Title and escrow document automation, from search package to recorded deed.

Title and escrow document automation is software that reads the documents a title file collects and drafts the documents the file produces. It turns search packages into summaries and commitment drafts, payoff letters into settlement statement figures, and confirmed file data into deeds, closing packages and recording packages. It also flags where documents disagree. Examiners, processors and closers review and approve every document before it is issued or signed.

Most documents built from data already in the file: title search summaries, Schedule A and Schedule B commitment drafts, payoff and lender figure intake for the settlement statement, deeds and affidavits, recording packages, and final owner's and lender's policies drafted from the commitment. Wire instructions are the exception. We keep them out of automation, and your staff verify them through your own call-back procedure.

We connect where your system offers an API, an interface or a reliable export, and confirm which during scoping. SoftPro, ResWare, Qualia and RamQuest each handle outside access differently, and some access depends on your plan or a partner program. We check API availability, plan tier and partner requirements before quoting. Where direct access is limited, documents can be staged for import or for staff to upload, and we tell you up front what that changes.

It depends on how many document types are in scope, whether your title production system has usable API access, and your monthly file count. The AI audit is free and ends with a scoped estimate. Builds are fixed-price against that scope, and ongoing support is a flat monthly fee covering hosting, monitoring, model and API costs, and fixes. There is no hourly billing. Our pricing page explains what moves the number.

Yes, as drafts for your staff to review. AI reads the search package and prior policy and produces a chain of title and a list of open items, each with its recording reference, plus draft commitment requirements and exceptions. For closing, it fills deeds, affidavits and closing documents from confirmed file data and checks names and vesting against the commitment. The examiner and the closer decide what is issued and signed.

Return comes from examiner and processor time spent retyping and rereading, from mismatches caught before closing day, and from post-closing items that are tracked instead of remembered. How large it is depends on your file volume, your mix of purchase and refinance, and how manual the work is today. The free audit looks at your current process first, so any estimate uses your numbers rather than an industry average.

Most builds go live in two to three weeks from a defined scope. A title production system with restricted API access, or search packages from many different counties and abstractors, can take longer, which is why we scope before we quote. We usually start with one document type, such as payoff intake or search summaries, prove it on your own files, and then add the next.

No. Examination and closing are judgement work, and they stay with your examiners and closers. The automation takes the reading and retyping that comes before the judgement: pulling data out of recorded documents, keying payoff figures and filling templates. Every commitment, settlement statement and closing package is still reviewed and approved by a person on your staff.

It is built for files that hold nonpublic personal information and move money. Data is encrypted in transit and at rest, each workflow gets least-privilege access, every action and approval is logged, and wire instructions stay out of automation entirely. We never train models on your data, and you keep the source code. Your ALTA Best Practices program and state requirements stay with your company, so we document our controls for your compliance owner to review and sign off.