Prevent missed title transfers and route intake fast

Operations coordinators miss transfer-of-title submissions in forms, causing intake delays and routing errors. Automated alerts email communications and technical communications so intake is reviewed promptly.

Overview

Missed transfer-of-title submissions create intake bottlenecks and routing errors that can delay closings. This workflow routes each submission to communications and technical comms and creates review tasks, eliminating missed follow-ups and producing faster intake handoffs.

Notable Features

Send email alerts to communications
Route intake to technical communications
Flag duplicate or incomplete submissions