Beyond the Dashboard: How Data-Driven Title Companies Are Winning More Business
For many title companies, the term “data-driven” has become a buzzword — something they assume applies to them because they generate reports or use a dashboard. But just having a dashboard isn’t the same as running a data-driven business.
The difference comes down to how proactively you’re using your data. Are you leveraging it to spot trends, anticipate problems, improve customer experiences, and unlock new revenue opportunities? Or is your data simply a record of what’s already happened, leaving you reacting after the fact?
The title companies that embrace true data-driven operations are seeing tangible benefits — from tighter operational control to faster closings and higher customer satisfaction ratings. Here’s how they do it, and how your company can follow suit.
What Does It Mean to Be Truly Data-Driven?
A truly data-driven title agency does more than just collect data — it integrates, analyzes, and acts on data across the business in near real-time. These companies move beyond the basic reports provided by their title production software, adding layered insights that combine:
- Branch-level performance tracking.
- Customer satisfaction analysis.
- Revenue forecasting by service line.
- Compliance and operational oversight.
The Hidden Costs of Traditional Dashboard Dependency
It’s easy to assume that if you can pull a revenue report or check your order pipeline, you’re covered. But traditional dashboards, even those within systems like Qualia, have serious limitations when it comes to running a truly data-driven title agency.
Common Gaps in Dashboard-Only Agencies
- Lack of customization. Pre-built dashboards rarely reflect the specific metrics that matter most to your business, such as remittance turnaround times or response times to lender inquiries.
- No trend visibility. Most dashboards show current data snapshots, but they don’t capture the historical trends needed to spot early warning signs or process inefficiencies.
- Limited branch comparison. While you might see your agency’s overall performance, side-by-side comparisons of individual office performance, customer satisfaction, or staff productivity are often missing.
- Manual workarounds. Many title companies still export data from dashboards into spreadsheets, where they manually combine data from multiple sources — a slow, error-prone process.
- Siloed data sources. Critical data often lives outside the production platform, in systems like accounting software, customer feedback tools, or ancillary service platforms. Without a way to unify these data sources, agencies end up with fragmented insights instead of a complete picture.
How Data-Driven Agencies Operate Differently
They Monitor Performance in Real Time
At Texas Title, the shift to a truly data-driven approach began with a desire for real-time visibility into revenue and performance across all offices. Using Informer, Texas Title now receives automated daily reports showing exactly:
- How many orders each office opened.
- Total revenue collected across services.
- Fees broken down by type — title searches, closings, and e-recording.
They Use Data to Drive Process Improvements
Northwest Title didn’t just want to know how many deals they were closing — they wanted to understand how well they were serving customers at every stage of the transaction. With Informer, they now track:
- Turnaround times for key tasks.
- Response times to client inquiries.
- Delays or bottlenecks at any stage of the transaction process.
By comparing actual performance to their internal 'Orange Standards', Northwest Title can proactively address issues before they affect customer satisfaction. The result? A 40% year-over-year increase in 5-star reviews.
They Automate Insights — Not Just Reports
A data-driven agency doesn’t just generate reports, it builds systems that automatically highlight trends, outliers, and exceptions. For example:
- Flagging branches where remittance times are increasing.
- Highlighting deals that have stalled beyond a certain threshold.
- Tracking service-level agreement compliance by closer or office.
Are You Data-Driven? Key Questions to Ask
If you want to assess how well your agency is using data to drive success, ask yourself these questions:
- Can I compare revenue and order volume across all my offices in real time?
- Do I know how long it takes my team to complete each stage of the closing process?
- Can I measure customer satisfaction performance beyond post-closing surveys?
- Is my leadership team reviewing data that’s no more than 24 hours old?
- Are we using data to spot trends and prevent problems, or just to explain what’s already happened?
The Competitive Advantage of Data-Driven Title Companies
Data-driven title companies don’t just operate more efficiently — they win more business. Why? Because they:
- Deliver consistently better customer experiences.
- Identify opportunities to cross-sell or expand services.
- Respond faster to agent, lender, and customer inquiries.
- Maintain stronger compliance records.
- Spot and correct process inefficiencies before they erode profitability.
Move Beyond Pre-Built Dashboards with Informer
If your agency is ready to move beyond passive reporting and into proactive data intelligence, Entrinsik’s Informer offers:
- Seamless integration with Qualia, Softpro, ResWare, RamQuest, and other leading systems.
- User-friendly, custom visual dashboards tailored to title agency needs.
- Automated alerts and scheduled reports.
- Real-time performance tracking across offices, teams, and services.
Want to see how it works? Request a Demo to see how Informer can help your title agency use data to drive growth, improve service, and win more business.