Live Webinar: Buyer’s Agent Commission Ruling: What it Means for Real Estate?

Request Demo

The success of Rexera customers

Hundreds of title & escrow officers, lenders, and investors rely on us to close deals faster and without the HOA-related hurdles

i1
i1
i1
i1
i1
i1
i1

Success Stories

Helping our partners optimize and scale

Flexible Scaling for Quick Market Maneuvering

spr

About Proliant Settlement Systems

Proliant Settlement Systems has enabled real estate brokers and title professionals to own and operate their title agencies since 2018. The company offers a 360-degree service that radically simplifies starting, owning, and operating successful title agencies through a franchise business model.

As a trailblazer in the field, the company puts a great emphasis on technology-driven solutions to enhance customer service and reduce manual labor.

spr

The story

str1

The Challenge

There were challenges the company needed to find solutions to. Certain aspects of the settlement process lack centralized infrastructure and still rely on manual processes, with HOA workflows being some of the most labor-intensive and disorganized.

Brooke Eshelman, Proliant’s VP of Operations, was challenged with finding a way to optimize and streamline the HOA and Municipal Lien Search process.

The Hypothesis

The notoriously chaotic processes of handling HOA inquiries and estoppels took a disproportionately long time and detracted from client engagement.

If Brooke managed to consolidate and automate HOA document acquisition, her team would be able to turn their focus back to where it mattered most—customer service.

The Solution

1. Research potential solutions and test their capabilities

Brooke’s first task was to research the market for services that offered the right kind of solution and had the operational capabilities to deliver what they promised.

Not long after, she began talking with Marina Hubenova, Rexera’s Sales Director, and saw how Proliant and Rexera’s teams aligned in values. Both our teams believe in the transformative role of technology in the title industry and in creating a better way of serving our customers.

A connection was made, and Brooke decided to see a demo of what Rexera had to offer. In her words: “Having a centralized dashboard to see all of your files and where they’re at, and what’s going on with them, and having that transparency was super impressive and important.”

2. Choose the most fitting solution and begin integration

Once Brooke was certain of the potential of a collaboration between Proliant and Rexera, she greenlighted the project, and the Proliant team began testing Rexera’s services.

Proliant’s team worked with Rexera’s team to create an integration with their title production software. The integration allowed seamless document ordering and receipt, kept communication flowing, and ensured the data was accurate and timely.

In the process, Brooke was delighted by Rexera’s communication approach: “The communication with Rexera stood out. You’re constantly updated on the status of your order, and if there’s a problem, you’re alerted immediately. Rexera always finds a solution and constantly follows up. I just believe the customer service that Rexera provides is at the next level.”

3. Compare expectations and actual deliverables

The result was a simple process: Proliant could place orders with a click of a button. The integration provided Brooke and her team with resources to improve overall service and client engagement.

Brooke’s expectations were exceeded. The ease of integration was unmatched, the accuracy impeccable, and the turnaround times faster than other solutions. Rexera’s customer service team proved to be a true partner in the HOA documents acquisition process.

As Brooke put it: “We explored other vendors and have used other vendors. I believe that Rexera provides the best customer service, the best accuracy, and quick turnaround times that are unmatched by other competitors.”

The Impact

mm
Brooke Eshelman
VP of Operations, Proliant Settlement Systems
linkedin-green web

Because of Rexera’s accuracy and quick turnaround, Brooke now rests assured that all the HOA document information will be uncovered. The multiple HOAs and management companies found. All HOA documents details summarized and highlighted.

For Brooke, integrating tech-driven solutions allows Proliant to scale tremendously. As she pointed out: “In our industry, it’s an up and down thing, where you’re growing quickly, and then you’re scaling down quickly based on market conditions.” It’s essential to use solutions that allow companies like Proliant to scale quickly but also, if it becomes necessary, easily scale down.

When we asked her what advice Brooke would give other real estate professionals looking to adopt tech-driven solutions, she shared this: “Don’t be afraid to try something new. Technology is a resource – use it to its full potential. Don’t shy away from it just because it’s technology. It won’t replace title professionals. It just allows the title professionals that you have to do what they’re good at, which is spending time with customers.”

What Would A Perfect Closing Process Look Like?

“All workflows are on schedule, regardless of how complex. Our vendors are delivering best-in-class technology solutions that create a frictionless experience for all involved. In the end, the closing process is easy, on time, and stress-free for our customers.”

As part of achieving that, Melissa shared the importance of investing and upgrading her tech infrastructure further to accommodate the fast-paced digital needs of her customers better.

To create a personalized experience for each of her customers, she needed the ability to meet her customer’s closing preferences while simultaneously increasing communication and transparency.

spr

How to Set Up & Scale a Successful Title Business?

str1

Earlier this year, Melissa decided to open her family-owned business in Texas, close to home. Driven by her goal to build a company grounded in tradition and family values, she emphasized the importance of personalized customer experiences.

To support those goals, Melissa and the team at Emerald National Title knew the significance of technology to their growth strategy. The company’s CTO was tasked with the discovery and integration of technology that established Emerald National Title as a nimble and flexible business. The company contributes their rapid go to market on their investment in solutions that require low infrastructure investment, are quick to deploy, and are intuitive for the end users.

How Does Technology Help Title and Escrow Teams?

As Melissa shared, the technology of the Emerald National Title team helps them better visualize their customer experience roadmap; it guides the team as they scale the business and fine-tune the relationship with customers.

When Melissa talks to realtors, they want to know how she and her team can help them gain customers and maintain existing relationships. She is quick to respond that the right technology integration creates a seamless experience for their customers.

When handoffs and communication between teams are smooth and organized, the closing process can be the least stressful part of buying a new home. Realtors spend less time on manual tasks and can be more proactive in communicating updates or removing closing roadblocks.

