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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
This user-friendly solution enhances productivity by offering innovative features designed to streamline workflows. By providing flexible online access, it minimizes the time and resources typically allocated to local system upkeep, networking challenges, and support concerns. Users can now effortlessly maintain compliance with their escrow accounts stored in their database, as it manages daily three-way reconciliations on their behalf. Additionally, daily escrow alert notifications ensure you remain informed about any potential banking discrepancies or data entry mistakes. The platform simplifies the storage and submission of necessary monthly reconciliation reports required by underwriters, promoting efficiency. You also gain access to our experienced escrow reconciliation specialists for any support needed. Furthermore, important documents remain accessible even after the transaction concludes, ensuring that users have ongoing access to their vital records. This comprehensive approach ultimately fosters a more organized and stress-free management of escrow accounts.
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
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Vendor Details
Company Name
AccuTitle
Founded
2003
Country
United States
Website
accu-title.com/solutions/titlefusion/