Clear stuck files. Document every chase.

Clearline is the execution layer above the title platform. It calls municipalities, checks portals, drafts follow-ups, prepares routine requests, and captures evidence so closers spend their time on title judgment, not status chasing.

See how it works for your team

WHAT THIS LOOKS LIKE ON A MONDAY MORNING

A closer opens the queue at 8:05 a.m.

Five Florida files are blocked for ordinary reasons: one open permit search, one municipal lien confirmation, one utility final bill, one HOA estoppel, and one payoff good-through date.

The Researcher has checked county and municipal portals, captured permit numbers, case numbers, account details, source URLs, and timestamps. The Producer has drafted approved follow-up emails and request language. The Coordinator has queued calls, tracked response windows, and routed anything non-routine back to the closer.

By mid-morning, the team has a per-file evidence trail: call transcripts, portal screenshots, email replies, timestamps, and the next best action for every blocker.

THE WORKFLOWS

Five routine loops that move files toward clear-to-close.

The pilot is intentionally narrow: Florida-specific follow-up work, approved scripts and templates, and evidence exported back to the closing file.

Open and expired permits

Check county and municipal portals, call building departments, and capture permit numbers, status, expiration dates, and inspection notes.

Municipal liens

Pull lien searches, call code enforcement, and document lien amounts, case numbers, open cases, and required releases.

Utilities

Request balances and final bill estimates, then capture account numbers, balance amounts, and effective dates for prorations.

HOA / condo estoppels

Submit routine estoppel requests, follow up at approved intervals, and capture fees, assessments, transfer fees, and approval requirements.

Payoffs and vendor status

Submit routine payoff requests, follow up by phone and email, track expiration dates, and surface non-routine issues for review.

THE OPERATING MODEL

Closer Workbench, evidence trail, weekly performance report.

Workbench

Daily queue

Files needing action, blocker reason, next best action, call/email/portal status, and approve-or-escalate controls.

Evidence

Per-file packet

Every call transcript, portal screenshot, source URL, email reply, and timestamp captured for export to the closing file.

ROI

Week-4 report

Files assisted, calls completed, blockers resolved, human hours returned, cost per assisted file, and continuation recommendation.

Four weeks. Five workflows. One clear decision.

Time to first assisted file: 7 days. Pilot length: 28 days. Continuation decision in Week 4.

Book the 30-minute scoping call