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Title and escrow officesGoal: Closing call routed

The AI receptionist that handles closing-day calls and never reads out a wire number.

Agents, lenders and buyers call all day asking when the closing is and what to bring. Avoonta answers from your approved answers, books signing appointments, and sends anything about money to a person.

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Title & Escrow · 114 of 200 industries

  • Answers closing-time questions
  • Books signing appointments
  • Never confirms wire details
The problem

Why title & escrow leads go cold.

Escrow officers should be closing files, not repeating closing times.

Your escrow officers field the same calls from four parties on every file: is the closing still Thursday, which ID should the seller bring, can the buyer sign remotely. Each interruption slows the work that actually gets deals funded.

And every phone call about money is a fraud risk. Criminals spoof emails with fake wire instructions, and a rushed answer on a busy afternoon can be expensive.

What Avoonta does for title & escrow

Four jobs, done on every call.

Answers status questions

Inbound

Office hours, signing locations, what ID to bring and how to reach the right officer, from the answers your office approves.

Books signing appointments

Inbound

Buyers and sellers pick a signing time from your Google, Outlook, HighLevel or Cal.com calendar, at the office or with a mobile notary you send.

Refuses wire talk, every time

Every call

It never confirms, reads or changes wire instructions. It tells callers to verify with their escrow officer at a number they already know.

Routes agents and lenders

Live transfer

A listing agent or loan officer with a file question is transferred live to the assigned escrow officer with a whisper summary.

What's in the snapshot

Title & Escrow: 5 AI agents, ready in one click.

One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.

  • 60minClosing signing, booked live
  • 4ready texts
  • 6FAQ answers for the receptionist
  • 1click installs all five
  1. New leads

    Quote request caller

    Calls agents and buyers who requested a title quote or wanted to open escrow, and books a call.

    Hi first name, this is an AI assistant calling for business about the title quote you requested.

    Asks first Is this a purchase or a refinance?

    • Escrow officer call booked
    • Quote request logged
    • Not a fit

    Hands off to: a person (Escrow officer)

  2. Follow-up

    Quote follow-up

    Retries quote requesters who missed the call.

    Hi first name, this is an AI assistant calling for business.

    Asks first Is the transaction still moving forward?

    Calls day 0, 1, 3 · text after each missed call

    • Call booked
    • Went with another company
    • Stop calling

    Hands off to: a person (Front office)

  3. Receptionist

    Escrow front desk

    Answers calls 24/7 about closings, signings and documents, and routes file questions to officers.

    Thanks for calling business, I'm the AI assistant and this call is recorded.

    Asks first What's your role on the transaction?

    • Signing booked
    • Transferred to officer
    • Message taken

    Hands off to: a person (Assigned escrow officer)

  4. Reminders

    Signing confirmer

    Confirms tomorrow's signing and reminds parties which ID to bring.

    Hi first name, this is an AI assistant calling for business to confirm your closing signing tomorrow at time.

    Asks first Still able to attend?

    Calls the day before · text if no answer

    • Confirmed
    • Rescheduled
    • Escalated to officer

    Hands off to: a person (Escrow officer)

  5. Reviews

    Post-closing review

    Calls buyers and sellers after closing to thank them and request a review.

    Hi first name, this is an AI assistant calling for business.

    Asks first How did the closing go?

    • Review link sent
    • Feedback logged
    • Stop calling

    Hands off to: a person (Escrow officer)

Get the full snapshot — start free Agencies: install it for every client
Sample call

A buyer asks about wiring funds.

A first-time buyer calls two days before closing after receiving an email about the wire.

Transferred to officerWire fraud flaggedNote logged
Example call
AIThanks for calling Bayside Title and Escrow, I'm the AI assistant and this call is recorded. How can I help?
JAMALI got an email with new wiring instructions for my closing. Can you confirm the account number?
AII can't confirm any wire details, and please don't send funds based on that email yet. I'll connect you to your escrow officer now. What's the property address?
JAMAL412 Cedar Lane.
AIThank you. Transferring you to the officer on that file. If they don't answer, call the office number on your original paperwork.
JAMALOkay, thanks.
Fits your tools · and the math

Works with your CRM, calendar and Zapier.

Avoonta sends signing bookings and call notes to your systems by webhook, Zapier, Make or the API. It reads only the general answers you give it, not your file data.

Run files in SoftPro, Qualia or ResWare? Connect it via Zapier or webhooks.

  • Google Calendar
  • Outlook
  • HighLevel
  • Cal.com
  • Webhooks
  • Zapier
  • Make
  • API

What lands in your CRM after each call

  • Caller role
  • Property address
  • Reason for call
  • Signing time
  • Flag: wire question
  • Recording and transcript
Example

What fewer status interruptions could mean.

Status calls a month
250
Talk time per call, roughly
2 min
Minutes used
about 500 of 750
Plan
Agency, $199/mo

If those calls stop landing on your escrow officers, they get back time each day to move files toward funding.

Example only. Your call volume and length will differ; size it from your own phone logs.

Limits and compliance

Wire instructions are never confirmed by phone.

Your agent is set to refuse any request to read, confirm or change wire instructions, and to tell callers to verify with their escrow officer at a known number. It doesn't give legal advice about title issues. Outbound calls go only to parties who agreed to contact, between 8am and 8pm their time.

  • Never reads or confirms wire details
  • Fraud concerns go to a person
  • No legal opinions on title
Title & Escrow FAQ

Straight answers.

Can it give closing dates from our files?

Only if you send it the information by webhook. Many offices keep it to general answers and route file-specific questions to the officer.

What if a caller insists on wire details?

It still refuses, warns the caller about wire fraud and transfers them to the escrow officer.

Can it book mobile notary signings?

Yes. It books into the calendar you set for mobile signings and notes the address.

Will it explain title insurance?

It can read your general description. Questions about a specific title issue go to your staff.

Related industries

Similar agents, other trades.

All 200 industries
Real EstateGoal: Showing booked5 agentsCalls portal and open-house leads in seconds and books the showing. Mortgage BrokersGoal: Loan officer call set5 agentsCalls rate-shopper leads in seconds and hands ready borrowers to a loan officer. Law FirmsGoal: Consultation booked5 agentsAnswers new-client calls 24/7, takes intake and books the consultation.

Your next title & escrow lead gets a call in seconds.

Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.

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