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Ops Insights

Settlor reporting with a ready-made report library

Ops Insights connects to Settlor and gives your agency a turnkey library of Settlor reports, dashboards and KPI alerts, plus custom reports written by analysts who know title.

Schedule a demoWhat's in the library

What is Settlor?

Settlor is title production software that title agencies use to run their orders.

Ops Insights reports from the Settlor title software database, so your dashboards and reports reflect the files your team works in Settlor.

Illustration of the report library. Report names are from the product.

What's in the Settlor report library

Base reports for Settlor cover the work of a title agency from order to policy. They are grouped into templated roles, so each person sees the reports for their job.
  • Orders opened, closings, fundings and cancelled files
  • Projected closings and scheduled signings
  • Revenue and profitability by client and product
  • Accounts receivable
  • Turn times for abstracts, title exams, commitment typing and scheduling
  • Closing Disclosure turn times, disbursements and recordings
  • Policy and post-closing tracking
  • Vendor SLA scorecards

Need a report that isn't there? Request it in Ops Insights. Our analysts, who have title and lending experience, write the SQL against your Settlor data, and you preview and approve the result.

Templated roles

  • Owner
  • Operations Manager
  • Title Manager
  • Closing Manager
  • Accounting Manager
  • Disbursements Manager
  • Policies Manager
  • Post Closing Manager
  • Sales and Marketing
  • Vendor Manager
  • JV Partner
  • Client

Vendor roles for abstractors, notaries, contract attorneys and document prep, and SLA roles for each step of the file, are in the library too.

Dashboards, alerts and sharing

The same Settlor data drives dashboards for managers, alerts for exceptions and reports for the people outside your office.

  • KPI alerts on order counts

    Get an email when orders from new or existing clients rise or fall past a threshold you set, compared with last month or last year.

  • Vendor scorecards

    Turn times between any two steps of the file, measured against your benchmark, for staff and for vendors. Vendor scorecards

  • JV partner dashboards

    Give joint venture partners and clients their own dashboards and emailed reports, limited to their files.

  • Excel, CSV and branded PDF

    Download any report, or send it on a schedule to people inside or outside your organization. Automated reporting

  • Drilldown to the file

    Click through a dashboard tile to the files behind it, or to subtotals by branch, client, office or employee.

  • Compliance monitoring

    Track recordings, curative, outstanding checks and policies, and vendor licenses. Title agency compliance

Other title production software

Discover a better bottom line.

See the Settlor report library, dashboards and alerts in a 30-minute demo.

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