your code for LPS"SENDER_ID="Your Attorney Code" STATE="**" SUB_TYPE="*" TRANSACTION_DATE="2013‐02‐19"TRANSACTION_TYPE="ON_HOLD"><HOLD><CASE_ID>411673051</CASE_ID><HOLD_REASON_DESCRIPTION>Our judgment was sent to court for filing on 4/18/2013.  We anticipate judgment entry within the next 30 days. Please note that the entry timing remains wildly   inconsistent within the State of Indiana.  We will continue to follow‐up with the Court for entry every 2‐3 weeks and update you immediately upon receipt of the same.   </HOLD_REASON_DESCRIPTION><START_DATE>02/19/2013</START_DATE><PROJECTED_END_DATE>02/27/2013</PROJECTED_END_DATE><REFERENCE_NUMBER>061469F03</REFERENCE_NUMBER><REASON>Code Violation</REASON><SEND_INTERCOM>false</SEND_INTERCOM><USER_NAME>NDIRECTOR</USER_NAME></HOLD></TRANSACTION>

New Transaction

• Add Hold– Eliminates manual web site search and CMS data entry– Improves timeline management and servicer scorecard– Increases resource capacity

• Implementation– Please contact your integration analyst

• Pricing− Each hold request counts as 1 base transaction

Mobile App• V1.0 General Release – Summer 2013• Features

– System Status– Monitor– Search transaction queue, log and errors– Resend from transaction queue, log and errors– Suspend all transactions– Suspend transactions by transaction type and/or participant– Switch participant for multi-participant users

• Demo

Features• Login

– Remembers your email/login

– Allows you to reset your password

Features• System Status

– Allows multi-participant users to switch participants

– Allows you to put transactions on hold

– Displays a system status which my be filtered by transaction type

Features• Hold Transactions

– Place transactions on hold by transaction type

– Place all transactions on hold (Suspend All)

– Place individual transaction types on hold by participant

Features• Searching (Queue, Log, Errors)

Features• Search Results Details

– Shows return text and transaction properties

– Allows you to resend an item

Features• Monitor

– Displays total queue, log and error transactions in the system

– For multi-participant users, the monitor shows information by transaction type for each participant

– Filtering by queue, log and errors is to be added

Person Search

• Available Today– Military Search– Bankruptcy PACER (National)– Bankruptcy PACER Plus - New!– SSN Finder– Death Search– Address Search– Accurint by Lexis Nexis

Person Search

• Under Consideration• National Court Records:

– Bankruptcy Search– Combined Bankruptcies, Tax Liens and

Judgments – Eviction Search– Federal Docket Search

New Service• Bankruptcy PACER Plus – LIVE!

– Regional (local) PACER searches– Check in multiple states– Use on demand, upon receipt of referrals and

prior to sale

• Ability to specify state(s)– Search all regions in that state(s) before/after national search

• Open Regional cases are returned with docket– A search screen is not provided on regional cases– Response includes region with open case

• Requirements– Must supply full 9 digit SSN in request– Must specify state(s) in new element

• Benefits– Security at critical stages in foreclosure– Minimal changes to existing transaction

• Pricing– Request/Response/Document Transaction

• $.35 per transaction – includes (1) request/response/document• Additional documents at standard rates

Person Search

• Address Search:– Rename to Name & Address Search– Provides all AKA/NKA’s on SSN provided– Chase new directive requires Military Search on

all AKA/NKA’s– Price: $1.00 per transaction

Person Search

• Court Record Transactions:– Request/Response XML Data– Request by name, name and SSN, SSN only,

name and address, etc…

Bankruptcies, Tax Liens and Judgments

• Bankruptcies– Returns a variety of information which may

include debtor name & address, additional debtors, file numbers and dates, court locations, assets & liability amounts & type of bankruptcy.

Bankruptcies, Tax Liens and Judgments • Tax Liens

– Return may include all tax liens, docket numbers, amounts of liens, court locations, SSN or FEIN & address of debtor.

• Judgments– Returns judgment date, court location, initial

amount, filing type, docket number, plaintiff information, and address on file for debtor.

Eviction Searches• Search Description National database of

evictions. The search is not limited to addresses provided by the applicant, but also includes undisclosed address information.

Federal Docket Searches• One of the following: criminal, civil, bankruptcy, appellate or all.• Sample partial XML Response:

– <search>docket</search>– <customer_reference– <last>MITNICK– <first>KEVIN– <region>00– <type>criminal– <name>MITNICK, KEVIN– <court_code>ncedc– <case_number>5:1995cr00037– <filing_date>03/09/1995– <close_date>07/05/1995– <case_name>USA vs. MITNICK</case_name>

Person Search• Court Records – Preliminary Pricing:

– Bankruptcy Only: $1.00– Combined BK, Lien & Judgments: $2.50– Eviction: $2.00– Docket: $1.00

Product Road Map

• CoreLogic– VendorScape

• SCRA Tasks – Waiting on bug fix• CITI Tasks – Waiting on bug fix

– Service Gateway • CITI Document Upload – Under

Consideration

Product Road Map

• LPS Desktop– Version 3 coming in Q2/Q3 2013

• Additional Workload Web Service– Enhanced Event Completion

– Version 2 Available Transactions• Invoice Management – LIVE• Document Upload - LIVE• Reprojection Request - LIVE

Product Road Map

• LPS Desktop– Available Transactions

• Add Hold Request - LIVE• Add Note – LIVE• Issue – LIVE• Fees & Costs – LIVE• Launch Process – LIVE

– Signature Required– FC SCRA Review– Judgment Figures– 65 other types available

Product Road Map

• ISGN LenStar– Referrals/Events/Messages - Available– Web Service – LIVE

• Improved Performance

• ISGN Tempo New Platform!– Converting LenStar Clients

Product Road Map

• Clarifire (SunTrust) New Version under development– Referrals – File Received Event

• Ocwen RealTrans– FC Referrals– BK Referrals– Referral Letter

Product Road Map

• Freddie DCS – New Platform!– Converting to ADR 6/1/13– All ND Clients will be converted

• Additional data elements may be required

Product Road Map

• ServiceLink Fusion – Coming Soon!– Referrals– Events– Documents– Messages

Product Road Map

• Target Release – Q2/Q3 2013• For FNMA Selected Firms Only• Initial Transactions – Orders/Referrals:

– Closing– Eviction– Title

Product Road Map

• Client Systems – under consideration– RES.NET– Vendor Resource Management (VRM)

Wrap-up

• Next Meeting– August 22, 2013 - 2:00pm EDT

• Questions/Comments– Harry Beisswenger– 813-774-4797 – harry@netdirector.biz