Team Collaboration
Work Seamlessly with Realtors, Brokers, and Your Team
Real estate transactions involve multiple parties. Title Platform makes it easy to collaborate with realtors, mortgage brokers, and transaction coordinators on every deal.
Start CollaboratingMulti-Party Collaboration
Everyone on the Same Page
Title transactions involve buyers, sellers, realtors, lenders, and more. Title Platform connects your team so everyone has access to the information they need, when they need it.
- Share calculations with any team member instantly
- Real-time sync keeps everyone updated
- Role-based permissions protect sensitive information
- Activity tracking for full transparency
- Co-branded PDF exports for partnerships
Team Roles
Built for How You Actually Work
Organization Admins
Designate admins who can manage team members, configure settings, and access all features.
- Manage team members
- Configure organization settings
- Full feature access
- View all activity
Employees
Add staff members with appropriate permissions. Track status, manage roles, and control feature access.
- Create calculations
- Access customer data
- View team activity
- Collaborate on transactions
Realtors
Share calculations with your realtor partners. They can create quotes for their clients with their branding while you maintain visibility on all transactions.
- Create and share calculations
- Add their own branding
- Access shared calculation history
- Work with multiple title companies
Mortgage Brokers
Include mortgage brokers in the transaction from the start. They can contribute loan details and see buyer estimates as they develop.
- View shared calculations
- Add loan details with NMLS ID
- Collaborate on buyer estimates
- Work with multiple title companies
Transaction Coordinators
Give your support team the access they need without giving away the keys. Transaction coordinators can assist with calculations and client communication.
- Support calculation creation
- Access client information
- Assist with follow-up
- View team activity
Organization Management
Manage Your Team and Partners
Title Platform gives you complete visibility into your team and partner network. Manage employees, track realtor relationships, and enable multi-organization access for your partners.
- Multi-organization support - realtors and brokers can work with multiple title companies
- Employee directory with status tracking and role assignment
- Realtor directory to manage all connected realtor partners
- Mortgage broker directory with NMLS ID tracking
- Team invitations via email with role assignment
Collaboration Features
Everything You Need to Work Together
Share Calculations Instantly
Select team members when creating a calculation. They'll have immediate access to view and collaborate.
Real-Time Sync
Changes sync instantly across all team members. Everyone always sees the latest version of every calculation.
Role-Based Permissions
Control who can view, edit, or share calculations. Set permissions based on team member roles.
Activity Tracking
See who created, modified, or viewed calculations. Full audit trail for compliance and accountability.
Co-Branded Outputs
PDF exports can include branding from multiple team members. Perfect for realtor-title company partnerships.
Activity Tracking
See who created, modified, or shared calculations. Full activity history for transparency and accountability.
Contract Management
Track Contracts from Start to Finish
Beyond calculations, Title Platform helps you manage the full contract lifecycle. Track status through 8 stages, share with clients via secure links, and keep everyone informed throughout the transaction.
- 8 status stages: Draft, Pending, Under Review, Needs Revision, Approved, Completed, Cancelled, Expired
- Deadline tracking for closing date, inspection, and financing
- Upload and store contract documents
- Attach calculation data to contracts
- Public sharing via secure token links
- Realtor and employee assignment per contract
Frequently Asked Questions
How do I share calculations with realtors?
Can mortgage brokers access my title company's platform?
What permissions can I set for different team members?
Is the collaboration real-time?
Can team members add their own branding to shared calculations?
Ready to Improve Your Team Workflow?
Join title companies who use Title Platform to collaborate more effectively with their realtor and broker partners.