Mortgage Loss Draft Inspection Automation Testimonial

Another satisfied EZ Inspections client.   Read how Pat Neff & Associates has utilized EZ Inspections to their benefit.


EZ’s automation process for Loss Draft Inspections has enabled our company to deliver on time and accurate results to our clients. Because EZ’s system is creating and attaching order documents to this order type, we can import loss drafts into our system and dispatch them quickly to the field. Automation also means less human error. When a human being is creating and tracking Loss Draft Inspections, there is always a risk that one could be missed, incorrect information could be placed on the order, or correct order documents may not be attached.

All of these examples can slow down the turnaround time for this inspection type. The same sentiment can also be applied to providing updates to the client in regard to scheduling. The appointment tracker on each order helps our office monitor daily calls and appointments. When an inspector saves an update/appointment on the appointment tracker, it does not matter the time of day, the update will deliver to the client expediently. If a human being is entering the updates, this action may only take place once or twice a day. Many call attempts to homeowners are made in the evenings after the end of normal business hours. Automation has made it possible for those updates to go directly to the client’s system, so they are there at the start of business the next morning versus waiting for a person to enter those updates.

One of the best features of EZ’s automated process for Loss Draft Inspections is the inspector’s ability to capture the homeowner’s signature in the field. The client signature sheet is then generated as a legible PDF or JPEG file. Prior to this enhancement, inspectors would forget to print the signature sheet for the appointment which would require them to go back to get the homeowner’s signature thus delaying the processing of results to the bank. Inspectors would also provide illegible copies of the signature sheet, so those orders would also become delayed until we could get the inspector to provide a more clear copy.

We saw the full benefits of the automated loss draft process in the months following Hurricane Harvey. This natural disaster caused an unprecedented surge in volume for loss drafts. Our office and inspectors could have never handled this extreme increase without EZ’s Loss Draft Inspection automation. Loss Draft automation allowed us to provide excellent on time service to our clients. Our industry is enhanced by technology developments like EZ’s automation for Loss Draft Inspections.

Dwain Neff

Pat Neff & Associates

What’s New in 2018

2017 is just behind us and there are already some exciting things happening in the new year. EZinspections & Preservation is working closely with a number of our national partners on system enhancements that will provide additional efficiencies to your business.

At a December meeting in Austin TX, EZ management met with representatives of Assurant Field Services and discussed the following

  • Assurant has a number of new clients in their pipeline and anticipates their volume increasing in the coming months
  • EZ enjoys an exclusive relationship with Assurant as it relates to third party inspection and preservation software platforms
  • EZ will be working closely with Assurant on automating more of their field services

2017 also saw a significant amount of effort and progress being made to successfully complete the full integration with Altisource, another major national partner of EZ. The full integration brings much smoother order download and result upload for EZ users who perform work for Altisource.

In addition to Assurant and Altisource, EZinspections & Preservation will continue to work with all of our partners on further streamlining field service processes, with a focus on automating loss draft inspections. On that note, EZ is now fully automated for MCS loss draft inspections. We are also working with several new national partners to bring more volume to the EZ platform.

This is just the beginning for 2018. We will continue to work on ways to improve our platform that in turn will help you manage and grow a successful field service business.

5 Productivity Boosting Features


1.  Upload a client order list from Excel to research on

Did you ever receive a list of jobs from a client needing some information and wonder how to research the list efficiently? In EZ, you can easily upload the list and do whatever you want on the orders.

2.  Combine search result sets using ‘buffer’

How do you create a job list that includes jobs dispatched to John Doe or to Jane Doe? Use EZ’s buffer feature.

3.  Import client’s paid job list

Receive paid lists from client as a text, Excel, or PDF file? How do you efficiently set these jobs as paid? Use EZ’s client pay import feature.

4.  Save property’s geocode on mobile app at the property

How do you record the property’s real location for future routing, if the address turns out to be incorrect? Save the geocode to EZ mobile app at the property!

5.  Crop, rotate and blur photos online

Ever need to massage a photo uploaded by a field rep? EZ’s photo editing tool lets you crop, rotate, blur and more!


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Create a Rock Star REO/BPO Team!


In your business you have to communicate and collaborate with many different people.  This can be a cumbersome task, especially when it comes to the inspection process.

This is where we make you look like a rock star!

  • Comp pullers can upload comp and tax PDF files to EZ, and have QC and data entry staff review and submit to your clients.
  • Each user, including inspector, comp puller, typist, reviewer, and admin has separate account and login / password so that security and access can be carefully controlled.
  • EZ can also automate order import and result upload to popular realtor and REO management systems, which will save you tons of time and money. Contact us for details.


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