Q-assign

Q-assign

Ortoo
Rekon

Rekon

Rekon Technologies
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About

Q-assign is a native Salesforce lead and case assignment solution designed to automate and optimize how work is distributed across sales and service teams. It enables organizations to route records such as leads, cases, accounts, and custom objects using configurable rules based on criteria like territory, skills, priority, or availability. It supports multiple distribution models, including round robin, load balancing, and rule-based assignment, helping teams ensure work is allocated fairly and efficiently. Q-assign operates in real time within Salesforce, allowing records to be assigned instantly as they are created or updated, which reduces response times and helps prevent leads from going cold. It also provides tools for monitoring assignment performance, managing queues, and rebalancing workloads when users are unavailable.

About

Rekon's flagship software solution prepares lien releases and assignments and automatically applies the unique requirements of more than 3,600 recording offices, significantly reducing recording errors and penalties. Rekon stores and updates all recording requirements and stays in constant communication with local recording offices so that any changes are quickly incorporated into the software. Rekon automates tasks, including data entry, calculating recording fees and generating checks for payment. Workflows are automatically assigned and time spent on every work queue is tracked, enabling servicers to measure and improve staff productivity. The vast number of recording requirements makes it nearly impossible to manually record lien releases and assignments without error, which can result in costly delays. Rekon’s elegant technology solution streamlines the entire process so servicers are always in control of their documents.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Service operations teams requiring automated, rule-driven routing of leads and cases to the right users in real time

Audience

Mortgage and Loan solution for businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Ortoo
Founded: 2010
United Kingdom
ortooapps.com/q-assign/

Company Information

Rekon Technologies
Founded: 1994
United States
www.rekon.com/rekon

Alternatives

Alternatives

LienApp

LienApp

VADAR Systems

Categories

Categories

Mortgage and Loans Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Not Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Not Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Not Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Integrations

Ortoo Supported
Salesforce Supported

Integrations

Ortoo Not Supported
Salesforce Not Supported
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