Reusable workflow templates
Apply a beginning-to-end workflow based on transaction type, then add or remove tasks for the specific file.
Client Workspace
Every file, task, document, and deadline in one connected workspace.
Use TitleOps AI as a practical workflow-management layer for your title operation. Your team can open a file, apply a standard workflow, assign individual tasks, share documents, and see progress from beginning to end.
Workflow Management
A clear checklist for every transaction.
Standardize the work without making every file identical. Templates provide the starting point, while authorized users retain control over the tasks required for the transaction.
Task-level assignments
Assign each task to the appropriate in-house user or TitleOps AI professional instead of relying on one primary assignee.
Dates and accountability
Track assignment dates, automatic or adjusted due dates, completion timestamps, status, and notes for every task.
File document center
Upload, identify, view, and download documents within the transaction so the assigned team works from the same file.
AI services inside the workflow
Add a TitleOps AI task, confirm the required source document, review the displayed price, and generate the result when the file is ready.
Search, reporting, and history
Find files by file number, filter open or completed work, monitor progress, and preserve a clear activity history.
Self-Service Workspace
Your team manages the workflow.
Open files for task and document management even when TitleOps AI is not performing the processing work. Per-file pricing is displayed before the file is confirmed.
Included With TitleOps Support
See the work our team performs.
When TitleOps AI provides Title Operations or Title Search Support, the same Workspace is included for those files so clients can follow task ownership, completion, notes, and documents without a separate Workspace charge.
One File, Connected Services
Add services without creating a duplicate transaction.
When the company, file number, and property match an existing file, eligible TitleOps AI services connect to that workspace. Results and generated documents return to the same file.
Contract Review AI
Title Search Review AI
Closing Package Review AI
Document Comparison AI
Document Preparation
Title Search Services
Title Operations & Search Support
See how the Workspace fits your operation.
We'll demonstrate file setup, workflow templates, task assignments, document sharing, AI-service tasks, and reporting using a realistic title transaction.
Schedule a Demo