Escrow & Title Document Handoff Automation
A done-for-you real estate automation built for the Title Coordinator, connecting DocuSign so the work below happens on its own.
What this automation does, step by step
The moment a property goes under contract, the automation automatically sends the required transaction documents, the purchase agreement, disclosures, agent contact information, to the escrow or title company to open the file, instead of the title coordinator manually assembling and emailing the same packet for every single new contract.
Opening the escrow file within minutes instead of the next business day shaves real time off the overall closing timeline, and the title company starts its own deadline-tracking process earlier, reducing the odds of a last-minute scramble near closing day.
- Transaction management software (e.g., Dotloop or SkySlope)
- Zapier or Make.com
- DocuSign (document routing)
- Email (title company intake)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a title coordinator manually pieces together information from different places, then has to relay it to everyone who needs it.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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