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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 CloseSimple?

CloseSimple is a robust platform designed to elevate the closing process by integrating proactive communication, secure client portals, integrated fraud detection, and payment functionalities into a single branded solution specifically for title and escrow professionals. It streamlines client interactions by automating communication via SMS, branded emails, and a real-time status tracker, significantly reducing the need for frequent status checks, while offering a secure, mobile-compatible portal for clients to electronically sign documents, upload files, complete forms, and track progress all in one convenient place. Moreover, the platform features sophisticated AI-powered fraud prevention tools that operate effortlessly within the portal, detecting potential risks and protecting clients without disrupting their workflows, and includes secure payment options that enable teams to request and collect earnest money and closing funds through a trustworthy interface. CloseSimple also prioritizes compliance by providing FinCEN-ready closing experiences, assisting organizations in meeting regulatory requirements while enhancing operational efficiency. This integrated system not only boosts client satisfaction but also alleviates administrative challenges for real estate professionals, ultimately transforming the traditional closing experience into a more streamlined and effective process. By consolidating these functionalities, CloseSimple sets a new standard in the industry, making it easier for professionals to manage their closing tasks effectively.

Media

Media

Integrations Supported

ResWare
Qualia

Integrations Supported

ResWare
RamQuest One
SoftPro

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Tokara Solutions

Date Founded

2009

Company Location

United States

Company Website

title360crm.com

Company Facts

Organization Name

CloseSimple

Date Founded

2012

Company Location

United States

Company Website

www.closesimple.com

Categories and Features

Real Estate

Not specified

Categories and Features

Real Estate

Not specified

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