A powerful commitment to realtors and lenders

Содержание

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AN INTRODUCTION

AN INTRODUCTION

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KEEPING ALL PARTIES INFORMED THROUGHOUT THE ENTIRE CLOSING PROCESS

KEEPING BUYERS AND SELLERS

KEEPING ALL PARTIES INFORMED THROUGHOUT THE ENTIRE CLOSING PROCESS KEEPING BUYERS AND
EDUCATED VIA A PORTAL
FOR ALL PARTIES

MORE REPEAT BUSINESS AND REFERRALS FOR ALL PARTIES WITH POST-CLOSE MARKETING

THREE PRIORITIES

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FEATURE 1
MILESTONES

Keeping all parties to each transaction properly informed.

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

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MILESTONE ALERTS

At Executive Settlement Providers, we think it is extremely important to

MILESTONE ALERTS At Executive Settlement Providers, we think it is extremely important
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!

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MILESTONE ALERTS

We have set up important milestones throughout the closing
process and upon

MILESTONE ALERTS We have set up important milestones throughout the closing process
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

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

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

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PORTAL
INTRODUCTION

We also provide a secure portal for all real estate agents,

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

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CLIENT WEB PORTAL

Transaction Information

Mapping

Milestone Timeline

Information on Wiring Instructions

FAQ of Closing Process

View Pre-Close

CLIENT WEB PORTAL Transaction Information Mapping Milestone Timeline Information on Wiring Instructions
& Closing Docs

Preferred Vendors

Moving Checklist / Wishlist

Upload Home Related Docs

Contact Info of Realtors and Lenders

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REALTOR / LENDER WEB PORTAL

All of your transactions with us will be
in

REALTOR / LENDER WEB PORTAL All of your transactions with us will
your portal (pre & post-close)

Edit your profile

Marketing dashboard

Upload Docs to your Client’s Portal

Milestone Timeline

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FEATURE 3
POST-CLOSE
MARKETING

FEATURE 3 POST-CLOSE MARKETING

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IT’S ALL ABOUT GROWTH

Executive Settlement Providers’ utilization of the innovative Digital Closing

IT’S ALL ABOUT GROWTH Executive Settlement Providers’ utilization of the innovative Digital
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!

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HOW DO WE ACHIEVE THIS?

This is accomplished when we include your contact

HOW DO WE ACHIEVE THIS? This is accomplished when we include your
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

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MARKETING ON CLIENT’S PORTAL

Your picture along with your contact information will be

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

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New Documents Have Been Uploaded Email

Property Anniversary Email

Happy Holidays Email

Homestead Exemption Reminder

New Documents Have Been Uploaded Email Property Anniversary Email Happy Holidays Email
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

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YOUR MARKETING
DASHBOARD

Through your portal, you will have your own marketing dashboard

YOUR MARKETING DASHBOARD Through your portal, you will have your own marketing
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.

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EMAIL ALERTS WHEN CLIENT LOGS IN

Email is generated when a client logs

EMAIL ALERTS WHEN CLIENT LOGS IN Email is generated when a client
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

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A SUMMARY

A SUMMARY

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SUMMARY PRE-CLOSE

You will stay in front of your clients with repetitive and

SUMMARY PRE-CLOSE You will stay in front of your clients with repetitive
targeted emails

Keeping everyone informed of milestones through SMS texts or emails

Portals for all parties involved, providing useful information.

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SUMMARY POST-CLOSE

You may know when your clients are back in the market

SUMMARY POST-CLOSE You may know when your clients are back in the
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

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Sit Back and Relax.
We will!
At Executive Settlement Providers,
it’s our commitment

Sit Back and Relax. We will! At Executive Settlement Providers, it’s our
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?

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