Everything in one place
The whole closing, start to finish
Stop juggling spreadsheets, scanners, and email threads. TitleVault Pro handles every step of title and escrow production from open to disbursement — with the modules the big platforms charge a fortune for.
Order & file management
Open files, track parties, tasks, and notes with a clear status pipeline so nothing slips between order and closing.
Title commitments & policies
Produce ALTA-style commitments and policies right on the file — Schedule A, B-I requirements, and B-II exceptions, then print or share.
Document automation
WYSIWYG templates with merge fields and letterhead. Generate, upload, and combine documents into one polished PDF packet.
Settlement statements
Build CD-style settlement statements with line items that balance automatically — buyer, seller, and lender all reconciled.
Escrow & trust accounting
Track every dollar in and out with reconcilable escrow ledgers that keep your trust accounts balanced and audit-ready.
Workflow automation
Milestone templates spin up a fully-dated task checklist the moment you open a file — due dates calculated from the closing date.
Client closing portal
Give buyers, sellers, agents, and lenders a branded link to follow the closing — a live status timeline and key dates, no login required.
Contacts & CRM
Keep a reusable directory of lenders, agents, underwriters and attorneys — then drop them onto any order in one click.
Reports & profitability
A five-tab reporting suite with per-file profit and margin, a closing calendar, one-click CSV export, and built-in billing.
Multiple office locations
Run several branches from one account. Keep each office address on file, mark a primary, and tag any order to the office handling it — that address then prints on the file's invoice.
Invoicing & QuickBooks
Branded invoices built from your own templates with the file's real charges, per-file profitability — and one-click push of invoices and trust entries to QuickBooks Online.
Calendar sync & integrations
Subscribe your closings and deadlines to Google, Outlook, or Apple Calendar, print FedEx labels from a file, and connect anything else through an open REST API and webhooks (Zapier/Make ready).
