Microsoft 365 mailbox sync
Connect your shared order inbox through Azure AD. Unread messages get pulled every minute (or whenever you want), stored safely, and queued for parsing. Each tenant gets their own mailbox settings.
Services
End-to-end order intake automation.
From the mailbox to a ResWare file, every step is covered. Built for title companies that work with multiple mortgage clients.
Client-specific order parsing
Each mortgage client gets a parse template that pulls out borrower, property, loan, transaction type, SSN, phone, and more. Sender profiles make sure the right email goes to the right template. Missing fields get caught before anything reaches ResWare.
Validate & approve workflow
Your team gets a simple review queue where every field can be edited. They can fix errors, check against the original email, and approve when it looks good. Trusted senders can skip review entirely.
ResWare API integration
Approved orders get mapped to ResWare with the right transaction, product, and loan types. Files are created through the API, notes get attached, and your team can browse existing files from the orders portal.
Mortgage client portal
Let mortgage clients see their submitted orders, file numbers, current status, and full history. It's something most title companies can't offer, and clients notice.
Onboarding & support
We help you configure Azure AD, ResWare credentials, mortgage client templates, and sender profiles. Ongoing support for template updates, new clients, and platform questions.
Plans
Flexible for every title company
Contact us for pricing tailored to your order volume and mortgage client count.
Starter
Single tenant
For one title company
- Microsoft 365 email sync
- Up to 10 mortgage client templates
- Review queue & ResWare API
- Admin + orders portals
- Email support
Professional
Multi-tenant
For platform operators
- Everything in Starter
- Unlimited title company clients
- Platform admin portal
- Mortgage client portals
- Priority support & onboarding
Enterprise
Custom
High volume & custom needs
- Everything in Professional
- Custom parser development
- SSO / SAML integration
- Dedicated support channel
- SLA & uptime guarantees
"Not sure which plan fits your workflow?"
Tell us how many mortgage clients send you orders by email today. We'll help you figure out the right setup and which ones to automate first.
Talk to us →