As a title agent, you know the struggles of managing orders efficiently. The process can be tedious, time-consuming, and error-prone, leading to frustration for you and your clients. Every time you have to leave your title production and go to email or a website to receive an order, accept an order, download documents, or upload documents, your staff loses valuable time and efficiency.

But what if I told you that there is finally a solution built by title agents for title agents, that doesn’t suck, and that encourages collaboration with you and your lenders? Yes, you read that right. Let’s take a closer look at this order management solution and how it can help you streamline your workflow and improve customer satisfaction.

The order management solution we’re talking about is called GridBase^®, and it’s a cloud-based system that offers a complete suite of tools for managing orders. The best part? It’s designed by title agents, so it’s tailor-made for the industry. Here are some of the features that make GridBase stand out from other order management systems:

Collaborative Platform: GridBase fosters seamless communication between title agents and lenders. This platform allows lenders to place orders, track progress in real-time, and receive automatic updates via email or integration webhook technologies. Moreover, it facilitates secure document and information sharing, ensuring synchronicity and transparency, ensuring everyone is on the same page.

Adaptable Workflows: Recognizing the unique workflow and preferences of each client, GridBase leverages sophisticated JSON integration technology to enable customized processes. This advanced feature streamlines the interaction between lenders and title companies, allowing for workflows tailored to individual needs. The system also incorporates webhook-type notifications, promoting real-time communication and timely updates. This approach ensures that all parties are continuously informed and can respond promptly to any changes or requirements, thereby enhancing the efficiency and effectiveness of their collaborative efforts.

Easy Integration: GridBase facilitates effortless connections to title agents’ TPS and lenders’ LOS, streamlining the process of placing and tracking full orders. The system automates the sharing of notes, milestones, and documents, simplifying interactions between lenders and agents. This flexibility ensures that you can tailor the system of record to your specific requirements, eliminating manual data entry and the hassle of juggling multiple platforms.

Mobile-friendly: The GridBase app is designed with mobility and compatibility in mind, enabling you to handle orders seamlessly from any location. Its adaptability to all internet-enabled web browsers ensures that you can work remotely with ease, providing you with the flexibility to manage your tasks conveniently from any device.

In conclusion, GridBase is the order management solution that title agents have been waiting for. With its collaborative platform, adaptable workflows, easy integration, and mobile-friendly design, GridBase offers a complete suite of tools that can help you streamline your workflow and improve customer satisfaction. Say goodbye to manual data entry, tedious phone calls, and outdated processes. Upgrade to GridBase today and see the difference it can make in your business.