More files in. No bad wires. Your evenings back.
EscrowPilot gives an independent escrow office the three things that actually move the business: a client experience agents send files to, a wire-verification record that protects the company, and an assistant that does the typing — reading, filing, texting — so you don't at 8pm.
Show us your most annoying escrow task — we'll automate it for you. $500 setup, refunded if it doesn't save five hours in 30 days. Then $99/month, locked for life.
Founder does the setup
No annual contract
First 10 California companies
escrowpilot.ai/dashboard
Active
24
Docs
156
Texts Sent
89
RECENT TRANSACTIONS
#25-1092
1847 Coast Blvd
Pending Funding
#25-1091
321 Elm St
Signatures
#25-1089
4520 Oceanview Dr
Title Search
#25-1085
2903 Saxony Rd
Funded
Buyer Package.pdf
→ Escrow Sheet.pdf
98%
SMS Sent
Buyer notified
Works with the tools your team already uses
🔗
Qualia
📋
SoftPro
✍️
DocuSign
📝
Dropbox Sign
☁️
SharePoint
💬
Email & SMS
Your Clients Deserve a Better Experience
Buyers and sellers shouldn't wonder where their escrow stands. EscrowPilot keeps everyone informed with automatic text updates, a real-time client portal, and milestone notifications — so they feel confident from open to close.
10+
Hours saved per week
98%
AI classification accuracy
< 60s
Document processing time
24/7
Client portal access
$2.77B
lost to business email compromise in 2024 — the scam behind wire fraud
The risks are real, the paperwork is relentless, and the examiner is coming either way.
EscrowPilot checks every wire, logs every call-back, and keeps the record an examiner asks for — and it files the paperwork while it's at it. Document automation is the floor, not the pitch.
What Actually Keeps an Escrow Owner Up at Night
It isn't the file names. It's the files you didn't get, the wire you can't take back, and the assistant's work that lands on your desk after the phones stop.
Agents Pick Whoever Makes Them Look Good
Every "where are we?" text an agent has to send is a reason to try the escrow company down the street next time.
One Bad Wire Ends the Company
The check is still someone's eyes on a PDF, and the call-back is a phone call nobody writes down.
The Assistant You Can't Hire
A good escrow assistant costs $55k+ in Southern California and is nearly impossible to find — so the owner does that job at night.
Four Systems That Don't Talk
GreenFolders, SoftPro, e-sign, email — the same buyer, seller, and lender keyed into each one by hand.
Everyone Automates Files. We Built for the Owner.
Filing documents is table stakes — it's in here, and it's good. But an escrow company pays for three things: more files, no losses, and fewer late nights. EscrowPilot is built around all three.
Win more agents
A client experience agents send files to
Agents choose the escrow company that makes them look good in front of their clients. Give them one.
Real-time status portal for buyers, sellers, and agents — one link, no phone tag
Automatic texts at every milestone: opened, docs received, funded, recorded
Documents, e-signature, and updates in one place, on their phone
See the client experience →
Never fund a bad wire
A verification record that protects the company
A checkbox proves nothing. EscrowPilot turns wire verification into evidence.
Every wire instruction runs through a fraud red-flag check before anything funds
Call-backs are logged: who called, what number, where it came from, who answered, when
A printable verification record you can hand to your E&O carrier or the DFPI
How wire protection works →
The assistant you can't hire
Software that does the typing half of the job
It reads the file so you don't have to retype it, and it works at 8pm without being asked.
Reads every closing document, names it, and files it to the right GreenFolders category
Pulls file data straight out of GreenFolders with a Chrome extension — nothing keyed twice
Answers the "where are we?" texts and keeps the file moving
See how it works →
Connects to Everything You Already Use
Qualia, SoftPro, GreenFolders, DocuSign, and more — EscrowPilot syncs with the platforms your team runs on. No rip-and-replace. Just plug in and go.
3
Core Systems Connected
Qualia · SoftPro · GreenFolders
6
Intake Sources
Email, webhook, cloud, CSV, upload, API
1-Click
GreenFolders Sync
Via Chrome Extension
Qualia
APIAPI integration: pull orders, push documents, receive real-time webhooks. ResWare and RamQuest are Qualia-owned platforms — ask us about coverage for your setup.
