Scale Your Production.
Automate the Rest.
Stop juggling 12 different tools. EscrowOS combines your CRM, funnels, AI assistants, and reputation management into one seamless system designed specifically for high-volume originators and top-producing agents.
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See how EscrowOS can add 10+ deals to your pipeline this quarter.
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Trusted by top-producing professionals across real estate, mortgage, medical & service industries
The Data Doesn't Lie
We analyzed over 2.5 million transactions processed through EscrowOS. The results speak for themselves.
Within the first 6 months of switching to our automated workflows.
By eliminating manual data entry and automating follow-ups.
Thanks to our 2-minute AI response times and smart routing.
Wake up to your
Daily AI Briefing.
Schedule AI tasks directly in your CRM. Every morning at 8 AM, Claude audits all of yesterday's conversations across SMS, email, and web chat. It delivers a detailed summary, scores lead intent, and outlines your exact action steps for the day.
Scheduled AI Tasks
Tell Claude to summarize pipelines, draft follow-ups, or audit lost deals on a recurring schedule.
Intelligent Lead Scoring
Claude reads the context of every message to gauge urgency, budget, and readiness to buy or refi.
Good morning! I've audited 42 conversations from yesterday. Here is your daily briefing:
Summary: Sarah asked about current rates for a cash-out refi on her $650k property. She mentioned needing funds for a renovation by next month.
Summary: Marcus is starting his search but needs to improve his credit score. He asked for recommendations on credit repair.
Mine your database for hidden deals.
Your past clients are your best future leads. EscrowOS actively monitors your entire database to uncover refinance and move-up opportunities automatically.
Automated Equity & Move-Up Detection
EscrowOS continuously cross-references estimated property values against your clients' amortized loan balances.
- For Loan Officers: Instantly triggers cash-out refinance campaigns when clients cross the 20% equity threshold.
- For Real Estate Agents: Flags "Move-Up Buyers" who now have enough equity to upgrade their home, allowing you to secure both the listing and the new purchase.
Daily Rate Cross-Referencing
Stop manually checking who can benefit from today's rates. Our system does the math for you every single morning.
- Automated Rate Matching: Compares today's par rates against every closed loan in your CRM.
- Net Tangible Benefit Alerts: Only alerts you when a client can save a specified amount (e.g., $200+/mo).
- 1-Click Outreach: Generates a pre-drafted email and SMS with the exact savings calculation ready to send.
Human-like conversations.
Instant responses.
Never lose a deal to a faster competitor again. Our AI agents respond to inquiries within seconds, engaging leads in natural, indistinguishable human-like conversation until they're ready to buy or list.
Indistinguishable from You
Trained on your past conversations, the AI uses your tone, handles objections, and answers specific property or loan questions.
Smart Handoff & Takeover
You maintain total control. The moment a lead gets hot or asks to speak to a human, you get an instant push notification to jump in and seamlessly take over the chat.
Clone your voice.
Never miss a lead.
Let AI handle the phones while you're at a showing or closing. Our advanced voice agents sound exactly like you, and our smart follow-up systems ensure no prospect is ever left waiting.
AI Voice Clone Agents
Train our AI on a 60-second audio sample, and it will make outbound calls or answer inbound inquiries sounding indistinguishable from you.
Missed Call Text Back
If you miss a call, the system instantly texts the lead back, preventing them from calling the next agent on Google.
Smart Auto Follow-Up
Set your own criteria. If a client doesn't reply in 15 minutes, the AI automatically follows up via SMS, email, or a cloned voice call.
Turn cold leads into guaranteed closings.
The average mortgage or real estate lead takes 60-90 days of consistent touchpoints before they convert. Most professionals give up after day 3. EscrowOS automates the entire journey.
First Responder Advantage
Of deals go to the professional who responds first. Our AI guarantees you are always first.
Higher Conversion Rate
For leads nurtured with automated, personalized sequences compared to manual follow-up.
Increase in ROI
By recovering older leads that would have otherwise fallen through the cracks.
Automated Seasoning Sequences
Stop losing leads just because they aren't ready today. Drop them into our pre-built 30, 60, or 90-day seasoning campaigns. The system automatically sends educational content, credit tips, and market updates, then alerts you the exact day they are ready to apply or buy.
The EscrowOS Difference
See exactly what happens when you replace manual chaos with intelligent automation.
The Pipeline Before & After
See how EscrowOS transforms a chaotic, manual process into a seamless, automated machine.
Instant Lead Capture
Lead enters Zillow. EscrowOS instantly sends a personalized SMS.
AI Qualification
EscrowOS AI chats with lead, qualifies them, and books a showing.
Automated Nurture
Lead receives targeted market updates and property alerts automatically.
Closed Deal
Agent closes the deal and EscrowOS automatically requests a 5-star review.
Proven Results in Your Industry
Discover how top producers are leveraging EscrowOS to dominate their local markets.
Apex Home Loans
"EscrowOS completely transformed our pipeline. The automated follow-ups and unified inbox mean no borrower ever slips through the cracks. We doubled our volume without hiring additional staff."
Elevate Real Estate Group
"We consolidated 6 different software subscriptions into EscrowOS. The AI assistant books showings for us while we sleep. It's the ultimate unfair advantage in our local market."
Pinnacle Title & Escrow
"The custom workflows for document collection and status updates have eliminated 80% of our inbound 'what's the status' calls. Our realtor partners love the transparency."
Ready to transform your business?
Join thousands of top-producing real estate agents, mortgage brokers, and industry professionals who have already made the switch.