Every feature you need. Zero add-on fees.
TitleFlow replaces your title production software, CD calculator, trust accounting system, task manager, and client portal — all in one AI-native platform. Supports 8 transaction types: Purchase, Refinance, Cash Sale, Home Equity, Construction, Commercial, REO, and Short Sale.
AI-Powered Title Production
TitleFlow uses Claude by Anthropic to read, analyze, and act on your title documents. This isn’t a chatbot or a search assistant — it’s production AI that drafts commitments, writes emails, and processes orders autonomously.
Document Analysis
Upload deeds, liens, and encumbrances. AI extracts parties, legal descriptions, exception details, and more — structured and ready for your commitment.
Commitment Drafting
AI generates Schedule B exceptions from analyzed documents, pre-populates requirements, and formats commitments per your underwriter guidelines.
Email Drafting
Generate professional client communications, status updates, and follow-up emails from transaction context. Review and send in one click.
AI Auto-Processing Pipeline
Hit “Process This Order” and AI runs a 6-step pipeline autonomously: analyze documents, draft commitment, calculate closing costs, generate emails, run compliance checks, and advance your order status. You just review the results.
Closing Disclosure Engine
Closing Disclosures are the single biggest bottleneck in title production. TitleFlow auto-calculates every fee, proration, and charge — then generates a compliant PDF you can send immediately.
Auto-Calculate Fees
Transfer taxes, recording fees, title premiums, and prorations calculated automatically for all 50 states. No manual lookups, no spreadsheets.
PDF Generation
Generate pixel-perfect Closing Disclosure PDFs that match the CFPB template exactly. Ready to send to borrowers and lenders.
All 50 States
State-specific calculations for every state. Transfer taxes, recording fees, documentary stamps, mansion taxes, city-level surtaxes — all handled automatically.
Proration Engine
Daily rate calculation for property taxes, HOA dues, and rent. 365-day or 360-day methods. Simultaneous issue calculations for owner’s and lender’s policies.
Trust Accounting
Escrow accounting errors can cost your license. TitleFlow provides real-time 3-way reconciliation and prevents overdraws before they happen — built into every transaction.
3-Way Reconciliation
Automatically reconcile your bank balance, book balance, and file-level balances. Discrepancies are flagged instantly.
Overdraw Protection
The system prevents disbursements that would overdraw a file or the trust account. No more accidental negative balances.
TRID Compliance
TRID violations are expensive and preventable. TitleFlow tracks every regulatory deadline automatically and alerts your team before a violation occurs — not after.
Timeline Tracking
Automatic calculation of Loan Estimate delivery, Closing Disclosure delivery, waiting periods, and change of circumstance deadlines.
Violation Detection
Real-time monitoring of tolerance thresholds, timing requirements, and fee changes that could trigger a TRID violation.
Wire Fraud Prevention
Real estate wire fraud costs the industry $3 billion per year. TitleFlow replaces email-based wire instructions with a secure verification workflow — built into every plan at no extra cost. No CertifID subscription. No ClosingLock add-on.
Callback Verification
Every wire requires out-of-band callback verification before funds move. Wire instructions are delivered through a secure portal — never by email, never by fax.
Anomaly Detection
Six detection rules automatically flag changed wire details, high-value transactions over $1M, unknown callback numbers, rapid-succession changes, mismatched party info, and first-time recipients.
Secure Delivery
Wire instructions are shared only through the encrypted client portal with identity verification. No email attachments, no fax transmissions, no PDF files floating in inboxes.
Client Portal
Give buyers, sellers, agents, and lenders real-time visibility into their transaction — without making them create an account. Secure link access works like DocuSign. Fewer phone calls, happier clients, zero extra cost.
Real-Time Status
Clients see exactly where their transaction stands — from title search to closing — without calling your office.
Document Download
Securely share commitments, CDs, and closing documents through the portal. Clients download what they need, when they need it.
Secure Link Access
Clients access their portal with a secure link — like DocuSign. No account creation, no password, no login required. Share via email or text. Clients see closing progress, download documents, upload files, and message your team instantly.
