Lead Management

Capture More Leads, Close More Deals

Turn website visitors into clients with lead capture tools built specifically for title companies. Manage your entire customer pipeline in one place.

Start Capturing Leads

Lead Capture

Turn Every Calculator User Into a Potential Client

Your public-facing calculators do more than help visitors estimate closing costs. They capture lead information automatically, giving you a steady stream of qualified prospects who are actively engaged in real estate transactions.

Automatic lead capture from public calculators
Contact information collection (name, email, phone)
Property address for targeted follow-up
Lead status tracking and sync indicators
Search and filter leads by any criteria

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Website Visitors2,450

Calculator Users890

Leads Captured324

Qualified Leads156

Lead Sources

Calculator

68%

Open House

22%

Referrals

10%

Lead Sources

Multiple Ways to Capture Leads

Website Calculator Leads

When visitors use your public calculators, capture their contact information automatically. Every calculation becomes a potential lead.

Open House Registrations

Capture attendee information at open houses with our kiosk mode. Score leads as Hot, Warm, Qualified, or Cold for targeted follow-up.

Website Contact Forms

All website enquiries flow into your dashboard. Never miss a potential client reaching out through your website.

Realtor Referrals

Track leads referred by your realtor partners. See which relationships are generating the most business.

Website Inquiries

All contact form submissions flow into your dashboard. Track messages and respond to inquiries in one place.

Customer Database

All Your Clients in One Place

Beyond leads, Title Platform gives you a complete customer database. Keep track of everyone you've worked with, their transaction history, and contact information for future business and referrals.

Full customer profiles with contact information
Search customers by name, email, or phone
View calculation history for each customer
Track customer relationships over time
Easy access for repeat business

Search customers...

Jennifer Martinez

Buyer

Active3 calculations

Robert Kim

Seller

Closed3 calculations

Sarah Williams

Buyer

Active3 calculations

847

Total Customers

124

Active This Month

38%

Repeat Clients

Open House Management

Capture Leads at Every Open House

Partner with realtors to capture leads at open houses. Our kiosk mode makes registration easy, and automatic lead scoring helps you prioritize follow-up.

Event Creation Wizard

Set up open house events quickly with property details, date/time, and registration settings.

Kiosk Registration Mode

Put a tablet at the door and let attendees register themselves with a simple touch interface.

QR Code Registration

Generate QR codes linking to your registration page. Attendees scan and register on their phones.

Public Kiosk Link

Share a public registration link for self-service sign-in at the door.

Lead Scoring

Automatically classify attendees as Hot (80+), Warm (60-79), Qualified (40-59), or Cold based on their answers.

Attendance Reports

See who showed up, who registered but didn't attend, and detailed analytics for every event.

Performance Analytics

Track attendance rate, hot lead conversion, qualified lead rate, and buyer sheet delivery rate.

Export Registrations

Download all registration data as CSV or JSON for your records or external systems.

Virtual Tour Links

Include virtual tour links in your open house listings for remote attendees.

Advanced Filtering

Filter open houses by status, date range, realtor, minimum registrations, and performance metrics.

Realtor Assignment

Assign realtors and mortgage brokers to open houses and track their events and leads.

Auto-Send Buyer Sheets

Automatically send buyer estimate calculations to registrants after the event.

Lead Scoring That Works

Not all leads are created equal. Our automatic lead scoring helps you focus your time on the prospects most likely to close.

Hot (80-100) - Ready to buy/sell within 30 days
Warm (60-79) - Actively looking, 1-3 months
Qualified (40-59) - Meets criteria, timeline TBD
Cold (20-39) - Just browsing, future potential

Open House Performance

Hot Leads12

Warm Leads18

Qualified15

Cold5

Frequently Asked Questions

How does lead capture work on my website?

When visitors use your public-facing calculators, they can optionally enter their contact information to save and receive their quote. This information flows directly into your Title Platform dashboard as a new lead.

Can I track which calculators generate the most leads?

Yes, your dashboard shows analytics on lead sources. You can see which calculators are being used most frequently and which ones are converting visitors into leads.

Does Title Platform integrate with my existing CRM?

Title Platform includes its own lead management and customer database features. While we don't currently offer direct integrations with external CRMs, you can export your data for use in other systems.

How do I follow up with leads from open houses?

Open house registrations appear in your dashboard with lead scores. You can view contact details, see their registration responses, and use this information to prioritize your follow-up calls.

What is lead scoring and how does it work?

Lead scoring categorizes leads based on their responses during registration. Hot leads are ready to buy soon, Warm leads are actively looking, Qualified leads meet your criteria, and Cold leads are just browsing. This helps you focus on the most promising prospects.

Have questions or need assistance?

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