Order & document syncSoftPro
LiveImport orders from SoftPro Select via XML Business Exchange or CSV export. Auto-maps all fields, parties, and statuses.
Order importGreenFolders
Chrome ExtensionOne-click document sync via our Chrome extension. AI-classified documents land in the right GreenFolders category automatically. No API needed.
Document StorageDocuSign & Dropbox Sign
LiveSend documents for e-signature directly from your dashboard. Track signing status. Signed docs auto-return to your pipeline.
E-SignatureEmail & Webhook Intake
LiveForward emails from any source to your personal intake address. Or connect any system via our webhook API. Documents auto-classify on arrival.
UniversalDropbox, SharePoint & Google Drive
LiveWatch a cloud folder for new documents. EscrowPilot picks them up, classifies them, and files them — automatically, every hour.
Cloud StorageHow Documents Flow Through EscrowPilot
Documents In
Email, Upload, Qualia, SoftPro, Cloud
→
AI Classifies
98% accuracy, 19 categories
→
Auto-Filed
GreenFolders, SharePoint, Dropbox
→
Parties Notified
SMS + Email, automatically
Everything You Need to Run Escrow
AI classification, Qualia & SoftPro sync, GreenFolders auto-filing, SMS/email notifications, smart automations — a complete platform for modern escrow.
Transaction Dashboard
Track every escrow from open to close in one unified view.
Auto-Sync Everywhere
Documents automatically filed to GreenFolders, Qualia, SharePoint, or Dropbox — with the right category, every time.
Built-In Texting Inbox
Text buyers, sellers, and agents directly from your dashboard. Two-way conversations with auto-matched threads.
Digital Assistant
AI-powered automations: closing countdowns, stale alerts, overdue milestones, daily digests — all hands-free.
Timeline & Milestones
Automated progress tracking with key dates, deadlines, and smart reminders.
Secure Wire Instructions
Protect against wire fraud with verified, encrypted instructions.
Smart Closing Reminders
Automatic reminders at 7, 3, and 1 day before closing — to every party via text and email.
Company Settings
Set up integrations once — your entire team inherits the connection. Qualia, SoftPro, GreenFolders, Twilio, all shared.
Team & Multi-User
Company-wide workspace with role-based access. Admins manage integrations, officers manage their deals.
Daily Digest
Morning email with your active escrows, closing this week, pending milestones, and risk alerts.
E-Signature
Send documents for signing via DocuSign or Dropbox Sign. Track who signed, who hasn't, all from your dashboard.
AI Risk Scoring
Every transaction scored for risk — overdue dates, missing docs, stale files — so nothing slips.
The Complete Escrow Workflow
From document intake to client visibility — every step automated, every system connected.
STEP 01
Documents Come In
From Alanna forms, SoftPro exports, email forwards, or drag-and-drop. Our intake connectors catch documents from any source automatically.
STEP 02
AI Classifies & Renames
"Buyer Opening Package.pdf" becomes "Settlement_Instructions.pdf" — our AI identifies the document type, assigns the correct name, and picks the right category.
STEP 03
Auto-Filed & Synced
Documents sync to GreenFolders, SharePoint, or Dropbox with the right folder, category, and naming. SoftPro stays in sync. Zero manual filing.
STEP 04
Parties Texted & Emailed
Buyers, sellers, and agents get automatic SMS and email updates. Text them directly from your inbox. Closing countdowns, milestone alerts, daily digests.
STEP 05
Automations Run 24/7
Custom "when X → do Y" rules fire automatically. Stale alerts, risk scoring, overdue milestones, closing reminders — all hands-free.
STEP 06
Clients See Everything
Buyers and sellers get their own portal with real-time milestone tracking, document status, and a progress ring. No more "where's my escrow?" calls.
Wire fraud is still the #1 cybercrime in real estate.
