Document chasing
Make requested, received and review-needed items visible without interpreting legal sufficiency.
Industries / Title and escrow companies
Your 30-day revenue sprint
Move more files to closing. Get more work across the line.
Keep closing documents, outstanding questions and file ownership moving together so your team can resolve the next hold.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
A visible document and ownership queue can help suitable files progress toward closings that generate earned settlement revenue.
The commercial opportunity
Make the next step
worth more.
Status coordination
Prepare consistent file updates for the approved recipients using current authorized milestones.
Closing-team handoffs
Give a covering coordinator the relevant context, deadlines and unresolved questions when file ownership changes.
A workflow for title and escrow companies
A closing file with one outstanding document
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Retain the file context
Bring the requested closing date, known parties’ roles and approved document checklist into the existing file record.
Step 2 of 4
Track the outstanding item
Prepare an accurate request through the agreed secure process and show who is responsible for the next follow-up.
Step 3 of 4
Escalate the exception
Route conflicting information, changed instructions or timing issues to the authorized closer rather than resolving them automatically.
Step 4 of 4
Record the actual closing
Update milestones from authorized staff confirmation and count revenue only when the closing and fee conditions are satisfied.
Authorized title, escrow and legal professionals retain title judgments, closing authority, disbursement and legal decisions.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Select one closing-document handoff and baseline outstanding items and file progression.
- Days 8–14
Map secure references, role permissions and coordinator ownership.
- Days 15–21
Trial approved files with closer review for document and instruction exceptions.
- Days 22–30
Review file milestones and actual completed-closing revenue without forecasting every open file as income.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Files reaching the agreed document milestone
- Unresolved closing-team handoffs
- Revenue from completed closings
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Will this handle wire instructions or move money?
The proposed scope does not change wire instructions or disburse funds. Any such request remains an exception for your established human verification process.
What does a first-month revenue target mean for us?
It links one coordination improvement to real closing outcomes where observable. Files that remain open at day 30 are reported as open pipeline rather than earned fees.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.