TitleBeam puts an AI assistant on your website that answers every visitor from your knowledge base, runs instant quotes and seller net sheets, and turns conversations into orders — under your name, your logo, your numbers.
Every other title-quote product is a calculator. TitleBeam is the only platform that pairs instant, agency-accurate quoting with an AI assistant trained on your own approved answers — so the visitor who came to ask a question leaves as a lead.
One subscription replaces the calculator widget, the chat service, and the lead-capture tool — and adds an assistant none of them have.
Answers title and closing questions from two knowledge bases: a professionally maintained title library you can edit, plus your own — hours, staff, services, policies. It only says what you’ve approved.
Title quotes, seller net sheets, and Sell to Net — delivered as a guided conversation, not a form. Fee math is exact, from your fee schedule and your state’s rules. Download, email, or order on the spot.
Wiring, fraud, legal, or file-status questions always route to a human. Your team answers from a built-in inbox — or your existing help desk — with full conversation context.
Realtors and lenders get a signed-in app at your domain: saved quotes, versioned net sheets, branded PDFs, one-tap orders. Installs to their phone’s home screen like a native app.
Conversations, quotes, and sign-ups flow to your CRM with full source attribution — native HighLevel sync, webhooks for everything else, or add a branded CRM from us if you don’t have one.
Edit fees, counties, knowledge, branding, and users yourself. See transcripts, leads, and analytics — including what your visitors ask at 11pm.
Your team controls every fee, every county, every answer the assistant is allowed to give — with versioned changes and a full audit trail. No tickets to a vendor. No developer required.
Your referral partners get a fast, branded tool they’ll actually use at the kitchen table: run a net sheet in a minute, save versions, email a clean PDF with your logo on it, and place the order — without calling your office.
TitleBeam was built inside a working title agency — so the guardrails came first, not last.
Every number comes from a deterministic engine using your fee schedule and your state’s promulgated rules. The assistant can display a quote; it can never make one up.
Wiring instructions, fraud, legal advice, exact-fee and file-status questions always hand off to your team. These rules are enforced by the platform and can’t be switched off.
The assistant answers only from knowledge you’ve reviewed — and shows its sources. Every conversation is logged and auditable.
Consumer-protection messaging is built into every money conversation, because one prevented wire fraud pays for the product forever.
Setup is a product, not a project. Most agencies launch in under two weeks.
Your logo, colors, assistant name, fee schedule, and counties — pre-filled from your state’s rules and verified with you line by line. Your knowledge base starts full, not empty.
Add the widget to your website with a single snippet. Your branded agent app goes live at your own domain the same day.
Connect your CRM — or take one of ours — and watch conversations become contacts, quotes, and orders. We stay on support, you stay in control.
Simple monthly plans with a one-time setup. Unlimited quotes and net sheets on every plan — we don’t meter your growth.
Bring the AI front desk to your whole agency network with volume licensing, co-branded onboarding, and program reporting.
Add-ons: additional states $99/mo · branded CRM included free (nominal setup; phone/SMS usage billed) · extra AI capacity $50 per 500 conversations · custom integrations scoped on request. Prices introductory.
It can’t improvise. Answers are grounded in the knowledge base you approve, fees come only from the deterministic calculator, and sensitive topics — wiring, fraud, legal advice, file status — are always handed to your team. Every conversation is logged so you can review exactly what was said.
Keep everything you have — instant quotes, net sheets, a branded app, lead capture — and add the AI assistant, live chat, knowledge base, and CRM sync, typically for less than you pay today. We migrate your fee schedule and branding as part of setup, and quotes are never capped.
No. Leads arrive by email and in your admin out of the box. When you’re ready, connect your CRM through webhooks, use the native HighLevel sync, or add a fully branded CRM from us, included free — just a nominal setup fee, with phone and SMS usage billed as used.
Your branded web app installs straight to any phone’s home screen — one tap, no app store, always up to date. Agents get the app experience; you skip the app-store headaches.
Florida at launch, with promulgated premium tiers, doc stamps, intangible tax, and all 67 counties built in and maintained for you. Additional states ship as we expand — underwriter and multi-state partners help choose what’s next.
Your leads, conversations, fees, and knowledge belong to you. Tenants are isolated at the database level, your data is never used to serve other agencies, and you can export everything at any time.
See TitleBeam answering real questions and quoting real numbers on a site like yours — in a 20-minute demo.