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Description
Alanna serves as a virtual closing assistant for title companies, showcasing intelligence, resourcefulness, and a constant willingness to assist. Available around the clock, she addresses both general inquiries and file-specific questions every day of the year. She efficiently opens new orders in production systems such as ResWare, SoftPro, and RamQuest, also providing 24/7 availability. Additionally, Alanna generates buyer and seller net sheets along with closing cost estimates at any time. She collects and processes essential seller and buyer information while proactively reaching out with text messages to all transaction parties. Alanna also supports mass text message marketing campaigns aimed at post-closing marketing, client retention, and acquiring new business opportunities. Acting as a brand ambassador, she guides consumers through the title process, making her a crucial part of the client-service team. You can even customize her appearance and style to align with your business identity! While no title agency can respond to every routine client question instantaneously, Alanna can effortlessly handle both file-based and general inquiries via text or web chat, thereby enhancing overall client satisfaction. This seamless integration into your operations makes Alanna an invaluable asset.
Description
Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.
API Access
Has API
API Access
Has API
Integrations
Qualia
ResWare
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Alanna.ai
Founded
2019
Country
United States
Website
www.alanna.ai/
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com