LodeStar Software Solutions, a provider of web-based compliance and marketing solutions for title and settlement agents, released its Title Sales Manager platform, a customer relationship management software specific to the title industry.
TSM allows agents to view sales data and web activity from their customers in real time. The new software also pulls title agents’ loan data directly from their title production software.
“Business intelligence tools like the Title Sales Manger are not readily available or cost-effective for title agents,” LodeStar CEO Jim Paolino said. “We see the TSM as a natural addition to our growing suite of products. By giving the agent a snapshot of their business activity, they can detect subtle changes or areas that they need to focus on with greater certainty, at an affordable price point for agents of any size.”
By monitoring usage of the rate calculators sitting on the agent’s website, the Title Sales Manager can measure the web activity against the actual number of loans coming in. In addition to the tracking, agents can see the top users of their website tools and assign sales staff to work with those users.
LodeStar has completed implementation of the TSM on all current customers and plans on adding new features and integrations over the coming months.