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Title Companies: Automation Actually Strengthens your Client Relationships

Title Companies: Automation Actually Strengthens your Client Relationships

Successful title companies are built on strong client relationships.

Not exclusively, of course. Your realtors and lenders rely on you for fast, accurate service and the additional value you provide. But title employees know better than anyone that relationships still go a very long way when building client loyalty.

The last thing you want is to jeopardize those relationships. And that’s the worry with automation: by reducing personal interactions with clients, you reduce opportunities to build vital connections.

Well, we’re telling you not to worry. In fact, good automation does the opposite: it helps you deliver even more remarkable experiences for every single client. We’ll show you how.

Where are title employees most valuable?

Rule #1 of automation: Don’t automate the things humans are best at.

Your title employees are essential to the closing process. When stress is high and your clients need everything managed professionally, that’s where you deliver exceptional client experiences. These moments are key for creating client loyalty and generating repeat business.

The “human factor” is everything here. So the question is: Can closings be enhanced by automation? Well… Yes, actually.

“The worry is that by reducing personal interactions with clients, you reduce opportunities to build vital connections…but good automation does the opposite.” 

The key is to find menial or repetitive tasks which take time away from employees and use automation to recover that time. Fielding requests for estimates is a great example. The work is important, of course, but it’s pretty repetitive and time-consuming. Instead of doing everything manually, let’s say you use a tool like TitleCapture instead.

By digitizing and automating key processes, title employees now spend a fraction of the usual time generating and sharing estimates. This gives them more time every week for more complex and value-adding work—like, you guessed it, expertly managing closings.

Automation makes client relationships stronger

More automation means less need for phone calls, emails, and meetings. While this creates fewer opportunities for relationship building, it actually strengthens relationships. Here’s why.

Early in a transaction, your client’s biggest priority isn’t personal service—it’s speed and accuracy. They could be on-site with a buyer and need a reliable estimate “yesterday.” The faster you produce the goods, the happier the client.

At closing, it’s a different story. It’s not about speed—the client’s priority is professional service and getting the job done right. Since your staff have saved time and energy through automation, they can deliver more exceptional experiences where they matter most—right here, at the business end.

It might be counterintuitive, but we’ve seen thousands of title companies use this kind of automation to achieve this exact result.

Since your staff have saved time and energy through automation, they can deliver more exceptional experiences where they matter most.

The secret benefits of automation

Automation can improve your reputation in more ways than one. Adopting the latest tech tools can help build your reputation for lightning fast service (e.g. when quoting) and as a digital leader in title. This makes you especially attractive to younger clients who always want to see fast, digital solutions.

At the same time, title agents don’t enjoy being interrupted all day preparing estimates for clients—removing that burden makes them happier and more productive.

This is just one example of how automation can transform the client experience for the better. As technologies improve and the title industry continues to digitize, automation will play a key role in generating and securing repeat business.

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