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How to Select the Right Title Company Software

When you’re weighing different types of title company software, you have to ask yourself what your priorities are. How much do you value customer experience? Are you fed up with time-consuming and unfriendly spreadsheets and rate charts? How quickly do you want to receive estimates? Anyone in the title industry knows the list goes on.

Here’s a quick, simple guide to help you best select the right title company software that will not only benefit your company, but in return, the realtors, buyers, and sellers you’ll be working with. Ask yourself if the software you plan to use includes these things:

1. Ease of Use

You’ll want to work with software that’s user-friendly and makes estimates available to clients and title company representatives within seconds. Time is money. Your customers live in a world of instant gratification, so you should be able to order an estimate and have it back to them at any time of day, and on weekends–many companies aren’t even available on weekends, so know who is. This will be an important factor to consider as you build a relationship with your client base.

2. Customization

Find title management software that offers customizable services. As you know, every client is different. Reliable software should have custom branding for your title agency within their app, on every quote, and for both the realtor and title agent on every quote print out. (You should also consider customized questions, and whether or not any additional line items can be customized into the quote.) Whether your brand varies by state, branch, county, city, title rep, client’s bank or brokerage, etc., you should be able to customize it, and receive different sets of closing fees depending on the company.

3. Design

When selecting software, pay attention to the design. Does it allow clients access to diverse real estate estimates? Is it simple and responsive? A clean and minimalistic platform will serve your customers best. Also take note of different platforms–some companies only offer mobile-friendly versions of their services. It’s helpful to find a company that offers both mobile and desktop versions, to give options to your customer.

4. Client Relationship Management

Good title management software should allow each of your internal title reps to view the contact information of each client, with the aid of powerful CRM and analytics tools. This will allow title reps to know when the deals happen, and how to make sure they happen every single time. Good software should also allow each internal title rep to track every quote generated by their assigned clients (realtors and lenders), and set “Big Deal” criteria for receiving email notifications.

5. Integration

Lastly, select software that allows your title company’s title rates and fees to feed into other industry services, such as NetSheet.com. Any service that can provide maximum value to you as a title agent, will naturally benefit your realtors/lenders, buyers, and sellers.

Other features and tools to consider when selecting title management software:
Title quotes
Seller net sheets
Buyer estimates
Loan estimates
CDQ’s
ALTA Statements
Netsheet widgets.

As you sift through the differences between softwares, understand what’s most important to you, and what will benefit your company. If ease of use and customization options are critical needs, or if you’re looking for a cleaner design, check out TitleCapture. Schedule a demo to see how its software differs from other companies, and how it can benefit you and your clients!