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Industries · Title Companies & Mortgage Lenders

Phone Systems for Title Companies & Mortgage Lenders

Closings run on phone calls and faxes. Keep both moving, and keep clients calling a number that always reaches you.

A closing is a chain of phone calls. The lender asks about the payoff, the agent wants the signing moved to 4:00, the buyer wants to know what to bring, and the lender's condition list is still arriving by fax. On top of all that, everyone in the business knows the risk of a call or email that is not who it claims to be.

Cannon VoIP keeps the file moving: cloud eFax with secure delivery for payoffs, conditions and signed documents, direct lines for each closer and processor, a booking page for closing appointments with reminder texts, and Branded Calling + RCS so buyers and borrowers see your company's name when you call. Flat $34 per extension, no contracts.

Closing week is a phone week

The calls cluster around deadlines. Rate locks expire, closing dates slide, and every party wants a status update at the same time. When a processor is buried in a file and the call rolls to a general voicemail, the agent calls the loan officer, who calls the processor's cell, and three people spend twenty minutes on one question.

Fraud pressure makes the phone more important, not less. Many firms tell clients to confirm wiring instructions by calling a number they already know, and that only works if your published number reliably reaches a person at your office.

What we set up for title companies and mortgage lenders

eFax with secure delivery
Cloud eFax at $10 per month sends PDFs, scans and Word files, several files in one fax, to up to 20 numbers at once. Received faxes can be emailed as a sign-in link instead of an attachment, and are kept for a year, or seven years if you choose.
Email to fax, with a sender check
Staff email a document to send it as a fax, from addresses or domains you allow. The optional sender check only faxes mail that genuinely comes from the sender's domain, and a refused attempt is answered with the reason.
Closings on the calendar
Buyers and borrowers pick an open time on your booking page, get a confirmation text and a reminder before, and reply C to confirm or R for a new time. Appointments show on the portal calendar.
A line per closer and processor
Each closer, processor and loan officer gets a direct line with personal call rules and transcribed voicemail, so agents and lenders reach the person on the file instead of a general mailbox.
Calls borrowers pick up
Branded Calling + RCS shows your company name, the reason for the call and your logo on supported phones, so the call about missing documents gets answered.
Recorded and searchable
Record all calls, inbound only, outbound only, or none, with overrides per extension. The recording notice follows state consent laws automatically, and recorded calls are transcribed so you can check who said what about a date or a figure.
Screening unknown callers
Unknown callers state their name and reason before your phone rings, and their words appear live. Callers the network flags as suspect can be asked four questions, with the answers shown on screen.
Loan officer outreach
Loan officers work lead lists on the power dialer, which only calls between 8am and 9pm in each lead's local time. Consent, stricter state hours and TCPA compliance remain your responsibility.

Why title and mortgage teams switch to Cannon VoIP

Flat $34 per extension, month to month, with texting and transcription included and no regulatory fees. Volume swings with rates, and month-to-month pricing lets your phone count follow your pipeline. Volume discounts start automatically at 25 extensions.

Your calls, recordings and faxes live on systems we built and run ourselves, with two-step sign-in, an optional IP allow-list and a log of every settings change. Fewer companies touching your data means fewer places it can leak.

Your main number is on every closing package and every agent's contact sheet. It ports for $15 per line, usually next business day, with about two minutes of downtime, and your fax number ports the same way.

What a typical setup looks like

A typical title office runs closer, processor, escrow and front desk extensions at $34 each, with cloud eFax on the existing fax number. The main menu routes lenders, agents, and buyers or sellers, and each closer's direct line follows their own hours.

A mortgage team adds loan officers on the mobile app, the power dialer for refinance outreach, and the booking page for application appointments. Recording runs on the loan officer lines according to your policy.

Common questions from title companies and mortgage lenders

Can we keep our fax number?
Yes. It ports to cloud eFax, and received faxes land in the shared inbox and open as a PDF. An existing fax machine can stay on through an on-site adapter while everyone gets used to the change.
Does the phone system stop wire fraud?
No phone system can promise that. What it can do is make your published number reliably reach your team, show your name on outbound calls, and screen unknown callers. Your verification procedures are still what protects the wire.
Can loan officers use the dialer for refinance campaigns?
Yes, within limits: it only calls between 8am and 9pm in the lead's local time, and opt-outs are permanent. Consent and the rest of TCPA are on you, and our TCPA basics page is a starting point, not legal advice.

Put the number you tell clients to call to verify wiring instructions on a queue or ring group that always reaches a person during business hours. A verification number that goes to voicemail teaches people to trust the email instead.

Keep every file moving

Talk to us about eFax, closer direct lines and closing appointments for your title company or mortgage team.

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