Templated Roles

Authors:

ProcessFast

Created:

01/06/2020

Modified:

05/18/2025

What Are Templated Roles?

Templated roles are a quick and easy way to deploy dashboards and information to one or more individuals that have similar job functions. They are a pre-packaged grouping of reports that would be useful to someone performing the job functions the correspond to the name of the templated role chosen. For instance, a “Closing Manager” templated role come pre-packaged with all of the reports that someone peforming the job duties of a Title Agency Closing Manager would need to do their job in the most efficient and effective manner.

What Templated Roles Do You Have Available?

To see the full list of Templated Roles available in Ops Insights, just login as the Ops Insights Client Admin for your company’s account. Then go to “Access Roles” and click on the button that says “New Access Role”. There a modal window will pop up with three options, one of which will be “Templated Roles”. From there you will see a full list of all of the Templated Roles available for you to deploy in five minutes or less.

Below is a sample of some of the Templated Roles that come out of the box in Ops Insights, making it extremely fast and easy to deploy a dashboard and share only needed and pertinent information with a user that fits one of the Templated Role use cases:

  • Abstractor Vendor

  • Accounting Manager

  • Client (Lender, Real Estate Company, Agent, Loan Officer, etc.)

  • Closing Manager

  • Contract Attorney Vendor

  • Disbursements Manager

  • Document Review/Prep Vendor

  • JV Partner

  • Micro - Accounts Receivable

  • Micro - Revenue

  • Micro - Revenue (External - for showing vendors what you have paid and/or owe them)

  • Micro - SLA - Abstract Tracking

  • Micro - SLA - CD Turn Time

  • Micro - SLA - Commitment Typing

  • Micro - SLA - Disbursement Tracking

  • Micro - SLA - Policy Tracking

  • Micro - SLA - Post Closing

  • Micro - SLA - Recording Tracking

  • Micro - SLA - Scheduling

  • Micro - SLA - Title Exam

  • Notary Vendor

  • Operations Manager

  • Owner

  • Policies Manager

  • Post Closing Manager

  • Sales and Marketing (Manager and Individual Sales Reps)

  • Title Manager

  • Vendor Manager