Case Study: Near North Title Group eliminates manual emails with CloseSimple

Near North Title Group eliminates hundreds of manual emails with CloseSimple

Near North Title Group, a title and escrow company, faced significant disruption from manually drafting client status update emails. These supposedly quick tasks were bogged down by constant interruptions, creating a "draft trap" that led to hundreds of delayed manual messages each month, bogging down their team. To solve this, they turned to the vendor CloseSimple for its automated workflow solution.

CloseSimple implemented automated workflows that integrated with Near North Title Group's production software, SoftPro. Now, completing a single task automatically triggers customized, professional emails to all relevant parties simultaneously. This eliminated hundreds of manual emails per month, provided instant updates, and allowed the team to focus on closing deals. The vendor CloseSimple also provided digital forms, which streamlined document exchanges and further enhanced the client experience.

Near North Title Group