Try selecting a file, add a description and share
It is just that easy!
From the MY TRANSACTIONS screen select Open Escrow and check out how you can typically start new transactions, open escrow, and invite key participants in under 60 seconds
Confirm your full name and upload a profile picture so that others can recognize you
Once registered you can reach out to our support team about receiving Cards
Partner organization cards are automated for creation and delivery and your cards typically should arrive within 24-48 hrs at your branch location.
Your Secure Access Card is an impressive physical statement about the quality experience you’ve prepared for them.
Start with –
“I’ve prepared your Access Card so that we can:
End with –
Your branded Secure Access Business Card is how your clients will be able to access their final closing documents years after closing.
No more waiting for scanned documents or title branded folders after closing. The Secure Access Card you give becomes the closing document access that never gets thrown and always gets remembered.
Ask anyone where the thumb drive with closing documents is – they know
Differentiate | Show Modern Approach | Demonstrate Quality |
You are prepared, have a system and are protecting more than their deal. The metal card in their hand is physical proof of the quality experience they can expect.
“If you decide to use my teams services, I’ve prepared a Secure Access Card for you to use before the transaction to securely share files with us or your lender. Once we have a transaction, we will bring everyone involved including mortgage and title in securely and you will be able to see transaction progress in real time. This will be where tasks can be completed and information should securely be shared without email.” It is also where we will put your closing documents when we are done so you can share them with your CPA from the same place. With my team you will be organized, informed, and your sensitive information will be treated securely.
Use it for every transaction
Respond to everything in Title Pipe. If if can be done in email – it should have been done in Title Pipe
Make sure Documents are uploaded
Use Tasks to Start Secure Chats when the transaction begins
Let the lender know you want updates in Title Pipe – they will do it
Create an experience that can be talked about
Create accountability for others in the transaction with tasks and foreknowledge
Make sure all contract documents are uploaded even if you have received them in email
Use Tasks to Start Secure Chats (-all professionals, – buyer/seller side, -loan related) when the transaction begins and add initial comments
Make sure your closer knows not to present a thumb drive – inform them ahead that closing documents are to be uploaded to your system
Encourage the use of a lender that will use your tool
Use a transaction coordinator that will use your tool
Use their card as an excuse to remind customers months or years later that they have access even after the transaction has completed
Use the card as an excuse to remind customers to send their accountant their closing statement
Use the system as an excuse to let them know they can use the File Share feature to share with anyone
