Workflow
Title Order Entry Automation
Reads incoming title orders from emails, portals, and lender platforms—extracts property, party, and deal data—and creates the file in your production system with zero manual keystroking.
Every flow is set up for your data, your tools, and your approval steps—not a copy-paste from somewhere else.
90%
Hands-free order entry
< 3min
Order-to-file creation
99%
Data accuracy target
Great for
- Title company operations teams
- Order intake departments
- Centralized processing centers
- Multi-branch title agencies
What you get
Orders arrive from a dozen channels in a dozen formats. The agent normalizes all of them into one clean file in your production system.
Multi-channel intake
Monitors email inboxes, lender portals (Encompass, Black Knight), and web order forms simultaneously—no order sits unread because it arrived on the wrong channel.
Intelligent data extraction
Reads order confirmations, purchase contracts, and lender instructions to extract buyer, seller, property address, loan amount, closing date, and special instructions.
Auto file creation
Creates the new order in ResWare, SoftPro, Qualia, or RamQuest with all extracted fields mapped to the correct system fields—no duplicate entry.
Duplicate detection
Checks incoming orders against existing files by property address, parties, and reference numbers to prevent duplicate file creation and alert the team to re-opens.
Completeness validation
Flags orders that are missing critical data—no property address, no buyer name, no closing date—and queues them for human follow-up instead of creating an incomplete file.
Task and team assignment
Routes the new file to the correct searcher, examiner, or closer based on county, transaction type, and team workload rules you configure.
Connects to your order channels
Monitors Gmail, Outlook, and shared mailboxes for email orders. Connects to Encompass, Black Knight, and web forms via API. Writes to ResWare, SoftPro, Qualia, or RamQuest.
For lender portals that don't offer API access, the agent can use structured email parsing or scheduled export files.
Order sources we process
- Email order requests with attached contracts
- Lender portal order confirmations (Encompass, Black Knight)
- Web form submissions
- Purchase agreements and amendments
- Lender closing instructions
Outputs (examples)
- →New file created in production system
- →Extracted order data summary for review
- →Incomplete order flag report
- →Duplicate detection alert
Your data
We use only the access you grant. We keep data only as long as you need. We do not train on your private files unless you say so. We match how your IT and legal teams want to run things.
How we work with you
We start with a short discovery call, then a small pilot on one part of the business. When it works, we add approvals, templates, and more users. No big-bang go-live.
Ready to stop keystroking orders?
We connect to your busiest intake channel first, measure accuracy against manual entry, and expand to all channels once you're confident.