TrueFile™ Hub
Every file in one place. Every task with the right person.
I ran my office on a project board, two spreadsheets, a folder of portal tabs, and whoever remembered. The information was always somewhere. It was never in the same place twice.
The Hub keeps one record for each file, from the assignment email to closing, and gives everyone on your team a to-do list built from it. Nothing lives in someone’s inbox anymore.
Included in the Solo and Staffed Broker plans.
On every file
Open a file. It’s all there.
Not links out to five other places. The file itself. Most of it fills in on its own. You confirm. You don’t type.
The assignment.
Everything the client sent, on the file the day it arrives.
Inspections.
Scheduled by that client's rules, not your memory.
Utilities.
Every account, and every bill or notice lands where it belongs.
Bids and work orders.
From request to final invoice, the numbers stay tied together.
Packages.
Every reimbursement, what it's worth, and how long it's been out.
The history.
Who did what, and when. Every change, named.
What needs you
Your morning, sorted.
Work goes to the role that owns it, so nothing stalls when someone’s out. Your day is grouped by portal, so each login is one sitting.
Everything is due before the client’s deadline, because in REO, on time is late.
Moving in
Bring the spreadsheet you already keep.
Import your active files, confirm each one, and you’re running. After that, the assignment email does the data entry.
Your directories
Your clients and AMs, linked.
Open a client to see their AMs. Open an AM to see who they work for. When an AM moves, the file keeps its history. Your contacts are yours alone.
Why it matters
Real files make real numbers.
Run your files in the Hub and your cost numbers stop being estimates. They come from what actually happened in your office.
Where it stops
What the Hub won’t do.
It doesn't work inside a portal.
It gets the run ready. A person does the work and marks it done.
It doesn't send anything.
Every email is a draft in your own mailbox.
It doesn't guess a schedule.
If it doesn't know how often a client wants inspections, it asks you once.
Join the TrueFile™ waitlist
Name, email, firm, phone. That's all. We'll email you when your segment opens.