Add to TitleTrackr
על-ידי TitleTrackr
Use TitleTrackr AI to instantly create an order straight from your inbox.
TitleTrackr for Outlook streamlines the order intake process for title companies and real estate professionals. With a single click, import emails containing PDF attachments—such as title orders, contracts, and closing documents—directly into your TitleTrackr account.
Key Features
One-Click Import — Select any email in Outlook and click "Send to TitleTrackr" to instantly import it along with all PDF attachments.
AI-Powered Data Extraction — TitleTrackr's AI automatically reads your PDFs and extracts key order details including property addresses, buyer/seller information, lender details, and closing dates—eliminating manual data entry.
Duplicate Detection — The add-in automatically checks if an order already exists for the email, preventing duplicate entries and keeping your pipeline clean.
Secure Authentication — Connect your TitleTrackr account securely via OAuth. Your credentials are never stored in the add-in.
Visual Progress Tracking — A step-by-step wizard shows exactly what's happening as your email is processed and your order is created.
Who Benefits
This add-in is designed for title agents, escrow officers, and real estate transaction coordinators who receive order requests via email. Instead of manually downloading attachments, opening PDFs, and retyping information into your order management system, TitleTrackr for Outlook automates the entire workflow.
Requirements
Active TitleTrackr subscription and Outlook on the web or Outlook desktop.
יכולות אפליקציה
- יכולה לשלוח נתונים דרך האינטרנט
- אפליקציה זו יכולה לקרוא או לשנות את התוכן של כל פריט בתיבת הדואר שלך, וליצור פריטים חדשים. היא יכולה לגשת למידע אישי - כגון הגוף, הנושא, השולח, הנמענים או הקבצים המצורפים - בכל הודעה או פריט לוח שנה. עיין במדיניות הפרטיות של המפתח לקבלת פרטים נוספים על האופן שבו מידע אישי מנוהל ומעובד.