Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Title Companies
Keep title service invoices organized without mixing them with escrow funds.
Title company service-fee receivables follow-up with file context, approved reminders, and staff routing for closing exceptions; escrow and trust funds are excluded.
- Prioritize outstanding professional-service invoices by client, file reference, and due date.
- Prepare reviewed reminders using approved billing contacts and engagement terms.
- Route closing, recording, payoff, and fee disputes to authorized staff.
Starting at $300 USD/month
Starting at $300 per month. Final pricing depends on office and file volume, title and accounting systems, integrations, and approval requirements.
What is an AI accounts receivable follow-up agent for title companies?
Title companies may invoice lenders, attorneys, builders, and other business clients for title searches, settlement services, recording support, and related professional work. Billing status can depend on closing milestones, file references, and client-specific terms. This AI accounts receivable follow-up agent helps staff prioritize eligible service-fee invoices, prepare reviewed reminders, and route exceptions using approved business records. The workflow explicitly excludes escrow and trust-account funds.
Service-fee receivables with file context
Invoice queue by file and client
Organize eligible professional-service invoices by client account, authorized file reference, due date, office, and billing status.
Closing milestone awareness
Surface approved closing or recording status references when relevant to invoice eligibility, leaving confirmation to title staff.
Reviewed client reminders
Prepare concise reminders for lender, attorney, builder, or business billing contacts using the company's approved terms and language.
Exception routing
Flag closing delays, disputed fees, payoff or recording questions, and file mismatches for authorized title or finance staff.
Where it can help
Title search and examination fees
Prioritize unpaid business invoices for completed title services according to documented client terms.
Settlement service billing
Organize eligible service-fee receivables by file and client while keeping any closing contingency subject to staff confirmation.
Builder and lender account follow-up
Apply distinct terms, contacts, and review queues for recurring business customers.
Closing-related billing exceptions
Route questions about a delayed closing, recording issue, fee amount, or file reference before further follow-up.
How it works
A step-by-step workflow your team can review before launch.
Map billing and file references
Connect approved accounting and title production references using only the identifiers and billing fields needed for the workflow.
Define invoice eligibility
Document which service fees qualify, closing-related holds, client terms, reminder timing, and cases that need title staff review.
Review proposed reminders
Finance staff verify the invoice, file status, and authorized business contact before approving or editing a message.
Track payment and resolution
Record remittance updates, staff-confirmed fee corrections, file exceptions, and the owner responsible for next steps.
Built around your business
What we configure
- Separate rules for lender, attorney, builder, and other business accounts
- File and service-fee reference mapping with appropriate access limits
- Closing, recording, payoff, and fee-dispute hold conditions
- Approved templates, billing contacts, cadence, and review checkpoints
What we need from you
- An accounting source with reliable invoice status, due dates, balances, and business client IDs
- A title production reference source sufficient to confirm approved file status
- Documented professional-fee terms and authorized business billing contacts
- Named title and finance owners for closing questions, disputed fees, and record corrections
Clear boundaries before launch
What it will not do
The agent supports administrative follow-up for approved professional-service invoices only. It must not access, reconcile, move, or collect escrow, trust, earnest-money, payoff, or other client funds. It does not interpret title commitments, determine legal rights, authorize disbursements, verify wire instructions, decide fee entitlement, or resolve closing disputes. Staff verify file status, fee accuracy, contacts, and all consequential actions.
How success is measured
Review service-fee invoice aging, follow-up timing, payment status, file-reference mismatches, closing-related holds, dispute resolution time, staff effort, and message edits. Exclude escrow and trust balances from performance measures; results depend on client terms, file data, and staff review.
Frequently asked questions
What does the $300 per month starting price include?
It is a starting price for a scoped workflow. The proposal defines offices and invoice volume, systems, setup, integrations, usage, deliverables, and support.
Does the agent handle escrow or trust funds?
No. Escrow, trust, earnest-money, payoff, and other client funds are expressly outside the workflow.
Can it follow up on title search and settlement invoices?
Yes, if those professional-service invoices are in scope and their billing status, due dates, and authorized business contacts are available.
Can it determine whether a closing fee is owed?
No. Title and finance staff confirm fee terms, closing conditions, and any disputed amount before outreach.
Will it verify or send wire instructions?
No. It does not handle wire instructions, disbursements, or movement of funds.
Can it connect to title production and accounting software?
We review available integrations and permissions during discovery, with a limited data scope and staff approval.
How do we measure impact?
Track service-fee aging, follow-up time, payment updates, file exceptions, staff effort, and message edits. Escrow and trust balances are excluded.
