Short answer
A title production integration connects systems such as SoftPro or RamQuest with HubSpot, so orders, closings and referral partners are visible to sales and marketing teams for business development and reporting.
How the SoftPro and title production systems integration works
Title and escrow companies run orders in a production system and relationships with agents, lenders and attorneys in the CRM. Integrations typically read orders and partners from the production system on a schedule (for example nightly plus a few intraday runs) and update HubSpot companies, contacts and deals. Options include a reporting database, the vendor's API or SDK, or a vendor-built endpoint.
What syncs
- Orders and closings
- Referral partners (agents, lenders, attorneys)
- Order status and revenue for reporting
See the architecture diagram ↓
Integration options
- Read-only reporting database extracts
- Vendor APIs or SDKs
- Client-owned functions (for example on Azure) on a schedule
What to plan for
- Access to the production database or API
- Matching partners to existing contacts
- Historical order volume
Frequently asked questions
Can we report revenue by referral partner in HubSpot?
Yes, once orders are synced and associated with partner contacts and companies.
Does it need to be real time?
Usually not. Nightly plus intraday runs are enough for business development reporting.