Innovating the Private Wealth Closing Transaction

Creating an exceptional experience for discerning clients.

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

We’ll work with you to craft and implement an integrated process that clarifies your vision for your client’s loan closing experience, that can include:

A deluxe, customized experience.
  • Dedicated personal concierge
  • VIP processing
  • Customized scripting
  • Post close VIP treatment
An unmatched, refined presentation.
  • Borrower’s location of choice
  • Attorney office
  • Home
An unsurpassed experience.
  • Platinum Certified closing agents
  • Comprehensive background checks
  • Photo & licensing checks
  • Adherence to strict code of conduct
  • Minimum of 150 closings in last 24 months
  • Quality control measures include surveys
  • Full reporting transparency