Compliance

• Manage your deadlines and capture important dates.

Emails

• Access your Gmail or Outlook emails without leaving your application.
• Read, manage and prioritize your emails and calendar within WyzeWaze.

Documents

• Emails are connected to your documents, tasks, transactions and case management files.
• Email attachments are saved and synced to the appropriate file.

Notifications

WyzeWaze’s intuitive technology will notify you if we cannot recognize and an email contact and prompt you to add them to your CRM and classify them for future follow-up.

Integration

WyzeWaze’s calendars and tasks also integrate with Google and Outlook. This enables you to enter appointments and tasks in either application.

Document Management

• WyzeWaze’s document automation software helps provide efficiency, control and helps reduce risk.
• Create digital transactions; store and organize the data in the cloud.

Template Library

• Extend by building your own library of forms and documents for data flow and scalability.
• Required Forms are completed in the Application.

Custom Templates

• Import your file data directly into the applicable document from your template library with a click of a button eliminating the need for re-keying data.
• Brand the important documents with your name and image/logo.

e-Sign

• WyzeWaze Rotunda is transforming how paper-based “transactional” industries operate and communicate and is responding to the need for an on-demand collaborative ecosystem.
• Collaborate with anyone in real time.

Task Checklists

• Secure digital signature for Compliance, convenience and productivity gains.
• Powerful and intuitive e-signature solutions to not only record signature but also allow users to update document before signature.

3rd Party Portal

All parties to a transaction can review, receive and input documents, in real time, within a highly secure collaborative environment. This will eliminate untimely calls and emails and increase productivity and streamline the pre-closing process.

Notification

• The document owner can invite the lender, client, attorney, brokers and title companies to view the documents for transaction that they are a party to.
• All parties will receive automated email notifications that their file status updates in the Rotunda.

Easy Integrations

Includes out of the box integrations for simple, intuitive and easy to use mechanism to exchange data and content.

Integration Partners

Seamless integration with different applications including Gmail, Google Drive, Outlook, Zillow, Dotloop, MailChimp, Title Production Software, and many more.

Robust Security

• We protect your data, content and documents with 128-bit SSL or AES-256 encryption standard as applicable.
• Military Grade Security to increase security of sensitive data !

Secure Access

Secure access to the application and Entitlements.

Audit

• Adheres to industry standards for security and document management, to protect clients interests with a secure and auditable evidence of record.
• Activity logging and monitoring.