Do you spend a lot of time writing emails to realtors, lenders, and customers to answer their questions about the status of their files? Does this eat up time in your day that you could spend actually working on their files?
I’ve been there too. I know that it can be frustrating to constantly write and re-write emails to multiple parties. Wouldn’t it be nice if you could have an “email updates” template that you could just plug someone’s name and file information into? Wouldn’t that save you so much time?
Search no further. CloseSimple has the templates you're looking for!
So you’ve heard about CloseSimple and how it has helped title and escrow companies save time with our automation and improve their client satisfaction.
You’ve heard about our “Pizza Tracker for Title,” which helps buyers, sellers, realtors, and lenders know what has happened, what is happening, and what will happen next.
And you’ve heard about the automated email and text message updates CloseSimple provides and that they can be customized to your company. So now, you might be wondering what exactly do these email and text message updates look like?
We have put together a downloadable PDF that walks you through the 5 most-used steps that title and escrow companies across America are using.
CloseSimple makes it easy for you to customize these updates to your individual title or escrow company. Customization can be done to the individual steps, header images, timeline colors, words/text displayed in the messages, and the email signatures, which are customized to the individual closer or processor who is in charge of that particular file. This is all done in the set-up process, so you can focus on closing files and CloseSimple can focus on making you look good!
We invite you to check out the downloadable PDF if you’re interested in learning more. The PDF demonstrates our on-boarding process, what it looks like for your company to get up and running with CloseSimple. And, if you want more information, you can always reach out and schedule a time to chat with us. We are here to help you! Let us do the nitty gritty work so you can close more files in less time.