# New Client Onboarding for Title Company Managers

> AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Qualia, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

- **Role:** [Title Company Manager](https://calish.com/workflows/for/title-company-manager/)
- **Category:** [Operations & Workflow](https://calish.com/workflows/category/operations-and-workflow/)
- **Specialty:** [Real Estate Title & Escrow](https://calish.com/workflows/specialty/real-estate-title-and-escrow/)
- **Action:** New Client Onboarding
- **Canonical URL:** https://calish.com/workflows/new-client-onboarding-for-title-company-manager/

## The Problem

Onboarding a new Real Estate Title & Escrow client means IPS drafting, account opening at the custodian, ACAT transfers, and 11 documents — and delays cost the AUM to hesitation.

## What We Build

AI drafts the IPS from the risk questionnaire, pre-fills custodian forms in Qualia, orchestrates ACATs, and chases missing signatures — days-to-funded drops from 21 to 7.

## Tools & Integrations

- Qualia
- ResWare
- SoftPro
- RamQuest
- Slack

## How It Works

1. **Discovery call.** We map your current new client onboarding process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [Qualia](https://calish.com/workflows/with/new-client-onboarding-for-title-company-manager-with-qualia/) — New Client Onboarding built natively in Qualia
- [ResWare](https://calish.com/workflows/with/new-client-onboarding-for-title-company-manager-with-resware/) — New Client Onboarding built natively in ResWare
- [SoftPro](https://calish.com/workflows/with/new-client-onboarding-for-title-company-manager-with-softpro/) — New Client Onboarding built natively in SoftPro
- [RamQuest](https://calish.com/workflows/with/new-client-onboarding-for-title-company-manager-with-ramquest/) — New Client Onboarding built natively in RamQuest

## Related Workflows

- [KYC/AML Review for Title Company Managers](https://calish.com/workflows/kyc-aml-review-for-title-company-manager/)
- [Deal Sourcing & Screening for Title Company Managers](https://calish.com/workflows/deal-sourcing-and-screening-for-title-company-manager/)
- [LP & Investor Reporting for Title Company Managers](https://calish.com/workflows/lp-and-investor-reporting-for-title-company-manager/)
- [RMD & Distribution Tracking for Title Company Managers](https://calish.com/workflows/rmd-and-distribution-tracking-for-title-company-manager/)
- [Client Meeting Prep Pack for Title Company Managers](https://calish.com/workflows/client-meeting-prep-pack-for-title-company-manager/)
- [Portfolio Drift & Rebalance Alerts for Title Company Managers](https://calish.com/workflows/portfolio-drift-and-rebalance-alerts-for-title-company-manager/)

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