4 questions title professionals should ask before changing software systems

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So you’ve been using the same old title production software for years and feel like you’re no longer getting the most bang for your buck. As your business grows, you need efficient software that can grow with you, but some questions hold you back. The four most common questions we hear from title professionals about their concerns about changing their software are:

  • What are the benefits of switching?
  • How will our team know how to use the new system?
  • Will our data be safe?
  • how much will it cost?

Follow the suggestions below to address each of these questions and make the potential software transition as smooth as possible.

What are the benefits of switching?

New technology is changing the title industry at lightning speed. With a simple transition to the new software, you can have all the tools you need to operate at peak efficiency in this modern environment. Some of the most sought after benefits of the industry’s cutting edge technology are:

  • Out-of-the-box solutions that meet your immediate needs on day one
  • Customizable systems (with customizable pricing) that can grow with your business as your needs expand
  • Automated processes to avoid repetitive tasks during the title process
  • Easy access to online tools such as RON, e-Sign and secure wire transfers
  • Connections to all your closing, title and escrow vendors in one place

If you’re considering switching to a different title production system, it’s important to determine whether they have the technology and features you need to make your office more productive. And while the benefits of these added features may speak for themselves, you can still really think about the process of transitioning to and learning the new system. Follow along for more details on how to make the change process quick and easy.

How will our team know how to use the new system?

It may sound daunting, but getting to know your system can be broken down into three easy steps. One of the most important steps toward mastering your new software system is gathering input from your entire team to determine what tools and features everyone needs to be successful. Once your team makes those important decisions, your software provider should lay out an easy roadmap for you to become an expert in no time.

  1. set

There are many exciting decisions to make when switching or upgrading your software. It is essential for the entire team – from top managers to frontline employees – to be involved in the decision-making process. Taking the time to decide on the right features, tools, and add-ons creates endless possibilities for your business. With the right software provider though, there should be no pressure to make every decision first, as you should always be able to add customization along the way.

  1. Learn

Once you’ve decided which tools and features you need, it’s time to learn how to use them like a pro. Your software provider should have as many training opportunities as possible for you to become a professional on your first day using the new system. Studies show that in-person training is most effective, but you should also have the option of participating in virtual sessions, especially if you need to accommodate remote employees in multiple locations.

  1. Examination

The final step is to test your new software system before it goes live. Your new software should allow you to use sample files to test the new system before launching the real thing. This way, if you encounter any problems during the testing phase, you can fix them without interrupting your work.

These steps should allow you to get through any learning curve before going live. Your customers and team members will only care about how much more efficient the process is, rather than any bumps in the road.

Will our data be safe?

Title companies make extraordinary efforts to keep their customers’ data secure. Your title software provider should place equal emphasis and importance on data security. But with outdated software, your client’s data may be vulnerable. Updating your software will give you access to important internal security measures that every software provider should have. This includes:

  • Encrypted way to transfer all data
  • Secure internal folder space so only employees working on your account can access your information
  • Secure online meeting application for communicating banking information
  • Ability to permanently delete any email containing sensitive information from the software provider’s system
  • A system of secure file transfer for transferring sensitive data internally

how much will it cost?

When switching software providers, the cost will largely depend on:

  • size of your organization
  • Number of states you work in
  • Number of employees using the software
  • Whether you complete both commercial and residential transactions

It’s a good idea to find a software provider that will allow you to start with a standard framework that you can build upon over time, especially if cost is a concern. Start small and make sure that later as your business grows, the software allows you to add more customized solutions. With a reputable software provider, you should never be surprised by hidden fees, sudden unreasonable increases or changes in the pricing structure of your title and escrow production system.

shouldn’t be goodbye

Once your new system is fully implemented, you may think that your software provider’s job is done. Not when you use SoftPro. We are with you as long as you use our products. We are your partner long after your implementation is complete, providing you with any kind of support that you require. As your business grows, we are here to grow with you. We take pride in building strong relationships with our customers and providing the best service in the industry. But don’t take our word for it, our customers speak for themselves. As your business grows, we are here to grow with you.

If you are ready for a new software partner or want to take your SoftPro system to the next level, contact us or call us at 800-848-0143 today.

For an in-depth look at all the questions and answers above, click here to read SoftPro’s blog.

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