Customer communication and scheduling

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   New Title Order Created

   A new title order is initiated in the title company management system. This triggers the automated customer communication workflow.

   SoftProRamQuest
2. 2

   Action

   Send Welcome Communication Package

   Automatically sends welcome email with transaction timeline, required documents checklist, and initial contact information to all parties. Sets up communication preferences for the transaction.

   SoftProResWare
3. 3

   Action

   Schedule Title Search Completion

   Creates calendar event for title search completion based on contract timeline. Sends calendar invitations to relevant team members and sets automated reminders.

   DataTraceStewart Title
4. 4

   Decision

   Check Transaction Complexity Level

   Evaluates transaction details to determine if standard or expedited communication schedule is needed. Routes to appropriate communication cadence based on urgency and complexity.

   SoftProRamQuest
5. 5

   Action

   Send Progress Updates

   Automatically sends scheduled progress updates to buyers, sellers, and agents based on transaction milestones. Includes current status and next steps information.

   ResWareCloser's Choice
6. 6

   Action

   Schedule Closing Appointment

   Coordinates availability between all parties and schedules closing appointment. Sends calendar invitations with location, required documents, and wire transfer instructions.

   SoftProCloser's Choice
7. 7

   Output

   Generate Communication Summary Report

   Creates comprehensive report of all customer communications, scheduled appointments, and response tracking. Provides audit trail for transaction file completion.

   ResWareRamQuest

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