VALUES

• Proactive Solutions: We tackle tasks with precision and expertise, ensuring efficient and seamless outcomes for our clients.
• Client Excellence: We deliver personalized, high-quality experiences, ensuring client satisfaction and loyalty.
• Collaborative Impact: Our teamwork drives outstanding service, leveraging collective strengths to achieve client goals.
• Empathy in Action: We support clients by understanding their unique needs and delivering compassionate, tailored solutions.
• Continuous Innovation: We are committed to perpetual growth and improvement, staying ahead with the latest advancements in escrow technology.

MISSION

Provide a seamless and reliable closing experience for all clients—buyers, sellers, lenders and agents.

PROCESS

1. Receive the Contract and Earnest Money Deposit
   • Send wiring instructions or EMD app information
   • Set up the file in our system, Qualia
   • Client receives invite to Qualias secure portal
     • !!! SUPER IMPORTANT for security and privacy. !!!
   • Qualia automatically requests information from all parties
2. Order the Title Search and gather information
   • Order Payoff statements, municipal lean search, surveys and HOA
     estoppels
   • Gather any additional personal information the clients did not
     provide in Qualia
3. Review, send out and clear the Title
   • Communicating with all parties for additional items needed to clear
     title
   • All parties receive copy of title commitment for review to proceed
   • Prepare Title closing documents
4. Continued follow up with the lender
   • Verify the lender will meet the closing deadline
   • Balancing closing disclosure
   • Obtain loan documents from lender
   • Schedule closing time with all parties
5. Provide final closing statement to all parties
   • Send wiring instructions by secure email or Qualia portal to the buyer
   • Buyer wires funds PRIOR to closing date
   • All parties prepare for closing by bringing photo identification.
   • Buyers prepare for closing by bringing wire confirmation receipt
   • Sellers prepare for closing by bringing wire instructions for close
6. Close!
7. Sending copies of closing documents to all parties