📊 The 7 Metrics Every Title Agent Should Review This June

You're halfway through the year, in the middle of peak season—and now is the perfect time to check your numbers and optimize your strategy.

Here are 7 key performance metrics you should be tracking this month:

✅ 1. File Volume

Are you on pace with last year?

• Total closed files (Jan–June)

• Month-by-month comparison

• Pipeline for July/August

💰 2. Revenue per File

Are your deals profitable?

• Average revenue per file

• Compare resale vs. refi vs. new build

• High-revenue files = high complexity? Watch workload

👥 3. Top Referral Partners

Where’s your business coming from?

• Rank agents & lenders by volume

• Track YOY growth or drop-offs

• Identify under-engaged VIPs

⚙️ 4. Turnaround Time

Speed = reputation.

• Time to issue title commitment

• Days from “clear” to closing

• Identify team or process bottlenecks

📈 5. Marketing ROI

Is your outreach paying off?

• Email open/click rates (especially newsletters)

• LinkedIn content engagement

• New lead count from marketing efforts

🌟 6. Google Reviews

Reputation is currency.

• Total new reviews this year

• Average rating

• Review requests per closing

🧠 7. Team Performance

Are you staffed and trained properly?

• Files per team member

• Training progress (especially AI tools)

• Error rates or rework

🔍 Bonus Tip: Use ChatGPT or LiveFlow

Upload your CSV exports from your title system or QuickBooks and prompt:

Stay sharp, close smart,
— The Modern Title Agent

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