LP & Investor Reporting for Title Company Managers with ResWare
The Problem
Quarterly LP reporting for Real Estate Title & Escrow funds means rebuilding the same waterfall, commentary, and portfolio updates from Qualia every quarter.
What We Build in ResWare
AI builds the LP report from live fund data, drafts commentary per portfolio company, and publishes to the LP portal — reporting goes out on day 15, not day 45. Purpose-built for teams running ResWare — uses the native API or agent integration so nothing leaves the system of record.
ResWare Integration Approach
Audit your ResWare configuration
We map the specific ResWare objects, custom fields, and workflows the automation needs to touch for your real estate title & escrow practice.
Build on the ResWare API or agent
Integration happens inside ResWare — 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 ResWare with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ResWare instance
30-minute call. We'll look at your actual ResWare setup and show exactly how this workflow fits.