Purpose built for title and closing operations
Built for how title work actually runs.
Closing due diligence companies run their whole operation on Active Mill: client management, order intake, document generation and billing, end to end.
From the first order to the final invoice.
One system instead of five. Your clients log in, place orders, and follow the work, while everything behind it is configured to how your operation already runs.
Client management
Every client, contact and agreement in one CRM. Clients get their own login and their own view of the work.
Order intake
Orders arrive from your clients' systems or through the portal, and land in the queue already typed and routed.
Document generation
Work product assembled and delivered as finished PDFs, from templates you control.
Billing
Invoicing and accounting close the loop on the same file the work happened in.
Configured to the work you already take in.
A few examples. You define your own order types, each with its own fields, steps and pricing.
Three layers, one platform.
What your clients see, the infrastructure that carries it, and the automation working underneath. All of it built and operated by the same team.
Interface
What your team and your clients work in every day.
Infrastructure
The servers, storage and integrations carrying the volume.
Automation
Connections to AI services that process the documents underneath it all.
Everything the operation needs.
CRM
Clients, contacts, agreements and history. The whole relationship in one place instead of a spreadsheet and an inbox.
Configurable order types
Define the order types your operation actually runs, with the fields, steps and rules each one needs.
PDF report generation
Finished, branded documents produced from templates you control, ready to deliver without rekeying anything.
Document management
Every file attached to the order it belongs to, versioned, searchable and permissioned.
Support ticketing
Client questions arrive against the file they're about, so nothing lives in a separate inbox.
Audit trails
Every action, by whom and when. A defensible record for any file, years later.
Accounting
Invoicing and reconciliation on the same file the work happened in.
Reporting & BI
Volume, turnaround and throughput, cut the way you need it.
API
Anything not covered by a native integration, you can build against.
Client portal
Your clients place orders, track progress and pull results themselves.
Directly connected to DataRunner.ai
Active Mill connects with third-party AI services. Its direct connection to DataRunner.ai goes deeper: orders flow straight into automated processing for super fast, reliable results.
datarunner.ai
Connects to what your clients already use.
Orders arrive from the systems title companies already run, and results go back the same way. Anything not on the list is covered by the API.
Built for files that carry liability.
Encrypted at rest and in transit
Client files are protected everywhere they sit and everywhere they move.
Role-based access control
People see the files and functions their role allows, nothing more.
US-based hosting
Infrastructure operated in the United States.
Full audit trails
Every action recorded and retrievable, for any file, at any point.
Questions about the platform?
Want to know more about the platform? We're happy to talk.
Get in touch