Workflow Automation
Every new order gets a complete task checklist from day one. No more forgotten steps, no more balls dropped. Your team knows exactly what needs to happen and when.
17-Task Purchase Workflow
Pre-built purchase workflow covering every step from order receipt to post-closing. Tasks auto-assign based on your team roles.
13-Task Refinance Workflow
Streamlined refinance workflow auto-created alongside your purchase workflow. Due dates calculated backward from closing. Tasks auto-complete as the order advances.
8 Transaction Types
Purchase, Refinance, Cash Sale, Home Equity, Construction, Commercial, REO, and Short Sale. Each type gets the right workflow, the right fee calculations, and the right compliance checks.
Auto-Created Checklists
Every new order automatically generates a task checklist. Deadlines calculated from closing date. Nothing falls through the cracks.
FinCEN & ALTA Best Practices
Compliance is a full-time job — unless your software handles it. TitleFlow tracks FinCEN Geographic Targeting Orders, monitors your ALTA Best Practices compliance, and generates audit-ready reports automatically.
FinCEN GTO Tracking
Auto-detect orders in 17 covered metro areas (Miami-Dade, NYC, SF, LA, Dallas, Houston, and more). Beneficial ownership flagging for entity buyers. Cash sale identification with action items.
ALTA Best Practices Dashboard
All 7 pillars assessed with individual scoring: Licensing, Escrow Accounting, Information Security, Settlement Processes, Title Production, Insurance, and Consumer Complaints. Know your audit readiness in real time.
Audit-Ready Reporting
Export compliance reports showing your scores, gaps, and action items. Walk into your ALTA audit with confidence instead of scrambling to assemble documentation.
Vendor Marketplace
Order services from your existing vendors without leaving TitleFlow. Title searches, tax certificates, HOA document packages, municipal lien searches, payoff statements, and property surveys — all tracked in your workflow.
6 Service Categories
Title searches, tax certificates, HOA docs, municipal lien searches, payoff statements, and property surveys. Choose your preferred vendor for each, compare pricing and delivery times.
Workflow Integration
When you place a vendor order, TitleFlow auto-creates a tracking task in your workflow. Estimated delivery dates, cost tracking, and order status — no separate spreadsheet needed.
Commercial Closing
TitleFlow handles commercial transactions with multi-property support, entity tracking, and specialized endorsement management — features that typically require a separate system or an enterprise-tier upgrade.
Multi-Property Support
Add multiple properties to a single order, each with its own parcel number, legal description, and endorsements. Portfolio deals, subdivisions, and mixed-use transactions.
Entity Tracking
LLC, LP, Corporation, Trust — track the entity structure, holding companies, and authorized signers. Environmental reports (Phase 1 & 2), zoning, and square footage captured per property.
Commercial Premium Calculator
Tiered rate schedules based on total insured value. Per-property endorsement fees. Negotiable rate support for quoted commercial deals.
Encompass Integration
Receive title orders directly from lenders using Encompass. Borrower details, property information, and loan data flow in automatically — no re-keying required.
Receive Orders from Lenders
Lenders place orders from within Encompass. TitleFlow receives the full data package and creates the order automatically.
Automatic Workflow Kickoff
When an order arrives from Encompass, TitleFlow creates the file, populates all parties, and kicks off your task workflow — instantly.
Connect With Your Other Tools
TitleFlow has a full API that lets your IT team or vendors connect it with your CRM, accounting software, or any other system. Automate data flow between tools and eliminate double-entry.
Full Integration API
Access everything in TitleFlow programmatically — orders, parties, properties, documents, accounting, and AI features. Complete documentation included.
Automatic Notifications to Your Systems
TitleFlow can notify your other tools when things happen — new orders, status changes, accounting entries. Keep everything in sync automatically without manual updates.
All of this. One price. No add-ons.
Other platforms charge extra for client portals, trust accounting, wire fraud prevention, eSign, and integrations. TitleFlow includes everything — starting at $299/month.
Ready to modernize your title operation?
Join the title companies that are closing faster, with fewer errors, and happier clients. Start your free trial today — no credit card required.
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