Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

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

WellCheck is an integrated platform designed for Social Determinants of Health (SDoH) referrals, transforming social prescribing into a practical solution by unifying screening, referrals, follow-ups, and reporting within a single workflow. Its EquiLoop technology meticulously tracks each health-related social requirement from the first evaluation to the final resolution, enabling teams to effectively link community members with necessary services, facilitate coordination among partner networks, and demonstrate results to funding bodies. The platform prioritizes mobile access and offers multilingual options for enrollment and consent, eliminating the need for traditional paper forms, while ongoing assessments identify needs related to essentials like food, housing, transportation, behavioral health, utilities, benefits, and other factors influencing health. Every referral is assigned a status, an accountable owner, and a well-defined resolution pathway, ensuring that partner organizations can receive, accept, act on, and confirm the delivery of services within a collaborative system. Additionally, customizable SMS and email follow-up notifications, along with alerts for overdue referrals, play a crucial role in ensuring no one slips through the cracks of the system. By streamlining these processes, WellCheck enhances the efficiency of addressing social needs, ultimately leading to better health outcomes for the community.

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

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

WellCheck

Founded

2015

Country

United States

Website

www.wellcheck.us

Product Features

Product Features

e-Prescribing

Clinical Alerts
Drug Reference Database
EPCS
Electronic Prior Authorization
Formulary Management
Medication History
Prescription Cancellation
Prescription Renewals
Refill Management

Alternatives

Alternatives

Landtech Reviews

Landtech

AccuTitle
GridSocial Reviews

GridSocial

SocialRoots.ai
TitleExpress Reviews

TitleExpress

First American Professional Real Estate Services
OrderConnect Reviews

OrderConnect

Netsmart Technologies