Introducing TESS IQ

The AI assistant that reads and stores every document you receive

TESS IQ is the AI layer that sits on top of TESS Core. It reads incoming purchase contracts, prelims, payoff demands, lender instructions, and HOA docs — pulls out the details that matter, auto-stores the document in your file, and populates your escrow software so your officers can stop retyping and start closing.

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Your escrow team, plus an AI assistant

Escrow officers don’t need to be replaced — they need to stop retyping things. TESS IQ handles the busywork so your people can focus on the judgment calls.

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Reads & Stores Every Document

Purchase contracts, preliminary title reports, payoff demands, HOA docs, lender instructions — TESS IQ parses incoming paperwork, extracts the details that matter, and automatically files the document where it belongs in your escrow file. Staff can still upload manually through TESS Core, but IQ saves them the step.

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Auto-Populates Your Escrow Software

Extracted data flows straight into your order, your instructions, and your closing statement. Your officers review and approve instead of typing line by line — turning hours of data entry into minutes.

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Accuracy You Can Actually Trust

Fewer keystrokes means fewer typos, fewer wrong addresses, and fewer transposed loan numbers. TESS IQ cross-checks fields against the source document so errors get caught before they hit a file.

What TESS IQ adds to your workflow

Think of TESS IQ as a very fast, very thorough junior escrow assistant that never gets tired — reading incoming documents, storing them in the right place, and handing your officers clean, reviewed data to approve.

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Document Intake & Auto-Storage

Drop in PDFs, scans, or emailed attachments. TESS IQ classifies each document, files it in the right place inside TESS Core, pulls the relevant fields, and queues them for review. Your staff never has to manually upload an incoming doc again.

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Smart Data Extraction

Names, addresses, parcel numbers, loan amounts, closing dates, commission splits — extracted from source documents with source-line citations so your officers can verify at a glance.

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Auto-Population

Approved data flows into TESS Core automatically. No rekeying from one system to another, no copy-paste between tabs, no “wait, where did I put that?”

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Error Detection

TESS IQ compares extracted data against what’s already in your file and flags mismatches — wrong APN, transposed digits, date conflicts — before they become problems.

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Trust Accounting Aware

Works hand-in-hand with the control record, beneficiary ledgers, and reconciliation workflow your DRE auditor expects to see — pulling figures from lender instructions and payoff demands directly into your trust workflow.

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Staff Productivity

Your officers spend less time typing and more time on the calls, judgment calls, and problem-solving that actually move deals forward. The same team, more closings.

How TESS IQ works with TESS Core

TESS Core is the foundation — the modern escrow platform your team works in every day. TESS IQ is the AI layer that makes Core feel ten times faster.

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TESS Core (Foundation)

Document storage, trust accounting, file management, closing statements — everything your team needs to run an escrow operation. Staff manually upload documents and organize them.

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TESS IQ (AI Layer)

Sits on top of TESS Core. When a document arrives, IQ reads it, auto-stores it, extracts the data, and pre-fills your file. Your team reviews and approves instead of typing.

Ready to see TESS IQ in action?

Tell us how your escrow team works today and we’ll show you exactly where TESS IQ would save you the most time.

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