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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
Manage your real estate documents, signatures, and transactions in the easiest way possible. Modern interface.
Save time by using updated State Forms that auto-fill. Create templates. Digital Signatures. Send out forms for digital signatures, with automatic tracking and reporting.
The forms automatically update based on transaction information.
Clients can view all their forms, sign documents and view a schedule of next steps on their own Client Portal.
Forms automatically generate a calendar and deadlines. By clicking on a button, you can share documents with another agent, title company or escrow. Support for Assistants and TCs.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19/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
TransActioner
Founded
2023
Country
United States
Website
transactioner.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