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Average Ratings 0 Ratings
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
TitleProtect serves as a service for monitoring land titles and sending notifications specifically for properties in Alberta. It conducts daily checks on the titles it monitors, looking for any new registrations such as mortgages, liens, caveats, transfers, builders' liens, and other changes that could impact ownership or secured interests. Users are able to oversee multiple titles through a single account, allowing them to review registrations and monitor changes over time. Upon discovering a new registration, TitleProtect alerts owners and interested parties via email or text, enabling them to assess the situation and determine if any action is necessary. This service is beneficial for a range of users including property owners, lenders, title insurers, lawyers, developers, builders, and organizations with real estate holdings. Additionally, law firms have the option to provide this monitoring service to clients after a transaction is completed. While TitleProtect offers monitoring and reporting features, it is important to note that it does not prevent fraudulent activities nor does it substitute title insurance. Furthermore, the service is exclusively available for land titles within Alberta. Overall, TitleProtect helps in maintaining awareness of title changes, thus empowering users to take informed actions.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Qualia
No
ResWare
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/titleprotect