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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 PalmAgent ONE?
PalmAgent is recognized as the top choice for net sheets and closing cost assessments within the real estate industry. Catering to users on desktops, tablets, and smartphones, this all-in-one application delivers comprehensive county-specific data regarding closing costs, title and escrow fees, taxes, and various associated expenses. Featuring an array of powerful real estate calculators, PalmAgent empowers agents to excel beyond their rivals. In addition to these functions, the platform offers significant advertising opportunities for brand promotion, including prominent placements on home screens and in PDF documents, as well as customizable marketing materials such as videos and flyers to engage both new and returning clients. The high-quality, user-friendly content is tailored for agents, making it easy for them to rely on your services for the necessary net sheets and estimates for their clients. Furthermore, the app is packed with numerous dynamic home reports and visually appealing graphics that are perfect for social media, providing agents with hundreds of industry-specific resources they can repeatedly access. This comprehensive tool not only boosts productivity but also solidifies your presence in the market while fostering client relationships. As a result, PalmAgent proves to be an essential asset for real estate professionals.
Integrations Supported
Qualia
ResWare
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Free
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
PalmAgent ONE
Company Location
United States
Company Website
palmagent.com