arrow_back
Back

Title & Closing Workflow Solutions

Automate mortgage closings with ease

Overview

Order-to-Close Confidence: Time for a Single, Secure System

Let's face it: relying on phone calls, faxes, and email to manage title and settlement creates unnecessary risk. Fragmented communication leaves you vulnerable to wire fraud, audit exceptions, and costly manual errors. We believe you deserve a closing process that is secure, organized, and scalable.

The Title and Closing Workflow Solution is your centralized, web-based platform for moving from order placement to post-closing with absolute confidence.  It securely links you with an expanding network of over 15,000 registered title companies, escrow agents, and settlement providers. Easily assign orders to your preferred vendors at regional and national levels. By integrating directly with Encompass and replacing disjointed methods with a single, auditable system, it's time to find your next opportunity in efficiency.

Where to access :
automation

Scale without adding staff

Don't let manual tasks cap your growth. Our automation frees your team from tedious administrative steps, allowing you to seamlessly increase transaction volume and focus on closing more loans. We're your champion for scale.

finance_chip

Achieve financial security

Unsecured communication is a major risk. We eliminate vulnerability by keeping all sensitive documents and wire instructions within a closed, secure platform, giving you certainty that transactions are protected from fraud.

fact_check

Audit-Proof Order Management

Moving from reactive compliance to proactive governance. Every order, message, and document transfer is timestamped and recorded, creating a complete, loan-level audit trail that turns blind spots into clarity.

visibility

Get Total Workflow Visibility

You'll never guess the status of an order again. Our solution gives you an illuminating pipeline view of all provider communications and activities, ensuring consistency and control from start to finish.

Features

Order Management: Your Secure Operations Hub

Order Management is the central engine of our platform. It’s a dedicated, secure web portal that replaces fragmented, old-school communication. It gives you a reliable and organized digital environment to manage orders, documents, and provider communication from every channel.

An aerial view of a suburban neighborhood, likely located in a warm climate due to the architectural style and landscaping.

Enforce Policy with Vendor Guardrails

Don't compromise on quality or policy. Easily define and enforce specific rules for vendor allocation across all loan types and jurisdictions, guaranteeing your institution's compliance strategy is executed every time.

Secure Audit Trails and Compliance History

Eliminate last-minute compliance scrambles. Every action, message, and document transfer is automatically logged with a date and timestamp, creating a perfect, loan-level history that is secure and always audit-ready.

Seamless LOS Integration (Encompass)

Keep your team focused inside your Loan Origination System. Our direct integration allows you to manage orders, transfer data, and receive final documents without ever leaving your primary workflow.

Total Visibility into Pipeline Performance

Understand your team's and your provider's efficiency instantly. Access powerful, continuous Business Intelligence (BI) reporting to spot exceptions, eliminate bottlenecks, and consistently optimize the closing cycle.

An aerial view of a suburban neighborhood, likely located in a warm climate due to the architectural style and landscaping.

Enforce Policy with Vendor Guardrails

Don't compromise on quality or policy. Easily define and enforce specific rules for vendor allocation across all loan types and jurisdictions, guaranteeing your institution's compliance strategy is executed every time.

Secure Audit Trails and Compliance History

Eliminate last-minute compliance scrambles. Every action, message, and document transfer is automatically logged with a date and timestamp, creating a perfect, loan-level history that is secure and always audit-ready.

Seamless LOS Integration (Encompass)

Keep your team focused inside your Loan Origination System. Our direct integration allows you to manage orders, transfer data, and receive final documents without ever leaving your primary workflow.

Total Visibility into Pipeline Performance

Understand your team's and your provider's efficiency instantly. Access powerful, continuous Business Intelligence (BI) reporting to spot exceptions, eliminate bottlenecks, and consistently optimize the closing cycle.

72%  

more transactions without adding staff

4.3hrs  

eliminated from manual tasks

$181

saved per transaction

Pricing
No items found.

How can we help you?

Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.

Trying to reach us by phone?

Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.

Looking for support?

Visit our dedicated support page to find support for all our products.

Contact details