Boston Real Estate Investors Association

Settlor, a national provider of title and settlement services technology, has integrated its title production system with TitleSphere, a customer relationship management (CRM) platform for title companies and their sales and marketing teams.

The integration connects Settlor’s open-API title production system to TitleSphere’s CRM, allowing title professionals to use transaction data within their production workflow.

Settlor said its API allows technology partners to build integrations without the technical and commercial barriers that closed systems often impose.

“Working with the Settlor team was genuinely refreshing,” said Hayden Hamilton, CEO and co-founder of TitleSphere. “The API was well-documented and straightforward to work with, and whenever we had a question the Settlor support team was fast, direct and actually helpful. That kind of responsiveness is rarer than it should be, and it made the whole process considerably easier than we anticipated.”

The integration allows TitleSphere to automatically ingest production data from Settlor, giving title firms the ability to generate context around transaction activity in real time.

Settlor clients can use TitleSphere to build non-directing customer call lists, track referral patterns, identify stale relationships and monitor new client activity from live production data.

“TitleSphere was built by people who understand exactly what title professionals need from their technology, and so was Settlor,” said Mike Patterson, co-founder, applications of Settlor. “When two platforms are designed with the same user in mind, the work of connecting them tends to go well. This is a good example of what the title industry looks like when the right tools are built by the right people.”

TitleSphere also integrates with email, calendar, market intelligence tools and automated outreach features. The Settlor integration ensures the production data feeding those workflows is current and accurate, leaders added.

This article was generated using HousingWire Automation and reviewed by a HousingWire editor before publication.

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