At McSteen, our purpose is to secure the land where we live, work, and play through the unparalleled delivery of a customer-crafted experience and innovation. How we do what we do is as important to us as what we do.
To that end, earlier this year we rolled out the use of Survey Tracker to enhance the experience of our title and lending partners with ordering, tracking, and viewing invoices for mortgage location, SLR, and inspection requests.
Key Features + Benefits of Survey Tracker
- 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.
As we look back at the first year of implementation of Survey Tracker, we are pleased to see that more than a third of our clients are utilizing the software platform to place and track orders with our team.
Of course, we understand that not everyone likes to work in the same way. Our clients are always welcome to email us their orders, or some choose to submit via a third-party platform like Qualia. Whatever works for you, works for us! That’s what we mean when we say we offer a customer-crafted experience.
As for Survey Tracker, if you haven’t already created your account, but it sounds like something you might be interested in, we have resources to help you get started.
Getting Started with Survey Tracker
This video will walk you through how to create an account. When you are ready to do so, visit the Survey Tracker Request an Account Page or click on the Log In button on the top right of McSteen.com.
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.
We are proud to be a trusted partner for land services for our clients, committed to the highest level of customer service while embracing technology and innovation to be more efficient and easier to work alongside to ensure successful real estate transactions.