⚖ Built for Texas Title Companies

Your pipeline deserves more than a spreadsheet.

TitleSentry tracks every file through all 9 stages of the Texas closing process — with per-stage checklists, exception flagging, a 7-report suite, and a permanent audit trail that never deletes anything.

Works alongside RamQuest & SoftPro No setup fees Texas pipeline built in Client portal included
Live Pipeline — 12 files
Order Opened2
Title Search2
Commitment Issued2
Title Cleared2🚩
Closing Scheduled2
Funded → Recorded2

Built for title companies.
Not generic offices.

9-stage Texas pipeline. Permanent audit trail. 7 reports. Client portal. E&O-ready PDF. No setup fee, no contract.

📋

9-Stage Texas Pipeline

Order Opened through Recorded on a visual kanban board your whole team sees at a glance.

Stage Checklists

Each stage auto-loads the correct task list. Progress visible on every file card. Resets automatically on advance.

🚩

Exception Flagging

Flag any file with a reason. Instant email alert to the assigned closer and all admins.

Stage Regression

Move files backward with a mandatory written reason. Permanently logged — nothing deletable.

📧

Automated Alerts

1-day and 3-day closing reminders. Instant flag and regression emails. Daily morning pipeline digest to admins.

📄

PDF Closing Reports

Full file history, checklist, and details in one PDF. One click. E&O-ready. Stamped CONFIDENTIAL.

📊

7-Report Suite

Closing schedule, flagged files, monthly volume, staff workload, stage velocity, regression report, and audit trail.

📅

Closing Calendar

Monthly calendar view with color-coded closing dates. Urgent indicators, flagged file highlights, upcoming sidebar.

🔗

Client Portal

Send buyers and agents a secure status link — no login required. Branded as your office, not TitleSentry.

CSV Export

Pipeline, closing schedule, flagged files, or full data dump. Your data — always exportable, no lock-in.

👥

Role-Based Access

Admin, Closer, Processor, Viewer. Control exactly who can do what. Deactivate staff in one click.

Custom Stage Manager

Add, rename, recolor, or delete stages. Task templates per stage. Your workflow, your pipeline.

The full Texas closing lifecycle.

Every stage customizable. Every file always exactly where it should be.

#1
Order Opened
#2
Title Search
#3
Commitment Issued
#4
Title Cleared
#5
Closing Scheduled
#6
Docs Prepared
#7
Closed
#8
Funded
#9
Recorded

Need a 10th stage? Add it in 30 seconds.

Every action.
Locked forever.

Every stage advance, reversal with mandatory reason, flag, note, and task completion is permanently timestamped. Nothing can be deleted.

When your E&O carrier asks what happened on a file, you have the answer — all the way back to day one.

See it live →
File History — LTTX-025-0061 reversal
Stage moved back to “Title Search” from “Commitment Issued”
Reason for Reversal
Underwriter flagged gap in chain of title 2009–2011. New search ordered.
Judy Sanchez · Apr 3, 2025 2:00 PM
Stage advanced to “Commitment Issued”
Judy Sanchez · Apr 1, 2025 10:00 AM
Stage advanced to “Title Search”
Judy Sanchez · Mar 27, 2025 9:00 AM
File opened by Melissa Mikulik
System · Mar 25, 2025 8:00 AM

Built for agencies doing real volume.

5 to 50 staff. 50 to 500 closings a month. Texas and Southwest markets.

Office Managers

See the whole office in one view.

  • Morning pipeline email at 7 AM — before you open anything else
  • Know which files are flagged and why before your team tells you
  • Closing calendar with urgent indicators for files due this week
  • Staff workload report — see who has too many files at a glance
Processors & Closers

Always know what’s left on your files.

  • Stage checklists reset automatically — no manual setup
  • Automated closing reminders 1 and 3 days before every closing
  • Flag a file and log the reason in under 10 seconds
  • Send buyers and agents a portal link directly from the file
Agency Owners

Audit trail that protects your business.

  • E&O documentation on every file — one-click PDF
  • Stage velocity report — know exactly where files slow down
  • Regression report — mandatory reasons, permanently locked
  • Your data always exportable — no vendor dependency

Seven reports. Zero spreadsheets.

Everything your office manager needs for the morning standup, the Friday review, and the E&O audit — built in and ready to open.

📅
Closing Schedule
All files with closing dates — this week, month, or custom range. Urgent banners for files closing within 3 days.
🚩
Flagged Files
Every open exception and hold. Plus a full regression tab — every stage reversal with its mandatory reason.
📊
Monthly Volume
12-month bar chart of files opened and closed. Pipeline breakdown. Closed-this-month file list.
👥
Staff Workload
Per-closer file count, active files, 30-day advances and reversals. See who is overloaded instantly.
Stage Velocity
Average days a file spends in each stage. Automatic bottleneck detection with health indicators.
Regression Report
Every stage reversal by date range and staff member. Keyword analysis. Repeat-offender detection.
🔍
Audit Trail
Every action by any staff member — searchable timeline across all files. Export full history any time.

Your buyers can track their own file.

Generate a secure link from any file and email it to the buyer, seller, or agent. They see current stage, closing date, task progress, and their closer’s contact — no login, no account, no app.

The portal is branded as your office — not TitleSentry. Internal notes, flag reasons, and regression history stay invisible to clients.

No login required — just the secure link
Branded as your title company, not TitleSentry
Stage progress bar, closing date, task completion %
Assigned closer name and direct phone number
Staff can revoke or regenerate links any time
View count tracking — know when clients check in
File LTTX-025-007
918 W Dove Ave, McAllen TX
Order OpenedTitle ClearedRecorded
The title has been cleared and is ready for closing preparation.
Apr
7
Closing in 14 days
Monday, April 7, 2026
Buyer
Carlos Vega
Closer
Rosie Ibarra
📞 Call (956) 994-1656

⚠ RamQuest’s support window is closing.

Qualia acquired RamQuest in January 2025. The one-year RamQuest One support window expires this month. If your office is still on RamQuest, you need a plan now. TitleSentry’s CSV export gives you a clean file to hand any new production system — no API, no scramble, no data loss.

Get ahead of the transition →

Simple, transparent pricing.

No setup fees. No contracts. Cancel anytime.

Starter
$99
per month
Up to 3 staff · 30 files
  • Full 9-stage pipeline
  • Stage checklists
  • Permanent audit trail
  • Exception flagging
  • Closing calendar
  • CSV export
  • Email support
Get Started
Office
$299
per month
Unlimited staff · Multi-closer
  • Everything in Professional
  • Custom task templates
  • Staff workload reporting
  • Stage velocity report
  • Advanced exports
  • Onboarding call
  • Phone support
Get Started
Enterprise
Call Us
 
Multi-location · Custom contract
  • Multi-office pipeline
  • Cross-office reporting
  • Custom integrations
  • SLA & account manager
  • Custom terms
Contact Us

See TitleSentry in 20 minutes.

Live walkthrough of your actual workflow. No slide deck. No sales pitch. Just the product.

  • Live pipeline with your file format and stage layout
  • Stage checklists, flagging, and regression with reason log
  • 7-report suite — closing schedule, staff workload, stage velocity
  • Client portal — generate a link and show buyers what they see
  • PDF closing report — your E&O documentation
  • Email alerts and morning pipeline digest walkthrough
Questions? Email us directly
SentrySuite · McAllen, TX
Request a Demo
We’ll be in touch within one business day.
No commitment. We respond within one business day.