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Average Ratings 0 Ratings

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ease
features
design
support

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Description

AtClose is the next generation in digital title, mortgage and escrow solutions. It enables faster closings and data driven insights for better communication and a shorter cycle time for both title and mortgage lending. Automate title, settlement, and appraisal. Automated workflows and robust vendor management solutions simplify and streamline complex processes. Integrated with all major lenders, vendors and other parties in the pre- and post-closing environment. The powerful and comprehensive software platform is designed to improve accuracy, reduce repetition, improve vendor relationships, and save time. Automated business process for appraisal. Title & settlement processing and search automation. Post-close automation & recording automation. Automation and management of underwriters vendor management & detailed reporting. Dynamic, template-based document generation system. Separate portals and systems for vendors and clients.

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

Screenshots View All

Screenshots View All

Integrations

ResWare
Amazon Web Services (AWS)
DocMagic
Epicor CMS
Google Maps
Keystone
Live Commerce
Loangility
Microsoft Dynamics 365
Microsoft Dynamics GP
Microsoft Entra ID
Qualia
QuickBooks Online
SendGrid
ShortTrack
Smarty Software
Workday Extend
Zillow

Integrations

ResWare
Amazon Web Services (AWS)
DocMagic
Epicor CMS
Google Maps
Keystone
Live Commerce
Loangility
Microsoft Dynamics 365
Microsoft Dynamics GP
Microsoft Entra ID
Qualia
QuickBooks Online
SendGrid
ShortTrack
Smarty Software
Workday Extend
Zillow

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

AtClose

Founded

1995

Country

United States

Website

www.atclose.com

Vendor Details

Company Name

Tokara Solutions

Founded

2009

Country

United States

Website

title360crm.com

Product Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Product Features

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