Closing & Title Package Prep for Retirement Plan Administrators with Relius
The Problem
401(k) TPA closings assemble title commitment, survey, HOA docs, lender package, and closing disclosure — and any one of them being stale delays closing.
What We Build in Relius
AI assembles the closing package in Relius, validates each doc, chases stale items, and prepares the settlement statement — closings hit the calendar, not the hope list. Purpose-built for teams running Relius — uses the native API or agent integration so nothing leaves the system of record.
Relius Integration Approach
Audit your Relius configuration
We map the specific Relius objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
Build on the Relius API or agent
Integration happens inside Relius — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Relius with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Relius instance
30-minute call. We'll look at your actual Relius setup and show exactly how this workflow fits.