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AI receptionist for title and escrow companies
For escrow offices juggling five closings and a ringing phone at month end.
It is the last Friday of the month. Every closer has a table full of signers, and agents, lenders and buyers all want an answer about Tuesday. Tactly takes those calls.
- TactlyBrightwater Title and Escrow, I'm the virtual assistant and this call may be recorded. How can I help?
- CallerHi, this is Priya. I'm buying on Juniper Court and I need the wiring instructions for my down payment.
- TactlyI can't give wiring instructions by phone, Priya. Please confirm them only through your closer using the verified process they gave you, and never from an email alone.
- CallerOkay. Can you have my closer reach out?
- Message for the office: Buyer on Juniper Court requesting wire confirmation
- TactlyI've sent your closer a message with your name and the property. They'll follow up with you.
Can an AI receptionist work for title and escrow companies?
Tactly is an AI receptionist for title and escrow companies. It answers in your company's name, explains what to bring to a closing from your notes, schedules signing appointments into open times on your calendar, and transfers agents or lenders to named numbers such as Closing or Escrow during hours. It cannot see files and never gives wiring instructions by phone. Every call is emailed with a summary and the transcript.
The problem
Missed calls are missed work.
A title office lives on deadlines it does not set. Closing dates are fixed in contracts, and every party to a deal calls for updates in the final week. Calls that go unanswered turn into anxious agents and buyers who think something has gone wrong.
Phones in a title office also carry risk. Fraudsters call pretending to be a party to the deal, and buyers are targeted with fake wiring emails. A receptionist that never gives wire details by phone, and says so plainly, is one less weak spot.
Calls it handles
The calls title and escrow companies get every day.
Scheduling a signing
Tactly offers open signing times at your office from your calendar and notes who will be signing and for which property.
Wire instruction requests
It tells the caller it cannot give wiring instructions by phone and to confirm them only through your verified process, then flags the call.
Status of a closing
It cannot see your files. It takes the property address and question and emails them to the closer to follow up.
What to bring
Photo ID, certified funds rules, power of attorney requirements: Tactly reads back exactly what your notes say.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for title and escrow companies.
- Write your wire fraud policy in the notes so Tactly repeats the same warning every time a caller asks about wiring money.
- Set up named transfer numbers for Closing and Escrow, with a note that agents and lenders asking about a file go to Closing.
- List what signers must bring and how long a typical signing takes, so booked appointments leave enough time at the table.
Plans for title and escrow companies
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Will Tactly ever give wiring instructions?
No. It tells every caller it cannot give wiring instructions by phone and points them to your verified process with their closer.
Can it see where a file stands?
No. It is not connected to your title software. It takes the address and question and emails them to your team.
Can it book mobile signings?
It can book into any appointment type on your calendar. If you offer mobile signings, add them as their own type with your rules in the notes.
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Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.