Streamline title management and closing with Cotality

Home

arrow_forward

Products

arrow_forward

Title & Closing Workflow Solutions

Automate mortgage closings with ease

Overview

Optimize your title and settlement process

Title and Closing Workflow Solution is your secure, web-based platform for receiving orders, sending completed title documents, and communicating with clients.

Integrated with Encompass and used by many lenders, it allows you to communicate with the nation’s largest lenders and their vendors simply and securely. Providers will receive orders from Cotality-supported lenders, exchange messages about specific orders, and return completed work—all within a secure, closed environment.

This solution replaces phone calls, faxes, and email, providing a secure, organized platform to track and transmit all orders and completed title/escrow products.

Request a demo

arrow_forward

Where to access :

Encompass

remove_from_queue

Reduce your to-do list

Using providers' portals and title company software can make title management disjointed. Title and Closing Workflow Solutions’ automated framework ensures efficient and consistent order management within one interface

settings_account_box

Modernize order management

The Title and Closing Workflow helps monitor all activities with BI reporting, organizes user roles with simplicity, and connects to a range of title and closing products to make mortgage closing services and order management easier.

‍

lock

Secure your peace of mind

Traditional transfers of documents, communications, and wire instructions can lead to data breaches and fraud within your mortgage closing services. Title and Closing Workflow Solutions securely maintains proprietary information within the platform along with a visible audit trail.

Features

Simplify your quote-to-order experience

Imagine transforming your lending process into a seamless, end-to-end experience where every step, from quoting to ordering, is streamlined and efficient. Integrate SmartFees, LenderFees, and PTE with Cotality’s Title and Closing Workflow solutions. Automate fee calculations, manage lender-specific fees, estimate property taxes, and pass title orders through automatically. Achieve operational excellence with these powerful tools, ensuring a smooth, reliable process that enhances efficiency and customer satisfaction. Start optimizing your workflow today!

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

SmartFees: unlock accurate closing rates and fees

Automate fee quoting with precision and compliance, ensuring accurate calculations and building borrower trust. Simplify closing rate and fee data collection. Access precise closing cost data for accurate loan estimates to avoid fee cures. Integrate your preferred provider’s rates and fees, leveraging Cotality's network for unmatched efficiency and reliability.

LenderFees: auditable fee management for accuracy

Elevate your fee management with LenderFees, part of Cotality’s best-in-class SmartFees. Access nearly all required Loan Estimate fees in one click. Save time, improve accuracy, and seamlessly integrate with your Loan Origination System (LOS), enhancing your mortgage lending activities with this powerful, trusted platform.

Property Tax Estimator (PTE): accurate tax data for smooth closings

Simplify your closing process with accurate, up-to-date property tax data. Get precise tax information for specific addresses, including new construction loans. Automate calculations, minimize errors, and enhance productivity. Ensure all tax-related information is current, reducing discrepancies and delays for a smoother, more reliable lending experience.