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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 ClosedEasy?

ClosedEasy is an online platform aimed at facilitating communication and tracking of escrow transactions specifically for real estate professionals, including agents, transaction coordinators, teams, and brokerages. It provides a client-accessible dashboard that highlights important milestones, deadlines, necessary actions, document requests, and appointments. Agents and coordinators can initiate transactions using contract information or available templates, adjust timelines, share secure links, and send updates via email or text as the transaction progresses. Clients can keep track of their transaction status, upload documents, inquire with a deal-specific assistant, and receive timely notifications. Furthermore, the platform includes workspaces for teams and brokerages that enable management of multiple transactions, coordinator assignments, activity tracking, reports, and personalized dashboards. Calendar feeds are regularly updated to reflect any changes in schedule, and it allows for the seamless integration of signature documents by including ClosedEasy in supported e-signature emails. Rather than replacing an existing transaction or compliance system, ClosedEasy acts as an additional layer for client communication, thereby enhancing efficiency and transparency during the real estate transaction process. This integration not only streamlines collaboration but also significantly improves the overall client experience throughout every transaction, making it an invaluable tool for real estate professionals.

Media

Media

Integrations Supported

Qualia
ResWare

Integrations Supported

Adobe Acrobat Sign
Apple Calendar
Docusign
Dropbox Sign
Follow Up Boss
Google Calendar
Microsoft Outlook
dotloop

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$35/user/month
Agent Pro is $35/month and Coordinator Pro is $79/month. Team starts at $99/month for six active agents; Brokerage starts at $299/month for 25 active agents. Annual billing is available. Agent and Coordinator plans include a 14-day free trial; Team and Brokerage offer a 30-day pilot.
Free Trial Offered?

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

Company Facts

Organization Name

Tokara Solutions

Date Founded

2009

Company Location

United States

Company Website

title360crm.com

Company Facts

Organization Name

Laejri

Company Location

United States

Company Website

closedeasy.com

Categories and Features

Real Estate

Not specified

Categories and Features

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