TESS IQ reads real estate forms, lender and agent documents, and transaction emails, then turns that information into action. It populates your escrow file, understands where the transaction is in the workflow, suggests what should happen next, and keeps the escrow officer informed and on schedule — dramatically reducing manual work and increasing productivity.
Book a Demo Back to TESS HomeTESS IQ works alongside the escrow officer throughout the transaction — reading incoming information, building the file, tracking the workflow, and helping the officer stay ahead of what needs to happen next.
Purchase contracts, real estate forms, preliminary title reports, lender instructions, payoff demands, agent documents, and transaction emails — TESS IQ reads the information coming into the file and identifies the details that matter.
Names, addresses, dates, loan information, commissions, contacts, and other transaction details are used to populate the appropriate TESS Core fields. Your officers review and approve instead of retyping information line by line.
TESS IQ understands where the file is in the escrow process, identifies upcoming steps, suggests actions, and keeps the escrow officer informed about what needs attention so important tasks and deadlines are less likely to be missed.
TESS IQ does more than extract information. It follows the transaction with the escrow officer — turning incoming documents and emails into populated fields, workflow awareness, suggested next steps, and timely reminders.
TESS IQ reads real estate forms, lender documents, agent documents, PDFs, attachments, and transaction emails so your team does not have to manually hunt through every source for information.
Names, addresses, parcel numbers, loan amounts, closing dates, commission information, contacts, and other key details are identified and organized for review.
Transaction information is used to populate the appropriate fields in TESS Core, reducing repetitive data entry and keeping the escrow file current as new information arrives.
TESS IQ understands the escrow workflow and where each file stands in the process. It can recognize what has been received, what is still outstanding, and what should happen next.
Based on the documents, emails, file data, and transaction stage, TESS IQ can surface suggested follow-ups and actions so the escrow officer can move the file forward with less manual tracking.
TESS IQ helps escrow officers stay aware of upcoming tasks, missing items, and workflow timing. Less time spent searching, retyping, and tracking means more time for clients, problem-solving, and closing transactions.
TESS Core is the operating platform for the escrow file. TESS IQ is the intelligence layer that reads what is happening in the transaction and helps turn that information into a more complete, organized, and timely workflow.
Document storage, trust accounting, file management, closing statements — everything your team needs to run an escrow operation. Staff manually upload documents and organize them.
Sits on top of TESS Core. TESS IQ reads transaction documents and emails, identifies the relevant information, populates file fields, understands the workflow stage, and helps the escrow officer stay informed about what should happen next.
See how TESS IQ can reduce manual data entry, keep files moving, and give every escrow officer an AI assistant that understands the transaction from intake through closing.
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