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