Our new software platform is designed to enhance the experience of our title and lending partners with ordering, tracking, and viewing invoices for mortgage location and inspection requests.
Key Features + Benefits
- Effortless Order Placement: Streamlines the ordering process, ensuring a hassle-free experience from start to finish.
- Real-Time Tracking: Keeps tabs on your requests with real-time tracking, allowing you to monitor the progress of surveys and inspections at your convenience.
- Instant Invoice Access: Provides transparency and efficiency in managing your billing by providing access to view your invoices with just a few clicks.
- Improved Communication: Allows enhanced interactions with our team, fostering quicker response times and smoother collaboration.
Getting Started
New Users
Create an account by visiting the Survey Tracker Request an Account Page or click on the LogIn button on the top right of McSteen.com
Ordering a Mortgage Location – From the Dashboard
- Begin MLS Order
- Enter Email Contact
- Verify Address
- Enter Additional Client Data as needed
- Include Legal Attachment
- Select MLS Product Required
- Timeframe
- Verbal
- Hold Until
- Field On
- Finish By
- Review Summary
- Save as a Draft or Submit
What’s Next?
In the coming months, we have exciting plans to enhance your experience even further. We’ll be rolling out additional training videos that delve into the advanced capabilities of the system. Whether you’re a seasoned user or just getting started, these resources will empower you to make the most of Survey Tracker.
