Overview
Optimize your title and settlement process
Title and Closing Workflow Solution is your secure, web-based platform for receiving orders, sending completed title documents, and communicating with clients. Integrated with Encompass and used by many lenders, it allows you to communicate with the nation’s largest lenders and their vendors simply and securely. Providers will receive orders from Cotality-supported lenders, exchange messages about specific orders, and return completed work—all within a secure, closed environment. This solution replaces phone calls, faxes, and email, providing a secure, organized platform to track and transmit all orders and completed title/escrow products.
Reduce your to-do list
Using providers' portals and title company software can make title management disjointed. Title and Closing Workflow Solutions’ automated framework ensures efficient and consistent order management within one interface
Modernize order management
The Title and Closing Workflow helps monitor all activities with BI reporting, organizes user roles with simplicity, and connects to a range of title and closing products to make mortgage closing services and order management easier.
Secure your peace of mind
Traditional transfers of documents, communications, and wire instructions can lead to data breaches and fraud within your mortgage closing services. Title and Closing Workflow Solutions securely maintains proprietary information within the platform along with a visible audit trail.
Reduce your to-do list
Using providers' portals and title company software can make title management disjointed. Title and Closing Workflow Solutions’ automated framework ensures efficient and consistent order management within one interface
Modernize order management
The Title and Closing Workflow helps monitor all activities with BI reporting, organizes user roles with simplicity, and connects to a range of title and closing products to make mortgage closing services and order management easier.
Secure your peace of mind
Traditional transfers of documents, communications, and wire instructions can lead to data breaches and fraud within your mortgage closing services. Title and Closing Workflow Solutions securely maintains proprietary information within the platform along with a visible audit trail.
Features
Simplify your quote-to-order experience
Imagine transforming your lending process into a seamless, end-to-end experience where every step, from quoting to ordering, is streamlined and efficient. Integrate SmartFees, LenderFees, and PTE with Cotality’s Title and Closing Workflow solutions. Automate fee calculations, manage lender-specific fees, estimate property taxes, and pass title orders through automatically. Achieve operational excellence with these powerful tools, ensuring a smooth, reliable process that enhances efficiency and customer satisfaction. Start optimizing your workflow today!

SmartFees: unlock accurate closing rates and fees
Automate fee quoting with precision and compliance, ensuring accurate calculations and building borrower trust. Simplify closing rate and fee data collection. Access precise closing cost data for accurate loan estimates to avoid fee cures. Integrate your preferred provider’s rates and fees, leveraging Cotality's network for unmatched efficiency and reliability.
LenderFees: auditable fee management for accuracy
Elevate your fee management with LenderFees, part of Cotality’s best-in-class SmartFees. Access nearly all required Loan Estimate fees in one click. Save time, improve accuracy, and seamlessly integrate with your Loan Origination System (LOS), enhancing your mortgage lending activities with this powerful, trusted platform.
Property Tax Estimator (PTE): accurate tax data for smooth closings
Simplify your closing process with accurate, up-to-date property tax data. Get precise tax information for specific addresses, including new construction loans. Automate calculations, minimize errors, and enhance productivity. Ensure all tax-related information is current, reducing discrepancies and delays for a smoother, more reliable lending experience.
72%
more transactions without adding staff
4.3hrs
eliminated from manual tasks
$181
saved per transaction