Written for escrow officers, not PR departments. Anatomy of modern BEC scams, 7 red flags, a verification protocol your team can actually follow, client-facing scripts, and an incident response checklist — the 4 hours that decide whether a stolen wire is recoverable.
Backed by FBI IC3 data
ALTA Pillar 2 aligned
Free. No credit card. Unsubscribe anytime.
Free Resource
Get the 2026 Wire Fraud Playbook
I'll email it to you right now. Includes the printable verification protocol your team can post at their desks.
Automation Sprint · First 10 California escrow companies
Show us your most annoying escrow task. We'll automate it for you.
A 30-minute session with the founder. You show the one workflow you hate; we build it into EscrowPilot for your office — done for you, not a trial you have to configure.
Incoming lender package → identified, renamed, filed to GreenFolders
Opening package → data extracted → file created, nothing keyed twice
Closing date approaching → every party chased automatically
Wire instructions received → red-flag check → call-back logged
$500 setup · then $99/month locked for life · no annual contract.
If the workflow doesn't save your office at least five hours in the first 30 days, the setup fee is refunded.
Simple, Transparent Pricing
Founding customers pay $99/month, locked for life. The plans below are what EscrowPilot costs once the first 10 California companies are taken.
Founding offer · First 10 California escrow companies
$500 setup, then $99/month — locked for life
The founder builds your worst workflow into EscrowPilot for you. Setup is refunded if it does not save your office five hours in the first 30 days. No annual contract, and the $99 never rises — even after the plans below do.
Enterprise
$899
/mo
For title companies and large operations with custom needs.
Everything in Professional, plus:
Unlimited team members
Dedicated account manager
SLA guarantee (99.9% uptime)
Custom onboarding + training
White-label client portal
GreenFolders & SoftPro sync
DocuSign integration
Custom API integrations
Volume discounts available
Every plan starts with a 14-day trial. A card is required to begin, and you are not charged if you cancel before the trial ends.
Frequently asked questions
Everything escrow and title teams ask before getting started.
What is EscrowPilot?
EscrowPilot is an AI-powered workflow platform for escrow officers and title companies. It automatically classifies, renames, and files your escrow documents, manages transactions end to end, sends built-in client texts, and runs smart automations — so your team stops doing manual file management and closes deals faster.
Who is EscrowPilot built for?
EscrowPilot is built for title companies, escrow officers, and settlement teams who want to eliminate manual document renaming and filing and reduce closing delays caused by incomplete paperwork.
How does EscrowPilot's AI document classification work?
When a document arrives — by email, upload, or connector — EscrowPilot's AI reads it, identifies what it is, and automatically renames and files it to the right place with a confidence score. No more manually sorting and renaming PDFs.
Does EscrowPilot integrate with GreenFolders and SoftPro?
Yes. EscrowPilot works alongside the systems you already use, including GreenFolders, SoftPro, SharePoint, Dropbox, and DocuSign. It's the automation layer that connects them rather than a rip-and-replace.
How long does setup take, and is there a free trial?
Most teams are up and running in about five minutes — there is no complex implementation project. EscrowPilot offers a 14-day free trial — add a card to start, and cancel anytime before it ends if it is not the right fit.
How much does EscrowPilot cost?
EscrowPilot is offered as a subscription. Visit our pricing page for current plans and details.
Is my data secure?
Yes. EscrowPilot is built for the sensitive nature of real estate closings, with encryption and access controls to protect your transaction and client data. See our security page for details.
Show us the task you'd pay to never do again.
Thirty minutes with the founder. You show the one workflow you hate; we build it into EscrowPilot for your office — done for you, not a trial you configure. $500 setup, then $99/month locked for life.
Setup refunded if it doesn't save your office five hours in 30 days. No annual contract.
EscrowPilot.ai
The escrow workflow platform — AI document classification, auto-filing, built-in texting, and smart automations. Built for escrow professionals who close deals, not rename files.
© 2026 EscrowPilot.ai — Built in Fallbrook, CA
EscrowPilot LLC · Operated by Tim M. Radzikowski · Registered in California · Entity #B20260267560 · D-U-N-S 14-499-8187 · Fallbrook, CA