How it Works – Title Professionals

  • Monitor

  • More Closings.

    Less Stress.

     

    Organize your office while securely sharing information with your customers.

    Start HERE

A simple way to stay compliant

 

ShortTrack is a highly flexible platform which helps you organize your office in the cloud while securing NPI.   ShortTrack’s simple collaboration interface makes it the ideal tool to manage compliance, communication, and closings.

  • Securing NPI

     

    All it takes is one exposure to cause your business to unravel.  Free yourself from the confines and customer inconvenience of email encryption.  ShortTrack’s secure communication and document sharing system requires a password to access all information.  Your customers will only need one password, and will also get access to ShortTrack’s calendering and title ordering.

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  • Secure delivery of wire instructions.

     

    Like many title agents, you have made cyber security a top issue, especially when it comes to wire instructions.  Unfortunately, the real estate agents and attorneys that you work with still use their insecure email accounts as their main form of communication.  Fortunately, the solution is simple  – Take the wire instructions out of email and store them encrypted in the cloud with ShortTrack.  Learn More.

     

  • Easy Title Orders?

     

    Getting title orders is like putting up with that aching tooth you’ve had for years.  You’ve learned to get by, but it sure would be nice to not have that pain.   ShortTrack is your virtual dentist!  We’ve connected the top real estate software applications with the top title production software to allow orders and documents just to appear!  Learn more.

     

  • Simplify Ordering

     

    Okay, so you really like your existing web form?   We can integrate your web form to feed into ShortTrack and your title software.  No more wasting time searching through your email for an order.  The order information is logged and accessible to the appropriate parties in ShortTrack.

     

  • Eliminate data re-key

     

    ShortTrack has integrations with the RamQuest, ResWare, SoftPro, and propriety title production systems.  We make data transfer easy.  Let us know if you would like us to connect you.

     

  • Seller & Buyer Form Automation

     

    Eliminate re-key and time-consuming document exchange.  Have your sellers and buyers complete their forms in ShortTrack.  We’ll push all the data and documents into your title production software.  The entire process is automated and encrypted.

  • e-Signature Automation

     

    ShortTrack has a long standing integration with the industry’s most reliable e-signature software, DocuSign.  All signed documents are pushed automatically into your title production software.  No more looking through emails and uploading!   Whether you want your Welcome Package e-signed, or you’re e-signing closing documents that do not require a wet-signature, we make it easy and automated!

     

     

  • CRM?

     

    If you know what CRM means, you’re likely unhappy with what you have.  If you don’t, imagine a singular location to manage all your contacts and leads, while being able to keep track of who has open or closed orders…and it integrates with your title software…and is accessible on any mobile device.  Too many in the industry, this is the holy grail.  At ShortTrack, it is just another awesome feature we provide to our customers.

     

     

  • Automate closing changes

     

    Notify everyone of the closing date, time, and location with the click of a button.  Closing notifications are instantly sent to all transaction team members.  Closing time changed?  Just update the closing information and ShortTrack will automatically send everyone a new notification and update the shared calendar.

    1. Before
    2. After
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  • Increase adoption

     

     

    Not all of your customers want to log in, even if it helps protect their security.  ShortTrack allows your customers to simply reply using their email.  All responses and documents are permissioned to the correct file in ShortTrack.  Whether you are setting up a closing notification, sharing a document, assigning a task, or inviting someone to a transaction team, all customer responses are logged so everything is organized and in one place at the closing.

     

  • Clearly define processes

     

    Automate your office without involving your IT department using ShortTrack’s dynamic workflow templates.  With the CFPB rules in place, each of your lenders will have different demands.  Easily create different workflows for different lenders, offices, closers, attorneys, or agents.   Simply select the workflow when setting up a new file and all tasks, dates, and roles assignments are automated.

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  • Eliminate Email Encryption

     

    ShortTrack’s exclusive partner provides you with a solution that is better than email encryption.  Imagine that every email in your office is automatically sniffed for NPI.  Whether it is an SSN in an email, or a checking account number in a document, it won’t go out.  And it doesn’t end there.  ShortTrack will automatically send a notification to your customer that a message and/or document is waiting for them.  Sniffed out and notified.  No thinking involved.  Learn More.

     

  • Keep Everyone in Sync

     

    Simplify closing transparency with ShortTrack’s shared calendar.  Easily coordinate with everyone in your office, your reps, external closers, and your customers.  Everyone will know when the closing is and when changes are made.

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  • Accessible On Any Device

     

    You may work from a desk, but your clients don’t.   Status updates and new information can happen at any time, making it crucial to stay informed and immediately communicate changes to your customers.  ShortTrack is accessible from any mobile device through its responsive web app, securing any NPI in the event a device is lost or stolen.