Helping the title-search company build a customized operations platform
Client
About the Client
Neuskale is a premier title search company that specializes in providing accurate and reliable property history checks. With a turnaround time of just 1.5 days for title searches, round-the-clock support, and competitive pricing, they set the standard in the industry. Neuskale's commitment to quality and efficiency is evident in every aspect of their service offering, ensuring client satisfaction and trust.
Website: https://www.neuskale.com/
Opportunity
Being a new-entrant in an industry based around meticulous document inspection and strict checks to ensure accuracy, the way to stand-out was with tech that drove efficiency via automation. There was an opportunity to optimize their internal processes for order generation, searching, typing, accommodating additional requests for clients, and invoicing. The company sought to simplify and streamline these operations by developing a custom platform tailored to their unique requirements.
Project Timeline
November 2022 - December 2022
Project Title
Helping a title-search company build a customized operations platform
Approach and Findings
We initiated the project by conducting in-depth sessions with Neuskale's management team to gain a thorough understanding of the title search process allowing us to pinpoint key challenges and establish the groundwork for creating a customized solution to address Neuskale's needs.
After identifying the challenges and outlining potential solutions, Debox developed a detailed scope of work for the platform, complete with rules, validations, and conditions for each step of the title search process
Work Done
The platform included several key features designed to optimize their operations, from order generation to project delivery and invoicing. The functionality of the platform was as listed below.
We delivered the following during the project.
- 1. Developed an Order Generation module to store essential order information such as customer, search type, and property address.
- 2. Created a system for managers to allocate and, if necessary, re-allocate searching and typing procedures for orders to employees.
- 3. Implemented a process for employees to complete searching and typing procedures, with each step requiring approval and subsequent completion (typing could only begin after searching was approved).
- 4. Enabled handling of additional requests for clarification or abstraction at any point before delivery, as requested by the client.
- 5. Facilitated project delivery by attaching final reports and sending them to the client through the platform.
- 6. Integrated invoice generation with QuickBooks for seamless post-delivery billing.
- 7. Designed dashboards for customers and management to access key metrics related to orders, such as revenue, pending orders, and pending invoices.
- 8. Created video modules for easy learning and training, enabling the team to quickly adapt to the new platform and optimize their use of its features.
Outcome
The implementation of the custom platform led to a significant improvement in Neuskale's operational efficiency. The streamlined title search process enabled faster turnaround times, reduced errors, and increased transparency throughout the project lifecycle. By addressing their unique challenges and optimizing their operations, Neuskale further strengthened its position as a premier title search company. The new platform not only enhanced their service offering but also facilitated better decision-making through accessible metrics and dashboards.
Frameworks used in the project
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