For Title & Settlement Agencies

Your closing lives in six systems. Synopsis makes it one.

Your order file, your underwriters' policy portals, your escrow trust ledger, and the county recording confirmation all use different identifiers for the same closing, so nobody can see which underwriter, office, or referral source is actually profitable.

SOC 2 Type II Your data stays in your warehouse Sits on the systems you run

The join, made visible

Every system you run — and the answers you can't get today.

One shared key across every system. No exports, no VLOOKUP — the tools you already run, finally answering the questions that matter.

Good morning, Morgan.

What do you want to know?

Top Accounts

Account	Region	Q3 Revenue	QoQ
Helix Manufacturing	West	$2.10M	+18%
Northwind Retail	Southeast	$1.64M	+12%
Cedar & Co.	Midwest	$0.98M	+9%
Atlas Logistics	EMEA	$0.87M	+0%

Published

Helix Manufacturing Manufacturing · West At risk $2.10M Aug 14 KP

Summary

Renewal due in 71 days. Usage down 12% QoQ and two support escalations open — flagged at risk by the renewal model.

Health

62/100

Atlas Logistics Logistics · EMEA At risk $0.87M Sep 09 DM

Northwind Retail Retail · Southeast In progress $1.64M Aug 22 RS

Cedar & Co. SaaS · Midwest In progress $0.98M Sep 03 KP

Vertex Health Healthcare · West Renewed $1.32M Jul 30 DM

Sable Foods CPG · Southeast Renewed $0.74M Jul 18 RS

Trigger

New Invoice When a new invoice arrives

Extract Line Items AI reads the invoice

Match to Vendor Query the vendor table

Duplicate? Branch on vendor match

true false

Flag for Review Hold the duplicate

Alert Finance Post to #finance

Approve & Post Send to the ledger

End Posted & done

DATA SCIENCE & ML

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Out

	month	revenue	type

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See how it works — the engine underneath

Questions

Answers before you ask.

Do we need a data team?

No. Synopsis is built for agencies run by a controller or office manager, not a data engineer. You ask questions in plain English and get answers.

How is our escrow trust data handled?

It lands in your warehouse. The AI writes SQL and returns only aggregated answers, so fiduciary data is reasoned over without being exposed row by row.

We just merged two offices with two order-file histories. Can this help?

Yes. Reconciling two production systems onto one closing key is exactly the join Synopsis builds once, centrally, instead of by hand.

How fast can we start?

In days, not a multi-quarter build. Your systems stay in place and you begin asking cross-system questions quickly.

Do we need a data team or anyone who knows SQL?

No. We configure your warehouse with you and connect the systems you already run; your team just asks questions in plain English. Nobody has to write SQL or babysit pipelines unless they want to.

Does Synopsis replace the software we already use?

No. Your systems of record — ERP, CRM, accounting, and the rest — stay exactly where they are. Synopsis sits on top and joins them into one place you can query, so you report across everything instead of exporting from each tool.

Where does our data live, and is it secure?

Your data stays in your own warehouse — we don't keep a copy. Access is governed per user and every query is audit-logged. Synopsis is SOC 2 Type II, and you can review our live security posture in the Trust Center.

How is this different from a BI tool or a stack of dashboards?

BI tools chart data that something else already had to clean and join. Synopsis does that upstream work — connecting your systems, resolving entities, and enforcing your metric definitions — then answers in plain English, builds the dashboards, and traces every number back to its source.

Get started

See it on your own data.

Most demos take about 30 minutes. Bring a question you've been waiting months to answer — we'll reply within 24 hours.

Book a 30-minute demo

See Synopsis run against title & settlement agencies data.