Case Study

A Fortune 500 title insurance company that has multiple national commercial services offices across the U.S.

Title Needs

Each office orders commercial title searches, nationally, for real estate transactions.

Problems

The manager of an office in a major southern CA city wanted more reliable and faster service from search vendors, so his closings could happen more quickly & smoothly. (In the counties where didn’t perform the searches themselves.)

Discovery of TL

He got a TL email and booked a demo for himself and his head processor. He discovered-

a. Excellent solution to his problem

i. Access to multiple, nation-leading vendors, all in one spot.

ii. Multiple quotes at the same time, in the same spot.

iii. Great performance and reliability.

b. And, a solution to slew of other problems his processing team faced:

i. Automation of all manual tasks in entire title management process. This could save each of his 4 team members hours per week.

ii. Eliminate the #1 cause of weeks of delays per order – delayed response to vendor requests for information.

iii. Get the team out of work silos and into shared data – so he wouldn’t be held hostage any longer by teammates having their processes locked in their minds & in their work stations.

iv. Completed work is automatically received, numbered & stored in one place all can see.

v. No more worry about who is absent and a ball being dropped because no one can access their work. Instead, in TL, anyone can continue the work of another with a click and instantly know what’s been done and left undone.

Growth

a. Head processor & team started testing TL out. They rapidly gained comfort and after 6 months, decided to move all processors’ work to TL for managing & fulfilling of commercial title searches.

b. Both the manager and head processor began advocating to their sister-offices to use TL, and to their national management to explore adoption of TL for all search management & fulfillment.

Results

Several sister offices now reply upon TL for their title search management & fulfillment. Also, their national management has engaged TL to implement a set of custom features for expanded use to other offices. Some of those features are:

a. TL can add your entire vendor list, if you have such a list, for your use.

b. Automatic order-routing to those vendors based on any criteria you choose, such as state/county, vendor-priority, ordering-teammate.

c. Automatic quote approval based your fee thresholds, to reduce turnaround time.
We are pleased that our automated solution for title management & fulfillment is of great value to our users.

Why had they been forced to manage title manually?

There has never before been automation of title management & fulfillment for them, or TL’s other user groups. Now, Title Leader unlocks unheard of productivity. Simple automation of a complex and mandatory process. Finally.