We build and run the follow-up systems so your processors stop chasing by hand: missing-document reminders, payoff-request follow-up and closing-status updates, set up on the tools your firm already uses.
Built for owner-operated independent title and escrow firms, roughly $1M–$20M in revenue with 5–60 staff. Engagements typically run $5k–$25k depending on scope; the final price is set in a written quote after scoping. We don’t promise outcomes, we scope the work and build it.
Each block below starts with how the work usually goes today, then describes the system we would build. Which of these are in scope is decided on the scoping call.
A file is waiting on something from a lender, realtor, seller or buyer. A processor remembers to ask, asks again by hand, and loses track when the desk gets busy. The file sits until someone notices.
An automated, escalating reminder sequence by email and SMS for each file and each outstanding item, plus a staff-visible exception list showing what is still open and who hasn’t responded.
A payoff or release request goes out to a lender or servicer, then nobody looks at it again until the closing date is close. Whether it came back is checked from memory or a sticky note.
A request tracker with timed nudges to the other party, and a flag raised when a request is at risk of missing the closing date, so a person steps in while there is still time.
Agents and lenders call and email asking “where are we?” Someone on your team stops what they’re doing, opens the file and writes the same kind of reply over and over.
Templated status digests drawn from the file-management data your firm already has, sent on a schedule or on request, so routine questions are answered before they’re asked.
Subject: Status digest, File 0000 (sample only) Open items from the buyer side: - Proof of homeowner’s insurance: requested, 2 reminders sent Open items from the lender side: - Payoff letter: requested, awaiting response Closing date on file: [date] Next staff check: [processor name]
This is a mock layout to show the idea. Real digests use your fields, your wording and your file data.
We walk through how a typical file moves, where it stalls, and which of the three systems matter most for your firm.
You receive a written scope and a fixed quote. Engagements typically run $5k–$25k depending on scope; the final price is whatever the written quote says.
We build with what you already run: n8n, email, spreadsheets or exports from your file-management system. We don’t ask you to change production software.
We show your processors and managers how the reminders, exception list and trackers work and what they’re expected to do with them.
After go-live we spend 30 days adjusting timing, wording and rules based on what your team actually sees.
$5k–$25k
Typical range for the engagement. Where you land depends on how many of the three systems are in scope, how many file types you run, and how clean the data in your tools is. The final price is set in a written quote after scoping.
If the scope turns out to be smaller than you expected, we say so, and we quote the smaller job.
Please don’t send credentials, client data or file contents through the form on this page. Access is arranged separately after scoping.
The scoping call covers exactly what data would be touched, where it would live and who would see it, including any agreements your lender and underwriter relationships require. We don’t make compliance or certification claims on this page. Your own counsel or compliance contact decides what your firm needs, and we work within that.
No. We build around the tools you already use. Your closing or file-management platform stays where it is.
We typically build in n8n, connected to your email, spreadsheets or exports from your file-management system. The scoping call confirms what fits your setup. If your tools can’t support a system, we tell you before you pay for it.
The timeline is set after scoping, because it depends on how many systems are in scope and how your data is organized. It’s written into the scope and quote.
We say so. If one system solves your real bottleneck, we’ll recommend that and quote it, and the price follows the smaller scope.
Engagements typically run $5k–$25k depending on scope. That is a range, not a quote. The final price is set in a written, fixed quote after the scoping call.
You approve the wording, timing and recipients during the build. Escalations go to a person on your staff, and the exception list shows what is outstanding. Rules for SMS and consent are your firm’s decisions, and we build to what you decide. This is not legal advice.
The systems keep running on your tools. If you want further changes or ongoing help, we scope that separately in writing. Nothing continues automatically.
A few details so the scoping call is useful. We reply by email at the address you give. Please don’t include credentials or client information.
We’ll read it and reply by email. To move faster, you can pick a time for the 30-minute scoping call now. We’ll cover your files, which systems matter most, and what the written scope would need.
No price is agreed on this page. Engagements typically run $5k–$25k, and the final price is set in a written quote after scoping.