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What is TransActioner?

Streamline the management of your real estate documents, signatures, and transactions effortlessly with a contemporary interface. Enhance efficiency by utilizing current State Forms that auto-fill, along with the ability to create templates and employ digital signatures. You can easily send forms out for digital signatures while benefiting from automatic tracking and reporting features. Additionally, these forms dynamically update according to the specific details of each transaction. Clients gain access to their own Client Portal, where they can view all necessary forms, sign documents, and check a timeline of upcoming actions at their convenience. The system also generates a calendar with important deadlines, and with a simple click, you can share documents with other agents, title companies, or escrow. This setup includes support for Assistants and Transaction Coordinators, ensuring a smooth workflow for all parties involved.

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.

Media

Media

Integrations Supported

Constellation1
Qualia
ResWare

Integrations Supported

Constellation1
Qualia
ResWare

API Availability

Has API

API Availability

Has API

Pricing Information

$19/month
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

TransActioner

Date Founded

2023

Company Location

United States

Company Website

transactioner.com

Company Facts

Organization Name

Tokara Solutions

Date Founded

2009

Company Location

United States

Company Website

title360crm.com

Categories and Features

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Categories and Features

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