Custom Workflow Strategy with OktoDocs: Smarter Deals, Every Time

Every Deal is Unique—So Why Isn’t Your Workflow?

Title professionals know that no two deals are exactly alike. A cash transaction on unincorporated land looks nothing like a condo closing with a multi-layered Condo Owner Association (COA). And seller-financed transactions? They come with their own maze of documentation and timing. Yet many Independent Title Agencies (ITAs) still rely on one-size-fits-all processes—leaving efficiency, client experience, and even compliance at risk.

OktoDocs was built for this reality. It gives you the power to design custom workflows for every deal structure your agency handles—without depending on IT or vendor-side customization queues.

Customize Your Workflows by Deal Type

OktoDocs empowers your team to tailor file progression based on specific transaction types and their unique demands:

• Cash Closings: Strip down tasks to essentials, but keep milestones accountable.
• Seller-Financed Transactions: Automate seller doc requests, custom disclosure delivery, and buyer-side communication.
• Traditional Mortgages: Integrate with lenders, enforce compliance-based milestones, and track underwriting approval workflows.
• New Construction or Unincorporated Land: Trigger parcel-specific survey orders, municipal review timelines, and developmental condition checks.
• Condos with Master Associations: Automatically request estoppels from multiple entities and surface fee schedules directly within the deal file.

Each step can be tied to automated triggers, deadlines, roles, and communications, ensuring your team doesn’t miss a beat—even when juggling dozens of files at once.

Learn from Your Own Performance: File Analytics in Action

What sets OktoDocs apart is not just workflow customization, but the intelligence behind it. Built-in analytics let you track how files perform across deal types, teams, and timelines. Want to know:

• Which workflows close the fastest?
• Where delays most frequently occur in condo transactions?
• How your escrows perform in cash deals vs. financed ones?

OktoDocs gives you that insight—with visual clarity and actionable recommendations. That means smarter standardization, better accountability, and fewer bottlenecks over time.

Focused Teams, Happier Clients

When your team isn’t wasting time adapting generic templates to unique deals, they can focus on what really matters: delivering exceptional client experiences. Whether your client is a real estate agent working under tight inspection deadlines or a lender racing to clear conditions, OktoDocs workflows help your staff be more responsive, more proactive, and more professional—every single time.

You built your reputation on service. We built OktoDocs to scale that service intelligently.