CRM Essentials for Title Agents

February 27, 2025

Title agents need a Customer Relationship Management (CRM) system to effectively manage their complex network of clients to track crucial details leading up to and after the closing. A CRM can help title professionals optimize processes, improve relationships and increase sales. Listen to this Stavvy-sponsored ALTA Insights webinar to learn what capabilities and features a CRM should have to help your company achieve its goals.

The webinar discusses:

  • What is a CRM
  • Why you should care
  • How a CRM can level up your business
  • Tips to overcome top challenges
  • Things to consider when evaluating options (i.e.. pricing, integrations, etc.)
  • A demo of what is possible 

Speaker

  • Dean Collura | General Manager and EVP | ProfitSolv
  • Matthew Defrain | Senior Account Executive | ProfitSolv

Download Presentation


Contact ALTA at 202-296-3671 or [email protected].