01
Automated Websites & Funnels
A site where agents order and clients track
- Online order placement
- Client status portal
- Fee and net-sheet calculators
- Agent resources & scheduling
AI automation for title & escrow companies
Close on time, every time — with status updates nobody has to send.
Order intake automation, milestone updates to agents and clients, document collection, and closing-date reporting — built for title and escrow companies.
−70%
Status calls
4 days
Faster to close
100%
Milestones communicated
Typical results across title & escrow companies we've automated. Your numbers come from your audit.
✦Sound familiar?
What's quietly costing your company every week
20+ per file01
Agents and clients call for status
Every file generates dozens of ‘where are we?’ calls and emails.
30 min/file02
Orders arrive as unstructured emails
Opening a file means re-keying details from contracts and emails.
Delays03
Documents and signatures chased
Payoffs, IDs, and signatures delay closing dates.
Surprises04
Closing-date risk invisible
Which files are at risk of missing their date isn't known until it's late.
✦The fix
One connected system that runs the repetitive work for you
Not another tool your team has to check. The website, the phones, the messages, the reminders, and the follow-up all work together — built for title & escrow companies, monitored by us, owned by you.
1
Automated order intake
Orders parsed from email and portals; files opened and parties notified instantly.
2
Milestone updates to everyone
Agents, lenders, and clients updated at each stage — no calls needed.
3
Document and signature automation
Requests, reminders, and e-signature tracked to completion.
4
Closing risk dashboard
Files at risk flagged early with what's outstanding and who owns it.
✦Everything we automate
Everything we automate for a company like yours
Six connected systems, each built with the specifics for title & escrow companies.
02
Lead Capture & Instant Follow-up
New orders and agent enquiries handled instantly
- Order parsing from email & portals
- Agent onboarding & rate requests
- Quote follow-up
- Referral source tracking
03
AI Voice & Chat Agents
Status calls answered from the file, 24/7
- File status by phone (verified)
- Closing scheduling
- Document questions
- Escalation to the closer
04
Workflow & Back-office Automation
Open to close with every step chased
- File opening & party notifications
- Payoff, ID & document requests
- E-signature & closing scheduling
- Post-closing recording & disbursement updates
05
AI Customer Support Automation
Agent and client questions resolved in seconds
- Milestone & timeline updates
- Fee and document questions
- Scheduling changes
- Escalation with full file context
06
Data, Reporting & AI Assistants
Turn times, at-risk files, and agent volume live
- Closing-date risk dashboard
- Turn time by stage
- Volume by agent & lender
- Ask-the-data assistant
✦Compare your options
Hire, outsource, or automate?
What actually changes for a company when enquiries, calls, and follow-up are automated.
| Doing it manually | Answering service / agency | CODEVGROW automation | |
|---|---|---|---|
| Speed of first reply | Hours, or next day | Message taken, callback later | ✓Under 60 seconds, 24/7 |
| After-hours & weekends | Voicemail | Message only | ✓Answers, books, escalates |
| Books the appointment / job | When staff are free | No | ✓Yes — live availability |
| Reminders & no-show recovery | Manual, inconsistent | No | ✓Automated, with waitlist fill |
| Follows up until booked | Rarely | No | ✓Multi-touch, stops on reply |
| Knows your services & pricing | Yes | Script only | ✓Trained on your business |
| Logs everything to your system | Sometimes | Email summary | ✓Every call, chat, and booking |
| Reporting | Spreadsheets | Call counts | ✓Live dashboard + AI assistant |
| Monthly cost | Salary + turnover | Per-minute fees | ✓Fixed, lower than one hire |
✦How it works
Live in weeks, not quarters
- 1
Free audit
45 minutes mapping how enquiries, calls, admin, and follow-up flow through your company today.
- 2
Ranked plan & fixed price
What to automate first, expected hours and revenue, and a fixed price — within 48 hours.
- 3
Build & soft launch
We connect your systems and go live on one channel first, with human fallback, in 2–4 weeks.
- 4
Run & improve
24/7 monitoring, weekly transcript reviews, and the next automation added each month.
Free discovery call
See exactly what we'd automate in your company — in 45 minutes
You leave with a ranked automation plan and a fixed price, whether you work with us or not. No pitch deck.
✦What owners say
Heard from title & escrow companies we work with
★★★★★
“Agents stopped calling for status because the updates beat them to it.”
★★★★★
“Files at risk show up a week early now instead of the day before.”
★★★★★
“Every system was built, connected, and monitored by one team. No hand-offs, no ‘talk to the vendor’.”
Will clients and agents know they're talking to an AI?
The assistant introduces itself as your company's virtual assistant and hands over to a person the moment someone asks — or when a question needs judgement. Satisfaction stays high because answers are fast and accurate.
Is our data safe?
Yes. Data stays in your systems, conversations are encrypted, and we configure retention and access rules for your regulatory requirements. Decisions that need a person always stay with your team.
Does it work with the software we already use?
We integrate with the major CRM, booking, ERP, and industry platforms via native integrations or API — and with your phone system, WhatsApp, and website. We'll confirm your exact stack in the audit.
How long until it's live?
Most title & escrow companies are live in 2–4 weeks, starting with one channel (usually phone overflow or web enquiries) and expanding from there.
What does it cost?
A fixed setup fee plus a monthly plan based on volume — typically less than one part-time hire, with the expected ROI shown against your current numbers in the audit.
Free automation audit for title & escrow companies · 45 min · ranked plan · fixed price
Free automation audit for title & escrow companies
Book free audit →