Key facts
- Settlor's title production system is now integrated with TitleSphere's CRM.
- The integration allows title firms to use live transaction data for real-time client insights.
- TitleSphere automatically ingests production data from Settlor.
- Users can track referral patterns and monitor new client activity.
Settlor, a national provider of title and settlement services technology, has integrated its open-API title production system with TitleSphere, a customer relationship management (CRM) platform designed for title companies and their sales and marketing teams. This integration allows title professionals to access and utilize transaction data directly within their production workflow.
According to Settlor, its API is designed to facilitate integrations without the technical and commercial barriers often associated with closed systems. Hayden Hamilton, CEO and co-founder of TitleSphere, described the collaboration as "genuinely refreshing," noting the API's clear documentation and the Settlor support team's responsiveness.
The seamless data flow enables TitleSphere to automatically ingest production data from Settlor. This capability provides title firms with real-time context around transaction activity, allowing them to build targeted customer call lists, track referral patterns, identify dormant relationships, and monitor new client engagement.
Mike Patterson, co-founder of Settlor, highlighted that both platforms were developed with a user-centric approach, which contributed to the smooth integration process. The integration ensures that the production data feeding into TitleSphere's existing workflows, including email, calendar, market intelligence tools, and automated outreach features, remains current and accurate.