Stop Manually Verifying Accounts. Do This Instead.

Time is the one resource no one can make more of. Your team is likely stretched thin, managing multiple files, communicating with all parties, and putting out fires. But what if one of the biggest time-drains in your office could be completely automated?

We're talking about seller proceeds verification.

For many title companies, this is still a frustratingly manual process. It’s a workflow that requires staff to stop what they're doing, reach out to the seller, receive account information (often insecurely), and then manually verify it. It’s a bottleneck that not only costs time but also introduces risk.

One of our customers, a title company down in Florida, knew this pain all too well. Before they partnered with CloseSimple, their team was stuck in this exact manual loop.

The Problem: A Time-Consuming, Manual Process

For this Florida team, every single closing file required a staff member to manually intervene to verify the seller's proceeds account. This "small" task, when multiplied across dozens or hundreds of files each month, added up to a massive amount of administrative overhead.

This manual process created several problems:

1. It drained staff time: Every minute spent verifying an account was a minute not spent processing the file, communicating with clients, or handling more complex closing tasks.

2. It created a bottleneck: Closings could be held up waiting for this one piece of information.

3. It was repetitive: It was a low-value, repetitive task that contributed to staff burnout and frustration.

The Solution: "No-Staff-Intervention" Automation

This title company implemented CloseSimple and fundamentally changed their workflow. The results were immediate. Using our account verification feature, they were able to:

1. Fully Automate Verification: Sellers' proceeds accounts are now verified automatically without any staff intervention. The seller is guided through a simple, secure process, and the verification happens seamlessly in the background.

2. Integrate Data Directly: Once the verification is complete, that information is pushed directly back into their file in their title production system. This eliminates all manual data entry, prevents re-keying errors, and keeps their system of record perfectly in sync.

The Result: Giving Time Back to the Team

What does this mean for their day-to-day operations? As the team shared with us, this automation "is now able to provide more time for their staff to be able to actually process the file from start to finish."

When you remove the small, repetitive bottlenecks, you give your experienced closers and processors the one thing they need most: time. Time to focus on high-value work, time to provide better customer service, and time to breathe.

As they put it, "Everybody just has more time in their day."

Account Verification is Just the Beginning

This story is powerful, but automated account verification is just one piece of the puzzle. The friction this Florida team felt with verification is the same friction that buyers, sellers, and real estate agents feel throughout the entire closing process.

That's what CloseSimple is built to solve. We believe that a modern closing experience should be simple, transparent, and secure for everyone involved.

While our platform solves the seller verification bottleneck, it also:

• Automates Communication: Keeps buyers, sellers, and realtors informed with automated milestone updates via text and email.

• Provides a Central Hub: Gives everyone a single, company-branded, secure portal to see the status of their closing, access documents, and understand "what's next."

• Secures the Entire Process: From e-signing and secure document sharing to educating consumers on wire fraud, our platform brings security to the forefront.

• Integrates with Your Tools: Just like with the Florida team, Close Simple connects with your title production system to pull data, not create more work.

Stop Chasing Information and Start Closing

That Florida title company's story isn't unique. It's a perfect example of what happens when you apply smart automation to a stubborn, old-school problem.

They didn't just buy a feature; they bought back time for their entire team.

If your staff is still manually verifying accounts, re-keying data, or answering "what's the status?" all day, it's time for a change.

Ready to see how you can automate your bottlenecks and give your team more time?

Schedule a demo of CloseSimple today!