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Ops Insights

Turnkey reporting for title agencies and underwriters

Ops Insights gives title agencies and underwriters the reports, dashboards and alerts their production software doesn't, with a ready-made report library for the system you already run.

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Works with your title production software

Pick your title production software (TPS) to see what Ops Insights reports on.

On a different system? Ops Insights connects to any SQL-based system, and our analysts can build your reports from scratch (database reporting). Ops Insights does not connect to Qualia.

Questions the reports answer

Title agencies run on thin margins and deadlines. These are the questions owners and managers ask us most.

  • Which clients are worth the work?

    Revenue and profitability by client and product, with trends, so you know where to focus and which accounts cost more than they bring in.

  • Is everyone pulling their weight?

    Turn times and volume by employee, office and branch show where work piles up and where to move people.

  • What needs attention today?

    Dashboards for each role and KPI alerts by email, so you hear about a drop in orders or a missed deadline without running a report.

  • Are vendors meeting their SLAs?

    Scorecards for abstractors, examiners, notaries and other vendors, built from turn times in your own files. Vendor scorecards

  • Are we compliant?

    Monitoring for recordings, curative, outstanding checks and policies, disclosures and vendor licenses. Compliance monitoring

  • What does accounting need?

    Financial and transaction data pulled from your TPS and shaped for import into your accounting system. Accounting data export

A report library built for title

The base library covers a title file from order to policy. It rolls out through templated roles, so an agency can go live without designing its own reports first.
  • 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

Anything custom is written by our analysts, who have title and lending experience, and comes back for you to preview and approve.

Illustration of an Ops Insights dashboard. Tile names are from the product; the numbers are sample data.

Why title agencies choose Ops Insights

  • Industry knowledge

    We have implemented and configured title production systems, so we know where the data lives and what it means.

  • Turnkey rollout

    Templated roles and a ready-made library mean your team sees useful reports from the start.

  • Accurate reports, fast turn times on custom work

    Reports run against your system of record, and new ones are written by people who know title.

  • Access from anywhere

    Ops Insights is a web application with role-based access, so owners and managers can check the numbers from the office or on the road.

Discover a better bottom line.

See your own reports, dashboards and alerts in a 30-minute demo. We'll walk through what Ops Insights would look like on your data.

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