For Laura Holmes and the team at Campbell & Brannon, LLC, making the switch to SoftPro increased their efficiency, helped the business grow, and improved the work-life balance for their employees.
Before switching to SoftPro, Laura Homes and the Campbell & Brannon team faced a number of issues with their previous title production software, especially when it came to data analytics. "We didn't know the file count for the week, how many [transactions] we closed that month, we just didn't have easy reporting tools," explains Laura. The team found their data scattered between paper calendars, Excel spreadsheets, and various notebooks, causing employees to waste valuable time and resources chasing down information. With the company growing and opening more offices, Laura knew that a change had to be made to consolidate the company's data and make their workflows more efficient.
"SoftPro has helped us solve almost all of our challenges that we had," says Laura. She cites being able to run automation on reports, locking down their bloated database, and the ability to use lookup tables as some of the most crucial components that improved the team's efficiency. Laura also credits the use of integrations within SoftPro 360, SoftPro's free vendor portal, to track policies, jackets, and remittance as a key part of helping the Campbell & Brannon team stay organized.
Another goal that SoftPro helped Laura and her team achieve was better work-life balance. The increased efficiency that came along with SoftPro gave folks at Campbell & Brannon the peace of mind to be able to take time off, knowing that those who were still in the office could easily keep up with files from within SoftPro. "With the tools in SoftPro, you can easily reassign [tasks] to other people, you can see where someone is with the file, you can divide the work out among several people," Laura explains. Utilizing these tools gives Campbell and Brannon staff "the ability to just feel confident taking time off" without worry of anything falling through the cracks.
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