CloseSimple May Webinar: How to Scale Your Title Company with Embedded Workflows & Automation

Most title companies struggle with a "disconnected" tech stack. Your team likely spends half their day jumping out of your Title Production Software (TPS) to log into portals for payments, document collection, or fraud checks. This webinar breaks down how to fix that by using embedded workflows. Instead of your team manually tracking every step, we show you how to make the work happen automatically based on the data already inside your files.

A major hurdle to scaling is what we call the "95% Rule." Many title firms let the 5% of difficult, "weird" files dictate how they handle 100% of their business. By building a workflow that automates the standard tasks for the other 95%, like sending welcome packages or payoff authorizations, you free up your staff to focus on the files that actually need their expertise. We walk through exactly how to set up these triggers so your team never has to "swivel the chair" to a different screen again.

Finally, we address the reality of tech adoption. It’s hard to get escrow officers to change their habits if they feel like they’re just being watched by management. We discuss how to give your team a "carrot"—real incentives like automated document filing and instant notifications—to make them actually want to use your software's task lists. Whether you’re starting from scratch or looking to clean up a messy process, this session gives you a practical way to run a more consistent, protected, and efficient closing room.