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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

The application for your title company will be the quickest, most user-friendly, and most reliable method for both your employees and clients to produce Title Quotes, Loan Estimate Quotes, Seller Net Sheets, and additional documents. This app guarantees the utmost accuracy in figures, encompassing title insurance premiums, recording fees, transfer taxes, property tax prorations, and a plethora of other metrics. With the industry's most adaptable quoting engine, you can tailor your quotes by numerous factors including transaction types, closing locations, client identities, and much more. It's easy to see why TitleCapture is the top choice for the largest national settlement service providers. Additionally, TitleCapture seamlessly integrates with leading title underwriters, ensuring that your clients receive precise and current estimates. Your web-based application allows for easy access and sharing of all estimates across various devices, enhancing convenience and efficiency for your team. This robust platform is designed to streamline operations and improve client satisfaction, making it an indispensable tool for any title company.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Qualia
ResWare

Integrations

Qualia
ResWare

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$149 per month
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

Tokara Solutions

Founded

2009

Country

United States

Website

title360crm.com

Vendor Details

Company Name

TitleCapture

Founded

2013

Country

United States

Website

titlecapture.com

Product Features

Product Features

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

Alternatives

Alternatives

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