Client & Order Tracking
A title company calling to ask "where's my signed package?" is a call your office shouldn't need to scramble to answer. We build the tracking system that shows every order's status at a glance.
What we build
- Order lifecycle tracking: Every signing tracked from request to completed, returned package.
- Client accounts: Title companies and lenders manage recurring orders in one account.
- Status notifications: Clients notified automatically as an order moves through each stage.
- Invoicing integration: Completed orders billed automatically to the client account.
Implementation scope
Order tracking connects to document preparation and scheduling, so every order's status reflects real-time progress.