A regional title company was spending 14 staff-hours a day transferring order data from buyer emails, PDFs, and lender portals into SoftPro. We fixed it in two weeks.
Four staff. Three systems. One spreadsheet holding it all together.
The company was receiving 60–80 new orders per week across email, DocuSign, and a lender portal. Each order required a processor to manually open the document, read through it, and re-type buyer name, seller name, property address, lender info, and purchase price into SoftPro — then cross-check against the original. One wrong keystroke on a wire instruction downstream costs real money. They knew it was broken. They didn't know it was fixable.
Claude reads the document. n8n routes it. SoftPro gets a clean record — no human in the loop.
We built an n8n workflow that watches a shared inbox for new order emails and attachments. Claude (Anthropic's vision-capable LLM) reads each document — PDFs, scanned contracts, forwarded emails — and extracts every structured field: buyer, seller, property, lender, purchase price, closing date, and special instructions. n8n validates the extracted data against a schema, flags any ambiguous fields for a one-click human review, and pushes clean records directly into SoftPro via API. The processor sees a pre-filled file — they confirm and move on.
The team stopped touching order entry. Completely.
“I didn't believe it until I watched it run. An email came in, I refreshed SoftPro, and the file was already there.”
— Operations Manager, Regional Title Company, Texas
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