northwest title

← Back to Blog

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: 

  • 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. 

Read More
← Back to Blog

How Data Visibility Transforms Title Agency Operations: Lessons from Texas Title & Northwest Title

In the title insurance industry, data drives everything — from tracking closings and remittances to monitoring customer satisfaction and ensuring regulatory compliance. But for many title agencies, that data is often difficult to access, scattered across systems, or buried in canned reports that don’t provide the visibility leadership needs to make informed decisions. 

Two industry leaders, Texas Title and Northwest Title, faced these very challenges. Both companies realized that without real-time visibility into their operations, they were flying blind. Their journey to greater data transparency through Entrinsik’s Informer offers valuable lessons for any title agency looking to modernize operations and gain a competitive edge. 

The Challenges Title Agencies Face with Traditional Reporting 

Most title agencies rely on title production software like Qualia or RamQuest, which offers basic, pre-packaged reports. While these reports cover high-level data like order counts or revenue summaries, they rarely provide the granular insights agencies need to: 

  • Track performance across individual branches. 
  • Measure operational efficiency and customer service outcomes. 
  • Ensure timely and accurate financial reporting. 
  • Spot gaps and delays in the transaction lifecycle. 

Texas Title: Unlocking Financial Transparency with Real-Time Reporting 

Texas Title, a leading agency handling title transactions across 45 states, struggled with manual revenue tracking and limited visibility into office performance. Like many agencies, they depended on canned reports from RamQuest and tracked financial data in spreadsheets, leading to a slow, error-prone process at the end of every month. 

“There was no ability to see who or what office was closing what and to ensure that remittances to the agency were accurate and/or timely.” — Keith Hafner, President, Texas Title 

The Informer Solution 

Texas Title implemented Entrinsik’s Informer, giving leadership real-time access to critical data. With customizable dashboards and automated reporting, they could: 

  • Track open orders and revenue by branch daily. 
  • Eliminate manual tracking, saving hours of staff time each month. 
  • Generate financial transparency reports directly from their RamQuest database. 

The Results 

Management could now see exactly what each office was closing, how much revenue they were generating, and whether remittances were timely and accurate. Reports that used to take days of manual work were now auto-generated and delivered every morning, keeping leadership informed and confident in their data. 

Northwest Title: Measuring Performance and Customer Success with Visual Data 

For Northwest Title, financial data was only part of the picture. To deliver on their Orange Standards — a set of internal customer success benchmarks — they needed to track: 

  • Task completion times across different stages of a transaction. 
  • Response times to customer inquiries. 
  • Gaps and delays in the closing process. 
  • Performance trends across all offices. 

Previously, this data was tracked manually across spreadsheets, making it difficult to spot trends or hold teams accountable. 

The Informer Solution 

By deploying Informer, Northwest Title created over 50 visual dashboards, each tied to a specific customer success or operational metric. They could now: 

  • Track how long it took to complete title searches, issue commitments, and resolve post-closing issues. 
  • Visualize performance trends across offices and individual employees. 
  • Share real-time dashboards with managers to drive accountability. 

The Results 

Managers became more willing to engage with data thanks to easy-to-understand visual reports. Northwest Title saw a 40% year-over-year increase in 5-star customer reviews, driven by faster response times and improved processes. By tracking data quality issues within Informer, they also improved data accuracy across the company, further strengthening their reporting capabilities. 

Why Data Visibility Matters for Every Title Agency 

The experiences of Texas Title and Northwest Title underscore a crucial point: data transparency is no longer optional. Agencies that lack real-time visibility into their operations risk: 

  • Financial inaccuracies that undermine profitability. 
  • Inefficiencies that delay closings and frustrate customers. 
  • Compliance gaps that expose the agency to regulatory risk. 
  • Limited ability to track customer service performance, which directly impacts referrals and repeat business. 

With a modern business intelligence platform like Informer, title agencies can: 

  • Track revenue, productivity, and customer satisfaction across all offices. 
  • Spot trends and performance gaps in real time. 
  • Automate daily, weekly, and monthly reports, keeping leadership informed without manual data pulls. 
  • Improve decision-making by giving managers the data they need to act quickly and confidently. 

Conclusion: Your Data is Your Competitive Advantage 

If your title agency is still manually piecing together reports or relying on one-size-fits-all data from your production system, it’s time to rethink your approach. Data isn’t just a back-office function — it’s your most valuable tool for driving growth, managing risk, and delivering exceptional service. 

Ready to see how Informer can help your agency transform data into insight — and insight into action? Request a Demo and discover what’s possible with real-time data visibility. 

Read More