File Closing Speed
Pipeline Kanban Board
Visual kanban workflow showing every title file from order to close with drag-and-drop status updates.
Closing Calendar
Monthly calendar view of all scheduled closings to manage capacity and avoid date conflicts.
File Dashboard
At-a-glance metrics on file volume, closing velocity, and pipeline distribution across your team.
Priority System
Flag files P1 through P4 so urgent closings and time-sensitive issues get immediate attention.
Status Tracking
Move files through title search, underwriting review, clearing issues, and clear to close stages.
Party Management
Keep buyer, seller, and property details linked to every file for instant reference during calls.
Escrow Tracking
Record escrow numbers and track deposits alongside each transaction for complete audit trails.
Officer Assignment
Assign title officers and processors to files and balance workloads across your team.
Search and Filter
Find any file in seconds by property address, party name, escrow number, or file status.
Closing Velocity
Track average days from order to close and identify bottlenecks in your title process.
Rich File Notes
Document title exceptions, curative requirements, and resolution notes using rich text formatting.
Property Categorization
Sort and filter by property type for targeted reporting on residential, commercial, and land transactions.
Ready to go in 3 steps
Create Account
Set up your secure profile to begin managing your workspace.
Activate App
Use your Order Number to unlock full access to your new system.
Start Tracking
Ditch the paper scraps and start managing like a pro.
Product Details
Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.
Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.
Everything you need to know.
Do I need to pay a monthly fee?
What devices can I use this on?
Can I track different parts of my life at once?
Can I share my workspace with others?
I'm not "tech-savvy"—is it hard to set up?
What happens to my data?
What happens after my 1-year access ends?
Still not sure? Try it first.
Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.
