Sound familiar?
What title and escrow companies tell us before a project starts.
- Orders arrive by email and someone retypes them into the production system.
- Closers spend the day chasing documents and payoffs.
- Agents and lenders call to ask where the file is.
- Wire instructions and sensitive documents travel by regular email.
- Month-end reconciliation and reporting are done by hand from exports.
What we build
Each one is a working piece you can open and check when it's done.
Order intake
New orders from email or a web form are read, the key details extracted, and a file opened with the right checklist for the transaction type.
PDF and document data extraction API integrations and data syncDocument requests and reminders
A checklist per file, requests sent to the right party, and reminders until each item is in, with the status visible to the closer.
n8n, Make and Zapier automationStatus updates for agents and lenders
A short update at agreed milestones, so the agent gets an email or text instead of calling the closer.
n8n, Make and Zapier automation API integrations and data syncSecure document handling
Sensitive files sent and received through a secure link or portal, not email attachments, and filed to the right file automatically.
Web apps and MVPsClosing day scheduling
Signing appointments booked with the parties, reminders sent, and the closing calendar kept in one place.
Booking and scheduling systemsReporting
Orders opened, files closing this week, aging files and revenue by referral source, on one page.
Dashboards and reportingTitle companies software we work with: SoftPro, Qualia, RamQuest, ResWare, Pavaso, Notarize.
And the general tools around it: Outlook, Microsoft 365, DocuSign, Google Sheets, QuickBooks, Zapier, Power Automate, n8n.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Purchase contract to new file
Example: a title office receives purchase contracts by email. Each one is read, the parties, address and dates are entered into a new file, and the closer gets a checklist to review.
Outlook, PDF extraction, production softwareExample project
Missing documents chase
Example: every file has a list of items still outstanding. A morning message goes to the parties who owe something, and the closer sees what has come in.
Checklist data, email, a status pageExample project
Referral source report
Example: an owner wants to see which real estate offices and lenders send the most files, and how long those files take to close.
Production software export, Google Sheets, a dashboardQuestions people ask first
Do we have to switch software?
No. Most of the work is connecting the production software you already use to the tools around it. If it cannot do what you need, we say so in the scope and lay out the options before anything changes.
Who owns what you build?
You do. It is built in your own accounts, and you get notes on how it works so your team can change it without us.
How do you treat sensitive documents?
They stay in the systems you already use for them. We build the routing and reminders around those systems, and we agree in writing what data any new tool may see before it is connected.
How do we start?
Tell us which tools you use and the one thing that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com