Property address, file number, parties, contacts.
Clearline extracts buyer, seller, borrower, lender, closer, processor, source contacts, county, state, municipality, APN or parcel, and closing date.
Real Estate · Title Companies
Reads the file. Makes the calls. Writes the evidence.
Clearline is the execution layer above the title platform. It ingests title files, identifies missing requirements, prepares approved call and website missions, and writes every transcript, screenshot, timestamp, and next step back to the file.
File profile
Clearline turns loose documents into a structured closing file.
Operators should not have to hunt through PDFs, emails, screenshots, and portals to understand what is missing. Clearline extracts the working profile first, then routes work.
Commitment, title search, payoff, HOA, tax, municipal.
Documents are tagged by type and source so the operator sees what is present, what is stale, and what still needs attention.
Missing, risky, and ready-for-approval items.
Clearline identifies routine blockers such as payoff status, HOA estoppel, permit status, tax balances, municipal liens, recording evidence, and source follow-up.
Workflows
Five common delays. One approval-controlled execution loop.
Clearline starts with routine source verification. It does not make title judgments, approve exceptions, change wire instructions, or give legal advice.
Permits
Checks county and municipal permit portals, calls building departments, and captures permit number, status, expiration, and inspection notes.
Municipal liens and code enforcement
Confirms lien searches, open cases, case numbers, release requirements, and source evidence.
Utility balances and final bills
Requests balances and final bill estimates, then captures account references, effective dates, and reply evidence.
HOA and condo estoppels
Follows approved channels, checks delivery status, and captures fees, assessments, transfer fees, and approval requirements.
Payoffs and vendor status
Submits or follows up on routine payoff requests, tracks good-through dates, and escalates non-routine issues to the closer.
Systems
Start with email. Add deeper integrations when the workflow is proven.
The simplest pilot is an email intake: forward packets, replies, and attachments to Clearline. From there, the same operating loop can connect to folders, title platforms, CRMs, source websites, and calling.
Email intake
Forward a shared inbox, BCC route, or inbound address. Clearline reads the message and attachments.
Document folders
Sync packet folders from SharePoint, OneDrive, Google Drive, Dropbox, or title-system exports.
Title systems
Work alongside Qualia, SoftPro, RamQuest, Closing Market, Resware, Closers' Choice, and similar platforms.
Phone calls
Approved missions are sent to Retell with the file context, allowed questions, prohibited actions, and required outputs.
Source websites
Browser-assisted source checks can visit county, municipal, tax, permit, recorder, and utility websites.
Evidence export
Every call transcript, portal screenshot, source URL, timestamp, and field set can be exported as PDF and JSON.
Human control by design
Clearline stops where judgment starts.
Every first-contact mission requires approval from the closer or processor assigned to the file. The operator sees the reason for contact, allowed questions, required outputs, escalation rules, and prohibited actions before anything leaves the system.
Clearline can doRead files, classify missing items, call sources, check portals, draft emails, and write evidence.
Clearline does not doMake title judgments, decide insurability, change wire instructions, approve exceptions, or submit non-routine requests.
Pilot
Book a Clearline walkthrough
Ready to test Clearline on real files?
Start with an email-only pilot, one named operations lead, a small set of routine workflows, and a per-file evidence trail your team can inspect.