Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Title 360?
Title 360 CRM is a dedicated customer relationship management solution designed specifically for Title and Escrow firms, bringing together client, referral, and transaction details into one cohesive platform that works seamlessly with leading closing software like Qualia and Resware. This integration allows users to achieve a well-rounded view of their relationship profiles, communication logs, and order statuses. By streamlining sales, marketing, and escrow operations through the automation of repetitive tasks and alerts, the platform promotes improved communication, reduces manual input, and provides valuable dashboards and built-in analytics that assist teams in identifying their top referral sources, evaluating pipeline performance, and enhancing engagement with vital contacts. Designed with user-friendliness in mind, Title 360 requires minimal training, enabling users to effectively manage leads, conduct follow-ups, track pipeline activities, and oversee document statuses and client interactions all from a single, cloud-based interface that is readily accessible on multiple devices. In addition, it offers customizable workflows, fields, and reports that can be tailored to meet the diverse requirements of various businesses, ensuring each user can adapt the system to fit their specific operational needs for optimal productivity. Ultimately, Title 360 transforms the way Title and Escrow professionals manage their relationships and operations, paving the way for greater efficiency and success in their workflows.
What is Big Purple Dot?
Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.
Integrations Supported
LenderHomePage
Qualia
ResWare
Stackreaction
Zapier
Zillow
dotloop
Integrations Supported
LenderHomePage
Qualia
ResWare
Stackreaction
Zapier
Zillow
dotloop
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Tokara Solutions
Date Founded
2009
Company Location
United States
Company Website
title360crm.com
Company Facts
Organization Name
Big Purple Dot
Company Location
United States
Company Website
www.bigpurpledot.com
Categories and Features
Categories and Features
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
