Run Title Searches Directly from Salesforce CRM

Run property title searches instantly without leaving Salesforce CRM. Our integrated solution automates ownership verification, links search results to client or deal records, and reduces manual effort. Enjoy faster turnaround times, improved accuracy, and complete visibility—all from one platform.

Simplify Due Diligence with Built-In Title Search Functionality

With our advanced Salesforce CRM solution, asset finance and commercial brokers can now initiate and manage title searches directly from within the CRM—eliminating the need to jump between systems or manually request reports. Everything you need to complete your title checks is right at your fingertips, seamlessly integrated into your existing deal workflow.

What Is a Title Search?

A title search is a crucial step in verifying legal ownership of a property. Traditionally, this process involves logging into external systems or contacting third-party providers. With our Salesforce CRM, it’s now fully streamlined and automated.

Key Features & Benefits

One-Click Title Searches

Run title searches directly from customer, deal, or asset records in Salesforce. No double entry, no wasted time.

Fully Integrated Workflow

Embed title checks into your deal process—trigger them automatically at specific stages or initiate them manually when needed.

Results Stored & Linked

All search results are automatically attached to the relevant records, making documentation easy and ensuring a full audit trail.

Improved Risk Management

Verify legal ownership and identify red flags early in the process, helping you protect your business and your clients.

Faster Turnaround Times

Instant access to title data means faster approvals, quicker settlements, and a better experience for everyone involved.

Ideal for Asset Finance & Commercial Brokers

Whether you’re financing vehicles, heavy equipment, or property, having fast, reliable access to title information is essential. Our Salesforce CRM ensures you can perform this critical task without ever leaving your system, keeping your workflow smooth, compliant, and efficient.

Process Overview

Initiate a title search directly from a Salesforce record (deal, asset, or client)

Connect in real time with integrated title search providers

Receive and review results within the CRM

Use the data to support deal approvals, risk assessments, or client recommendations

All Your Due Diligence Tools. One CRM.

From lead generation to settlement, our Salesforce CRM gives brokers a unified platform to manage every part of the finance process—including title searches. Say goodbye to manual steps and disconnected systems—and hello to smarter, faster, safer deals.

Want to see how title search integration works?

Products

Asset Commitment Schedules

Equifax Credit Check

Amortisation Schedule

Auto Log Email Records

PPSR Schedule Automation

PPSR
Searches

WhatsApp, Phone & SMS Integration

Document Collection Tool

Title Search Integration