Industries Title companies

For title companies buried in status calls and curative.

Every file needs chasing, and everyone wants an update. Most of that lands on the same few people.

A Blueprint often finds

  1. 01Opening orders and re-entering contract data
  2. 02Clearing requirements: chasing releases, payoffs, HOA certificates, curative
  3. 03Status updates to agents, lenders, buyers and sellers
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What a Blueprint often finds

Example · illustrative These are examples of what we look for, not results we've delivered.

  • Opening orders and re-entering contract data
    Example fix: Order intake that reads the contract and drafts the file entry for your team to check
  • Clearing requirements: chasing releases, payoffs, HOA certificates, curative
    Example fix: A requirements tracker with request and follow-up drafts for releases, payoffs and HOA certificates
  • Status updates to agents, lenders, buyers and sellers
    Example fix: Status update drafts for each party at each milestone, sent once you approve
  • Wire-fraud checks and identity verification
    Example fix: A verification checklist on every file that flags missing steps before wire instructions go out
  • Scheduling closings and notaries
    Example fix: Scheduling requests and confirmation drafts for parties and notaries
  • Post-closing recording, policy issuance and trailing documents
    Example fix: A post-closing tracker with reminder drafts for recording, policies and trailing documents
  • Inbox overload
    Example fix: Inbox triage that sorts mail by file and drafts replies, plus a daily brief

Works with the tools you already use

What you run on now

  • SoftPro
  • Qualia
  • ResWare
  • RamQuest
  • Microsoft 365 or Google Workspace
  • QuickBooks

What we add

  • Built in accounts in your name
  • No new software for your crew to learn
  • Nothing reaches a customer until you approve it

We work with businesses doing $250K a year or more, and most of our clients are past $500K.

Start with one bottleneck.

The Blueprint is free, and you keep it either way.

What it costs

Fixed price per phase, quoted after your free Blueprint. Monthly support after the build is optional.

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