Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Title 360 CRM is a specialized customer relationship management tool tailored for Title & Escrow businesses, consolidating client, referral, and transaction information into a single platform that seamlessly integrates with prominent closing software like Qualia and Resware, enabling users to gain a comprehensive understanding of relationship profiles, communication history, and order statuses. This platform enhances sales, marketing, and escrow processes by automating routine tasks and notifications, fostering better communication, minimizing manual efforts, and offering insightful dashboards and built-in analytics that help teams pinpoint their best referral sources, monitor pipeline effectiveness, and maximize engagement with essential contacts. Crafted for ease of use with little need for extensive training, Title 360 empowers users to oversee leads, manage follow-ups, track pipeline activities, and monitor document statuses and client interactions through a single, cloud-based interface accessible on various devices. Furthermore, it allows for the customization of workflows, fields, and reports, catering to the specific needs of different businesses and ensuring that every user can tailor the system to their unique operational requirements for maximum efficiency.
Description
The application for your title company will be the quickest, most user-friendly, and most reliable method for both your employees and clients to produce Title Quotes, Loan Estimate Quotes, Seller Net Sheets, and additional documents. This app guarantees the utmost accuracy in figures, encompassing title insurance premiums, recording fees, transfer taxes, property tax prorations, and a plethora of other metrics. With the industry's most adaptable quoting engine, you can tailor your quotes by numerous factors including transaction types, closing locations, client identities, and much more. It's easy to see why TitleCapture is the top choice for the largest national settlement service providers. Additionally, TitleCapture seamlessly integrates with leading title underwriters, ensuring that your clients receive precise and current estimates. Your web-based application allows for easy access and sharing of all estimates across various devices, enhancing convenience and efficiency for your team. This robust platform is designed to streamline operations and improve client satisfaction, making it an indispensable tool for any title company.
API Access
Has API
No
API Access
Has API
No
Integrations
Qualia
No
ResWare
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$149 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
title360crm.com
Vendor Details
Company Name
TitleCapture
Founded
2013
Country
United States
Website
titlecapture.com
Product Features
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No