Title: Search & Quick Lists

Title Search & Quick Lists offers a unified search and filter tool that returns results instantly. Whether you're looking up a specific title company by name, prospecting for new partners in your market, or applying prebuilt Quick List template to surface the right relationships faster, everything now lives in one place. Find a title agency, open their Enhanced Profile, and view key performance and relationship insights, all in a few clicks. 

Where to Find It

From the left-hand navigation sidebar, click on the Property dropdown, and then on Title. You'll land directly on the Title search tab and see the main search bar as well as the Quick List Templates. 

How It Works

1. Use the search bar at the top of the page to instantly search for title companies by name. 
   
   
   Results update in real time as you type, making it easy to jump directly to the right company without navigating multiple pages. Click any result to open their full Enhanced Profile.
    
2. Templates provide prebuilt search criteria built around common prospecting scenarios so you can skip the filter setup and get straight to results. The following templates are currently available:
   
   

• Rising Title Companies — Growing companies with moderate volume, filtered to your current location
• Refi Specialists — Title companies with heavy refinance throughput
• Jumbo Focused — Companies with a higher price point purchase close skew and a focus on the jumbo market

• Established Partners — Long-running title companies with steady production, filtered to your current location

  Note: When you first arrive, your browser will prompt you to allow location tracking. Enabling this allows location-based templates like Rising Title Companies and Established Partners to automatically filter results to your area using your local zip code.
  
  When you select a template, a modal will appear confirming which filters are being applied and in which state. Click Apply to load the results. 
  
  
  Applied filters will appear as pills above the table and can be removed individually by clicking the X. 
  
  
  
  Additional filters from the sidebar can be stacked on top of any template — they work cumulatively, not as replacements, so you can refine further without losing your starting criteria.
   

Using Filters

On the right side of the screen you'll find the Quick List Filter panel. Filters are grouped into three sections and can be used on their own or layered on top of a template.

Title Company Details

• Operating State
• Transaction State

Performance

• Total Production Volume
• Total Units Produced

Transaction Filters

• Transaction Timeframe
• QM Type
• Loan Type
• Transaction Type
• Average Loan Amount
• Filtered Production Volume
• Filtered Units Produced

As filters are applied, active filter chips display above the table so you always know what criteria is in use. Click Apply to refresh results based on your selections.

Enhanced Title Company Profile

Clicking into any title company opens their full Enhanced Profile. Here's what you'll find:

Performance Snapshot — Total transaction count, total closing volume, average deal size, and trend peaks and valleys over time.

Rolling 14-Month Trend Data — Volume and transaction count by month over the last 14 months.

Relationship Insights — Real estate agent, office, lender, and loan officer relationships associated with that company.

Company Details — Address, website, Google lookup, LinkedIn search, and share and copy options.

Company Infographics — Year founded, employee range, and annual revenue.

To customize your table columns, click the three vertical dots above the table and select Columns.

Title Search & Quick Lists provides loan officers an efficient and actionable experience. Templates eliminate the need to rebuild common searches from scratch, filters let you get as specific as your market requires, and Enhanced Profiles give you the depth to make informed decisions before you ever make a call.