A powerful commitment to realtors and lenders

AN INTRODUCTION

KEEPING ALL PARTIES INFORMED THROUGHOUT THE ENTIRE CLOSING PROCESS
KEEPING BUYERS AND SELLERS EDUCATED VIA A PORTAL
FOR ALL PARTIES
MORE REPEAT BUSINESS AND REFERRALS FOR ALL PARTIES WITH POST-CLOSE MARKETING
THREE PRIORITIES

FEATURE 1
MILESTONES
Keeping all parties to each transaction properly informed.

MILESTONE ALERTS
At Executive Settlement Providers, we think it is extremely important to keep all parties to each transaction informed of the progress so that everyone is up to date and on the same page. We accomplish this through Digital Closing Package milestone SMS texts or emails. When a milestone is reached, you and your clients will know!

MILESTONE ALERTS
We have set up important milestones throughout the closing
process and upon completion, all parties receive a text or email
Each text or email will signify the property address, the
milestone completed, and the next milestone
All parties can choose whether they prefer text messages
or emails

FEATURE 2
WEB PORTAL
FOR YOU AND YOUR
CLIENT(S)

PORTAL
INTRODUCTION
We also provide a secure portal for all real estate agents, lenders, buyers, and sellers to provide all parties useful information prior to closing, as well as, long after closing.

CLIENT WEB PORTAL
Transaction Information
Mapping
Milestone Timeline
Information on Wiring Instructions
FAQ of Closing Process
View Pre-Close & Closing Docs
Preferred Vendors
Moving Checklist / Wishlist
Upload Home Related Docs
Contact Info of Realtors and Lenders

REALTOR / LENDER WEB PORTAL
All of your transactions with us will be
in your portal (pre & post-close)
Edit your profile
Marketing dashboard
Upload Docs to your Client’s Portal
Milestone Timeline

FEATURE 3
POST-CLOSE
MARKETING

IT’S ALL ABOUT GROWTH
Executive Settlement Providers’ utilization of the innovative Digital Closing Package will keep you in front of your clients for many years to come.
This will help you increase repeat business, generate referrals from past clients, and know when your clients may be back in the market!

HOW DO WE ACHIEVE THIS?
This is accomplished when we include your contact information & picture on:
The Digital Closing Package Site where your clients view their closing documents and other useful information.
6 – 8 Content based emails sent to your clients each year.
Your picture and contact information
Your picture and contact information

MARKETING ON CLIENT’S PORTAL
Your picture along with your contact information will be on all of your clients’ portals every time they log in. They can contact you directly from the site.

New Documents Have Been Uploaded Email
Property Anniversary Email
Happy Holidays Email
Homestead Exemption Reminder Email
4 Real Estate Market Info Emails each year
Your Contact Information on all Emails!
Keeping you top of mind 6 to 8 times a year … for many years to come!
EMAIL MARKETING CAMPAIGN

YOUR MARKETING
DASHBOARD
Through your portal, you will have your own marketing dashboard which shows all of your clients, the emails that have gone out to them, when the emails were sent, and a preview of the email.

EMAIL ALERTS WHEN CLIENT LOGS IN
Email is generated when a client logs in, which may be an indicator that they are back in the market.
Each email provides:
File Information
Date and time when file(s) are opened
The documents opened
Others involved in transaction

A SUMMARY

SUMMARY PRE-CLOSE
You will stay in front of your clients with repetitive and targeted emails
Keeping everyone informed of milestones through SMS texts or emails
Portals for all parties involved, providing useful information.

SUMMARY POST-CLOSE
You may know when your clients are back in the market with access notifications
You will be marketed on your clients’ portals
Stay informed on the marketing with your marketing dashboard.
You will stay in front of your clients with multiple targeted emails every year

Sit Back and Relax.
We will!
At Executive Settlement Providers,
it’s our commitment to realtors and lenders.
Is your current go to title company or
real estate attorney doing all this for you?
Or, are you trying to do it yourself?