Portal Management
AFX Research's Portal Management tools give your lending or servicing team full command over every title order, status, and document—whether you're managing hundreds or thousands of requests per month. Our secure, cloud-based platform is built for teams that need real-time visibility, permission-based user access, and efficient oversight of nationwide title activity.
Key features
A powerful, centralized hub for every aspect of your title search operations. From live dashboards to downloadable reports and audit trails, nothing falls through the cracks—so your team can close faster and stay compliant.
Submit, track, and manage all title search orders in one intuitive interface—no spreadsheets or scattered emails. Centralized communication, document delivery, and status updates give your team full visibility into every order, with built-in filters, alerts, and audit trails.
Define permissions by user type, ensuring proper separation of duties and data privacy across departments or partner teams. Assign capabilities by responsibility to strengthen security and compliance while preventing unauthorized changes or data exposure.
Access all title reports, historical searches, and supporting files in a centralized, searchable archive—organized by property, order ID, or date. Built-in filtering and document tagging make audits, portfolio reviews, and follow-ups fast.
Watch each order progress from submission to delivery with live status updates—so your team always knows exactly where every search stands without picking up the phone.
Generate downloadable CSV summaries or raw data files (PDF, Excel, Word) for reporting, compliance, or integration with internal systems. Flexible export options mean your data is ready to move when and where you need it.
Every partner gets a dedicated onboarding specialist and access to our U.S.-based client support team. We’ll configure user roles, train your team, and optimize the portal around your internal workflows.
Built for scaling operations
Whether you're a private lender, fund manager, servicing platform, or institutional buyer, our portal is optimized for high-volume users who need performance, precision, and auditability. Built with modern cloud architecture, the portal supports 24/7 access from any secure connection.
AFX’s Portal can operate as a standalone title management system or integrate directly into your LOS, CRM, or loan servicing software via our API and webhook infrastructure. It’s the best of both worlds—manual flexibility and automated efficiency.
Talk with our integration team about API, webhook, and portal options — or call (877) 848-5337 ext. 138.