Microsoft 365 mailbox sync
Connect your shared order inbox through Azure AD. Unread messages get pulled every minute (or whenever you want), stored safely, and queued for parsing. Each tenant gets their own mailbox settings.
Services
End-to-end order intake automation.
From the mailbox to a ResWare file, every step is covered. Built for title companies that work with multiple mortgage clients.
Client-specific order parsing
Each mortgage client gets a parse template that pulls out borrower, property, loan, transaction type, SSN, phone, and more. Sender profiles make sure the right email goes to the right template. Missing fields get caught before anything reaches ResWare.
Validate & approve workflow
Your team gets a simple review queue where every field can be edited. They can fix errors, check against the original email, and approve when it looks good. Trusted senders can skip review entirely.
ResWare API integration
Approved orders get mapped to ResWare with the right transaction, product, and loan types. Files are created through the API, notes get attached, and your team can browse existing files from the orders portal.
Mortgage client portal
Let mortgage clients see their submitted orders, file numbers, current status, and full history. It's something most title companies can't offer, and clients notice.
Onboarding & support
We help you configure Azure AD, ResWare credentials, mortgage client templates, and sender profiles. Ongoing support for template updates, new clients, and platform questions.
Implementation
Start with one workflow. Prove it. Expand from there.
We scope the work around the mortgage clients and email orders your team handles today—not a generic software tier.
01 · Discover
Map the intake path
Understand the source before automating it
- Review representative order emails
- Identify fields and validation rules
- Confirm the ResWare mapping
- Choose the first client workflow
02 · Configure
Build and test the workflow
Connect your systems with staff in the loop
- Connect Microsoft 365 and ResWare
- Configure parsing and sender rules
- Validate against real order samples
- Set review and auto-submit policy
03 · Roll out
Go live without a big-bang switch
Expand when the first workflow is dependable
- Train the staff who review orders
- Monitor exceptions and adjust rules
- Add mortgage clients deliberately
- Automate trusted senders when ready
Not sure where automation should start?
Tell us how many mortgage clients send you orders by email today. We'll help you figure out the right setup and which ones to automate first.
Talk to us →