Demonstration · Illustrative data · BI Consulting Services
RecordsOnline × BI Consulting Services

Three systems, one closing table.

SoftPro orders, RecordsOnline title-plant searches and QuickBooks receivables, reconciled into a single board across East Texas Title's nine licensed counties — the combined dashboard leadership approved in August 2025, shown working.
Prepared for Paul · Sep 2026
With Mel Davis, Business Analyst · East Texas Title
September 2026 · Tyler, Texas
Signature view SoftProROQuickBooks

Three sources, one ledger — live record counts for the selected window

Each stream is keyed on the SoftPro file number; the ledger row is only written when all three systems agree on county, order type and parties.
Trend · 24 months SoftPro

Orders opened vs closed

OpenedClosedSelected period
Coverage map SoftProRO

Orders opened by county — East Texas Title's nine licensed counties

Ranking · turnaround SoftPro

Open-to-close days by office, with the share still waiting on title search

Median days open→closeAbove 30-day target% of open files in title search > 10 days
Revenue & fees QuickBooksSoftPro

Premium + escrow fees by county

Receivables ageing QuickBooks

Open invoices by age bucket

Title-plant activity RO

Plant searches per opened order

Escrow / closing pipeline SoftPro

Where the selected window's files sit today

What this board answers

Three questions Paul and Mel asked, answered from the board

    Ask the data · private AI over your own three systems

    Natural-language questions, answered with citations to the board

    Answers are generated only from the reconciled ledger above — nothing leaves your tenant. Every number links back to a panel; the model cannot invent a figure that is not on the board.
    Also from BI Consulting Services

    Private AI on your own server

    The "ask the data" ideas on this board are designed to run on a GPU server inside your own network — an open-weight model over your own documents, cited answers, no per-seat licence, nothing leaving the building. The short deck below explains how it works. Scroll through, or download it as a PDF.

    Private AI Servers — slide 1 of 14
    Private AI Servers — slide 2 of 14
    Private AI Servers — slide 3 of 14
    Private AI Servers — slide 4 of 14
    Private AI Servers — slide 5 of 14
    Private AI Servers — slide 6 of 14
    Private AI Servers — slide 7 of 14
    Private AI Servers — slide 8 of 14
    Private AI Servers — slide 9 of 14
    Private AI Servers — slide 10 of 14
    Private AI Servers — slide 11 of 14
    Private AI Servers — slide 12 of 14
    Private AI Servers — slide 13 of 14
    Private AI Servers — slide 14 of 14

    Questions? Book 30 minutes: calendly.com/powerbiconsultingservices/30min