Title 360

Title 360

Tokara Solutions
Velma CRM

Velma CRM

Velma
+
+

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About

Title 360 CRM is a customer relationship management platform built specifically for Title & Escrow companies that centralizes client, referral, and transaction data in one system and tightly integrates with leading closing software such as Qualia and Resware to give users complete 360-degree views of relationship profiles, notes, history, and order status. It streamlines sales, marketing, and escrow workflows by automating routine tasks and alerts, improving communication, reducing manual work, and providing detailed dashboards and built-in reporting so teams can identify top referral sources, track pipeline performance, and optimize time with key contacts. Designed to be intuitive with minimal training required, Title 360 lets users manage leads, follow-ups, pipeline activity, document status, and client interactions from one cloud-accessible interface that works across devices, and it supports customization of workflows, fields, and reports to fit unique business needs.

About

Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State of the art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans. Velma CRM focuses on building strong relationships for the Loan Officer which result in a never-ending pipeline of repeat and referral business. Automated marketing campaigns, proven communication strategies, intuitive user interface, and on-demand marketing tools all make is easy to keep your customer yours. Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agencies and professionals interested in a tool that integrates with their closing software to automate workflows, centralize client data, and boost transaction management efficiency

Audience

Companies that need a loan CRM

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Tokara Solutions
Founded: 2009
United States
title360crm.com

Company Information

Velma
Founded: 2006
United States
www.meetvelma.com

Alternatives

Landtech

Landtech

AccuTitle

Alternatives

TitleExpress

TitleExpress

First American Professional Real Estate Services
Lender Optimus

Lender Optimus

Lender Software Solutions

Categories

Categories

Integrations

Qualia
ResWare
TrustEngine

Integrations

Qualia
ResWare
TrustEngine
Claim Title 360 and update features and information
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