Your Escrow, Fully Automated.
AI-powered document classification, auto-filing to GreenFolders, built-in texting, and smart notifications — so your team closes deals instead of renaming files.
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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
37%
of closing delays caused by paperwork issues
Source: NAR
5–15 min
wasted per document on manual renaming and filing
Source: Industry avg
68%
of residential delays tied to lender doc problems
Source: MBA
Incomplete paperwork is the #1 cause of escrow delays.
EscrowPilot eliminates manual document handling — AI classifies, renames, files, and syncs every document automatically so nothing holds up your closings.
The Escrow Document Nightmare
Every escrow officer knows the pain. Multiple systems, generic file names, and hours wasted on manual document management.
4 Siloed Systems
Softpro, Alanna, GreenFolders, VentureTrac — none of them talk to each other.
Generic File Names
"Buyer Opening Package", "Buyer Opening Package1" — good luck finding anything.
Hours of Manual Work
Renaming, re-uploading, and re-categorizing documents for every single transaction.
Repeat on Every Deal
The same tedious process, over and over, with no end in sight.
AI That Understands Escrow
Purpose-built for the escrow industry. Our AI knows the difference between a Preliminary Change of Ownership Report and a Statement of Information.
AI Document Classification
Upload any PDF and our AI identifies the document type — SI, PCOR, Escrow Sheet, and more — with 99% accuracy.
Auto-Categorization
Documents are automatically sorted into the right GreenFolders category: Escrow Instructions, BUYER COMPLETED, LENDER, and beyond.
Smart Renaming
Generic "Buyer Opening Package" files are instantly renamed to their actual document names — no manual work required.
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.
70%+
Market Coverage
Qualia + SoftPro
6
Intake Sources
Email, webhook, cloud, CSV, upload, API
1-Click
GreenFolders Sync
Via Chrome Extension
Qualia
LiveFull bidirectional sync. Pull orders, push documents, real-time webhooks. Covers Qualia, ResWare, and RamQuest — three platforms, one integration.
~40% of marketSoftPro
LiveImport orders from SoftPro Select via XML Business Exchange or CSV export. Auto-maps all fields, parties, and statuses.
~30% of marketGreenFolders
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.
Simple, Transparent Pricing
Start free. Upgrade when you are ready. No hidden fees.
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
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 Carlsbad, CA
Registered U.S. business · D-U-N-S 14-499-8187 · Fallbrook, CA