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DISPATCH
Live · 47 agents active · 0 SLA breaches

They're in the field.
You're in control.

Mission-control dispatch for field auditors, loan officers, and compliance inspectors — right address, right time, right paperwork. Already loaded.

Dispatch Command
Live · Feb 24, 2026 · 14:35 EST
Active47
Pending23
Complete130
SLA Breach0
R. Okafor
J. Nakamura
T. Williams
M. Patel
S. Herrera
C. Johnson
A. Osei
P. Nguyen
B. Torres
L. Kowalski
D. Mensah
V. Sharma
Ohio Region · 47 Active Agents
Pending Queue23 remaining
INS-442100:47

1847 Maple Creek Dr, Dayton OH

Post-DisasterURGENT
INS-442201:22

392 Harbor View Ln, Columbus OH

Mortgage Audit
INS-442302:05

5510 Riverside Blvd, Cincinnati OH

Compliance
INS-442400:18

78 Elmwood Terrace, Toledo OH

Post-DisasterURGENT
INS-442503:30

220 Lakeshore Pkwy, Akron OH

Loan Officer
Completed Today
INS-4398R. Okafor
14:31
Mortgage Audit
INS-4399T. Williams
14:28
Compliance
INS-4400A. Osei
14:24
Post-Disaster
INS-4401L. Kowalski
14:19
Mortgage Audit
Routing Engine

Every agent takes the shortest legal path. Automatically.

31%reduction in windshield time across all routes

The routing engine ingests your visit queue, agent locations, vehicle constraints, and SLA deadlines — then calculates the optimal multi-stop sequence every 90 seconds. When a field agent calls out sick at 8:42 AM, the remaining 46 routes recalculate before the ops manager finishes the call.

Technical Spec

Recalculation interval90 sec live refresh
Constraint inputsSLA, vehicle type, agent cert
Optimization algorithmTSP variant + ML weights
Optimized Route · J. Nakamura
4 stops · 14.9 mi↓ 31% windshield time
ABCD
A

1847 Maple Creek Dr

Post-Disaster

9:14 AM

2.3 mi

B

392 Harbor View Ln

Mortgage Audit

10:02 AM

4.1 mi

C

5510 Riverside Blvd

Compliance

11:20 AM

1.8 mi

D

78 Elmwood Terrace

Loan Audit

1:05 PM

6.7 mi

Compliance Packets

The right forms on every tablet before the agent leaves the lot.

100%of visits arrive with pre-loaded compliance documents

Dispatch cross-references the visit type, property state, loan program, and inspector certification against your compliance ruleset — then assembles the exact packet and pushes it to the assigned agent's tablet. FEMA disaster forms, HUD appraisal disclosures, CFPB servicing notices, state-specific liens. Zero manual prep, zero forgotten forms.

Technical Spec

Form library340+ regulatory templates
Push timing2 hrs before scheduled visit
Signature captureDocuSign native + offline
Compliance Packet · INS-4421Auto-assembled · 0 manual steps

FEMA-DR-4559 Inspection Form

8pLoaded

HUD Uniform Residential Appraisal

12pLoaded

CFPB Servicing Disclosure (2025)

4pLoaded

State Lien Release — Ohio Rev. 1.3

3pLoaded

E&O Insurance Certificate

2pPending
29 pages · Tablet-ready PDF
Pre-loaded on agent tablet
SLA Tracking

Every countdown visible. Zero surprises at the end of shift.

98.7%SLA compliance across 200 daily visits

Each pending visit carries a live countdown tied to your contractual SLA window. When a visit drops below the alert threshold, Dispatch triggers an escalation chain — SMS to the assigned agent, push notification to the ops supervisor, and an automatic reroute offer if the SLA is at risk of breach. The breach counter has read 0 for 14 consecutive quarters at our median client.

Technical Spec

Alert thresholdConfigurable per visit type
Escalation chainAgent → Supervisor → Manager
Breach audit trailImmutable log, exportable
SLA Monitor · Live
200 visits · 0 breaches today
186On Track
12At Risk
0Breached
INS-4421R. Okafor
47min left
INS-4422J. Nakamura
82min left
INS-4423T. Williams
125min left
INS-4424M. Patel
18min left
INS-4425S. Herrera
210min left
Mobile Agent App

Everything the agent needs. Nothing they don't.

3 hrssaved per agent per day vs spreadsheet + phone coordination

The agent app shows the day's optimized route, pre-loaded compliance packet, offline inspection forms, and one-tap navigation. It works without cell signal in basements and rural properties. When the agent submits a completed inspection, the ops dashboard updates in under 4 seconds — no phone call, no email, no end-of-day batch upload.

Technical Spec

Offline capabilityFull form + nav, no signal
Sync on reconnectAuto, under 4 sec
PlatformsiOS 16+ · Android 12+
9:41 AM
GPS
Dispatch Agent

J. Nakamura · Stop 2 of 4

Current Stop

392 Harbor View Ln

Columbus, OH 43215

Mortgage Audit· 1:22 SLA

Documents Loaded

HUD Form 92800.5B
Borrower Auth Form
Property Condition Report

Next: Stop 3

5510 Riverside Blvd · 11:20 AM

Integrations

Plugs into the systems your bank already runs.

47native connectors — LOS, CRM, core banking, e-sign

Dispatch connects to Encompass, Blend, Fiserv, FIS, Salesforce, Guidewire, and DocuSign out of the box. Visit data flows back into your LOS the moment the inspection is submitted. No middleware, no brittle CSV exports, no weekly reconciliation calls with your IT team. REST API and webhooks available for custom integrations.

Technical Spec

LOS connectorsEncompass, Blend, BytePro
Auth standardOAuth 2.0 · SAML 2.0 SSO
Data encryptionAES-256 at rest · TLS 1.3
Integration Hub47 native connectors

Encompass

LOS

Salesforce

CRM

Guidewire

Insurance

ServiceTitan

FSM

Fiserv

Core Banking

DocuSign

E-Sign

Twilio

SMS/Voice

REST API

Custom

Webhook + REST API for custom systemsOAuth 2.0 · TLS 1.3
Feature Matrix · 14 Capabilities

See How We Compare

14 capabilities that matter to bank ops teams. We're not hiding the partial-support rows.

CapabilityDispatchServiceTitanSalesforce FSLManual
Financial services compliance packets
~
Real-time SLA countdown per visit
~
~
Multi-stop route optimization
~
Post-disaster inspection workflow
~
Offline-capable mobile agent app
~
~
LOS (Encompass, Blend) integration
~
Automated pre-visit packet delivery
Live agent map with 200+ concurrent
SLA breach alert escalation chain
~
Credit union network multi-branch
~
Configurable inspection form builder
~
Core banking (Fiserv, FIS) sync
~
Visit deduplication engine
~
~
Setup time for 50-agent team
~
Full support
~Partial / addon
Not available
Primary CTA

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4 Minutes. No Fluff.

See a live dispatch shift: 47 agents, 200 site visits, zero SLA breaches. Watch the routing engine recalculate in real time when an agent calls in sick at 8:42 AM.

Live dispatch walkthrough · Feb 24, 2026 · Ohio Region

Email only · No sales call · Instant access

200+

Daily site visits managed

98.7%

SLA compliance rate

3 hrs

Saved per agent per day

0

SLA breaches this quarter