Our client is a settlement services provider that manages the technical and administrative complexities of real estate transactions for lenders across the country. The banks and credit unions that they partner with rely on them to coordinate appraisals, process title work, and facilitate closings that keep loans moving toward settlement. They needed a system that could communicate across various APIs and orchestrate the delivery of a seamless service experience for their clients.

The fundamental challenge was implementing orchestration across multiple incompatible systems. Data needed to be kept safely synchronized across several third party systems and monitored for updates to provide rapid delivery to the customers.

The circumstances created operational challenges across two dimensions:

Manual integration and fulfillment friction

• Loan orders needed flexible entry points for creation, allowing lenders to place orders in a way that best fit their system.

• Fulfillment status required a unified monitoring layer instead of being spread across multiple vendor platforms.

• They needed an automated approach to extracting appraisal and title results, with the ability to push documents and data back into lender systems.

• High throughput and reliable transfer (removing "human error") were necessities as volume grew.

Lack of orchestration across products and parties

• Different loan products required workflow awareness to account for unique sequencing and dependencies.

• Work needed to be intelligently routed and progressed based on product-specific rules.

• Communication needed to live inside the system rather than relying on off-platform emails and calls.

• Without a centralized orchestration layer, visibility would be fragmented and time-sensitive issues harder to resolve.

We designed and built a comprehensive integration platform that functions as an intelligent orchestration layer between lenders, the core settlement system, and fulfillment vendors. The architecture needed to accommodate the reality of diverse systems and technologies. Some lenders have sophisticated APIs, others have limited technical capabilities, or special business requirements; some vendors support webhooks, others require polling.

The solution provides multiple pathways for order creation: an API where lenders can post orders directly from their loan management system or a customized plugin module for creating orders right in their application. Once orders enter the system, a sophisticated monitoring infrastructure tracks products through fulfillment using webhooks where available, polling where necessary, and a comprehensive status management system that understands product-specific workflows. When an appraisal or title search is needed, the platform automatically routes work to appropriate vendors, then retrieves and processes results without human intervention.

The bidirectional integration architecture pushes completed deliverables back into each lender's system via their specific APIs. For lenders who prefer a pull model, we exposed endpoints where they retrieve fulfilled orders on their schedule. To eliminate the communication gap, comments can be attached directly to orders and flow through the same integration channels, keeping all stakeholders informed within their preferred systems.

The platform fundamentally transformed the company's operational capacity. What previously wouldn't have been possible at increasing volumes. 

• Client experience improved: lenders gained real-time visibility into order status through their own systems, reducing support inquiries.

• Onboarding barriers reduced: integration flexibility meant new lender clients could be onboarded regardless of technical sophistication or existing software.

• Order processing accelerated: data flows directly between systems without manual handoffs or re-entry, eliminating bottlenecks and human error.

• Scalability unlocked: the architecture handles diverse integration patterns, product workflows, and vendor relationships through configuration rather than custom code, meaning growth doesn't require rebuilding core systems.

This project exemplifies our belief that the best technical solutions make complexity invisible to users while remaining flexible enough to accommodate business reality. Rather than forcing all parties into a single integration pattern, we built infrastructure that meets systems where they are: webhook or polling, push or pull, automated or manual.

The result is a platform that delivers business value through intelligent automation while maintaining the adaptability essential in an industry where every client operates differently. By treating integration as a core competency rather than an afterthought, we helped our client transform an operational bottleneck into a competitive advantage.