For Sandi Shoell
Title and escrow runs on document velocity. The faster a file moves, the better the experience for everyone (the agent, the lender, the buyer). Automating the routine handoffs along the way is exactly the kind of work that keeps deals from stalling at the closing table.
A few automations you could put in place this quarter. Each one streamlines a workflow that probably runs through someone on your team today.
Title orders come in from agents over email, text, and phone. A self-serve order form on the website that captures property details, parties, and timing in one pass eliminates the missing-information rounds at the start of every file.
Buyers and lenders need title commitments fast. Automated delivery the moment the commitment is ready, with confirmation that it was opened and reviewed, keeps the deal moving.
Closing involves four or five parties' calendars. A self-serve scheduling tool with automated reminders for documents, signatures, and parking instructions lets the closer focus on the actual closing instead of the logistics.
Most buyers never hear from their title company again. Automated post-close emails with property records, recording confirmations, and useful homeownership tips builds goodwill that pays off in repeat business and referrals.
Automations only stick if someone owns them. Here's how we'd run it together.
Salty Air builds these systems for owner-operators in Salt Lake. We start with a 30-minute call. No pitch deck. We pick the highest-leverage automation and prove it out.
