Help

Getting started

Agent Swiftly is invitation only. Someone at your company, or our team, sends you an invitation by email. Open it, choose a password, and you're in. You sign in with your email address.

Everyone at your company sees the same files. People have one of three roles:

• Members start files, add documents, order services and download results.
• Admins can also invite people, manage billing and change settings.
• Owners can do everything an admin can, and are the only ones who can add or change other owners.

Forgot your password? Use Forgot your password on the sign-in page and we'll email you a link.

Files and commitments

A file is one of your title files, named by your own file number. To have a commitment prepared:

1. On Files, choose New file and enter your file number.
2. Add the search package as one or more PDFs, all together. PDFs added together are one package: one commitment and one charge. Scanned pages are fine, including ones scanned sideways.
3. Preparation starts on its own. Most commitments are ready within minutes; large or unusual packages can take longer.

A file shows where things stand:

Queued

Received and waiting its turn.

In preparation

The commitment is being prepared.

With our team

A person on our team is working on it.

Needs you

We need something from you; the file says what.

Ready

Done. Your results are on the file.

Could not finish

We couldn't complete it, and you aren't charged.

Finished files you no longer need on your list can be archived. Archived files are kept and can be found by searching.

Your results

When a commitment is ready, its file has:

• The commitment, as a PDF ready to issue, with Schedule A and the requirements and exceptions of Schedule B.
• The checklist and search packet, one PDF with the open items for your closer followed by the search documents, every page turned upright.
• A results page laying out each field (parties, legal description, requirements, exceptions) with a copy button, for entering into your production system.

Review every commitment before you issue it, as you would one prepared in house. Anything still open is on the checklist rather than hidden in the commitment.

Sending documents by email

Your company has its own address for documents, shown when you start a new file and under Settings, Email. We call it Jacoby. Email it PDFs from the address you sign in with, and put the file number in the subject.

• The documents are added to that file, and the file is started if it's new.
• A search package starts the commitment, just as an upload does.
• Jacoby replies to say what was done, or what's needed.

Mail from anyone who isn't on your team is set aside and does nothing, so a stray or forged message can't start work on your account.

Other services

The Services tab lists what we offer, with prices. Services switched on for your company can be ordered on any file: open the file, choose the service, and add a note if it helps. Your request shows on the file as it moves along.

For a service that isn't switched on yet, choose Request to activate and we'll be in touch. If you need something we don't list, ask: we'd rather hear about it than have you go without.

Agencies and house wording

Under Settings, Agencies, each agency your company issues under has its own profile: its name and offices, its underwriter in each state, and how its commitments are set up. Files are matched to an agency from the search package's cover sheet.

House wording, on each agency, shows the standard requirements and exceptions for each state as they'll print. You can:

• Use your own wording for any standard clause.
• Leave a clause out.
• Add your own requirements and exceptions, for every file or only when a particular underwriter insures.

Changes apply to files sent after you save, and you can restore the standard wording at any time.

Billing, receipts and statements

Work is paid from your company's balance, which owners and admins top up by card under Billing. Each service's price is on the Services tab.

• A commitment is charged when it starts.
• When a file comes back clean, with nothing for your closer to clear, half the price is returned to your balance.
• If we can't finish a file, or its package can't support a commitment, the full price is returned.

Every file has a Receipt, as a page or a PDF, to attach to the file or carry onto the closing statement. Owners and admins also have monthly statements under Billing, showing funds added, each file's cost and the balance, as a PDF or as a CSV for your accounting system.

Your team

Owners and admins invite people from the Team tab. Invitations go by email and are good for a week. Someone who leaves can be removed there too, and they lose access straight away.

Connections and assistants

Settings, Connections links Agent Swiftly to your production system, such as Qualia, SoftPro, RamQuest or ResWare, so files can arrive from it and results go back to it. Choose your system and Request to connect, and our team sets it up with you.

Qualia connects itself. In Qualia, invite Jacoby as a new user, using the address shown on the Connections page, with access to the orders you'd like us to work on. As soon as the invite arrives we accept it and email your owners and admins. After that, set a document's type to Full Title Search on an order, and we prepare the commitment.

Settings, Assistants connects the assistant you already use, such as Copilot, Claude or ChatGPT, so you can start files, check on them and get results by asking. Each person signs in and approves the connection themselves, it can only see your company's files, and you can disconnect it at any time.

Your data

• Only your company's people see your files. Every page and download checks.
• Everything travels encrypted, and every change is recorded with who made it.
• Search packages and documents are kept for one year, then deleted.

Read the full privacy policy and terms.