Customized Processes

An Unforgettable Experience

Customized specifically suited to each borrower.

Unique and masterfully choreographed, this white glove experience is led by a dedicated concierge and will leave a lasting impression.

To ensure your brand is perfectly represented, your Private Wealth dedicated staff and agents will be trained to your standards and guidelines.

Meeting your client’s sophisticated expectations.

Every moment of the closing process is scripted and choreographed to your rigorous expectations, and can include:

A deluxe, customized experience.
  • Dedicated personal concierge
  • VIP processing
  • Customized scripting
  • Post close VIP treatment
A refined presentation.
  • Borrower’s location of choice
    • Attorney office
    • Home
    • Other specified location