How Can Title & Escrow Companies Offer Exceptional Customer Service?

For Melissa and the Emerald National Title team, the answer is seamless communication and transparency throughout the closing process.

In fact, they are not treating home-buying as a simple transaction but as a well-communicated relationship that offers frequent and detailed updates throughout the process. Making sure home sellers and buyers understand every step of the process and ensuring their peace of mind that the Emerald National Title team has their back.

For this communication to be stress-free and secure, Emerald National Title has been investing in a secure doc portal that ensures a protected exchange of updates, documents, and payments. For them, cyber security is a top priority, especially when dealing with clients’ personal and payment information.

Technology has become a bulletproof way for Melissa and her team to build trust and ensure smooth communication with customers, as well as realtors, mortgage brokers, and lenders.

To exceed everyone’s expectations along with investing in future-proofed technologies, Melissa chooses to partner with vendors who share her business perspective.

How Do InspectHOA’s Services Help Create Personalized Customer Relationships?

Melissa is a long-time client of Rexera. Before starting her own business, Melissa used our service in her past three companies.

“It’s a ‘feel the deal’ for me. Anyone who can consistently deliver and is willing to treat my customers like their family is someone I want on my side. After reviewing other vendors, I keep coming back to Rexera as the vendor I trust most with my customers .”

Why does Melissa value Rexera so much? It’s simple:

  • Convenience and ease of use of our portal
  • Responsiveness of our team and quick resolutions
  • Care with which the team handles the work

The added value in working with Rexera for Melissa stems from our willingness to go above and beyond to get the necessary information to close a deal on time.

“Why does a closing have to feel like a transaction? At Emerald National Title, our vision is to create a customized experience with a dedicated closing officer. So when a closing goes sideways, and you have a partner like Rexera that sends someone to the HOA office in person to help resolve the issue, that is a partner that understands that buying a home is personal, not a transaction. That is an example of Rexera going above and beyond that directly supports the vision for my business.”

Is There Added Value in Fronting HOA Fees?

Speaking of adding value to services, Melissa shares that it makes a huge difference when Rexera fronts the HOA fees.

“When a title company reaches out to a seller asking them to pay for something upfront— it’s always a battle, which makes it feel very transactional to the customer and adds administrative burden to my team.”

For Melissa, it’s not good customer service to ask the client to pay those fees upfront, and in her 30 years at the job, she’s never done it. She prefers to handle them herself and deduct them at closure.

That’s why Rexera fronting the fees not only helps her keep delivering impeccable service but also not putting pressure on Emerald National Title’s accounting.

Is It Worth Outsourcing HOA Documents Collection?

mm
Melissa Daniels
CEO, Emerald National Title
linkedin-green web

Melissa shares that relying on a partner who is able to cut on a cumbersome and multi-step job is an undeniable advantage. It saves her time that she can relocate to focusing on her customers, ensuring they are happy with her services.

Ultimately, scaling Emerald National Title business requires Melissa and her team to be fully engaged with the needs of their clients. And Rexera takes care of the documents.

At the end of the day, she’s grateful for taking the time to listen to Rexera’s proposition and grow together with us. And we’re grateful for her kind words and continued partnership.

Saving over 2 days
on every transaction

spr

About TransCounty

TransCounty Title’s mission is to be the premier local Ohio provider of commercial and residential real estate transaction services, operating in all 88 Ohio counties with the highest ethical standards, integrity, and professionalism.

The company’s passion lies in consistently exceeding the expectations of their clients through a superior customer experience. TransCounty Title is constantly looking for ways to streamline and simplify their processes to achieve faster, easier, and more effective ways to prepare documents for closing and, therefore, work on more transactions.

spr

The story

str1

The Challenge

When the Title industry talks about HOAs, we usually hear about the tedious manual processes, lots of back-and-forth communications with all parties, and wasted time.

Being on tight deadlines doesn’t help when you need to rely on someone else. TransCounty took a leap of faith and trusted InspectHOA’s automated process, and here is what came out of this.

The HOA piece was always a problem for TransCounty Title. They would go through a tedious manual process with multiple follow-ups with the seller to obtain all required documents.

HOAs are the single most dreaded thing about a closing. When you find out the customer has an HOA, you dread the file because of the hassle that you have to work with the seller on.”

Before partnering with InspectHOA, TransCounty would call or email each customer to gather the HOA contact information. Once they had that, they would contact the HOA on their own to order the documents.

Then they had to reach back out to the client to inform them that they would receive an email with a request to make a payment to the HOA. All these steps were necessary for the HOA to send TransCounty the information.

As expected, this convoluted process presented multiple obstacles. Some clients wouldn’t receive the payment link or the email altogether, and others would be upset that they have to pay for the documents upfront. TransCounty would then have multiple follow-ups to ensure the document fees are paid.

The entire process translated into 3-4 calls to the customers, which created friction in the process and a bitter client experience. In addition, since the team was bogged down having to do so many things on their own, they couldn’t easily
scale their operation.

The Solution

Originally, TransCounty Title was a bit hesitant about partnering with InspectHOA because of the additional service fee and the fear of losing control over the process.

However, Cristina Sadler, TransCounty’s Escrow Officer, says, “I was worried the job wouldn’t get done, but it always gets done! It’s worth it, it’s beyond worth it!”

Today, TransCounty leverages Qualia and its Marketplace to access InspectHOA’s services with just a click. When TransCounty has a closing that involves an HOA, Qualia gathers some of the HOA information upfront from the seller, and after only one click from the team, InspectHOA takes care of obtaining the documents and paying for them upfront. Once the documents are obtained, InspectHOA uploads them in the file on Qualia, and TransCounty just adds the charges to the CD.

The Results

mm
Christina Sadler
Escrow Officer
linkedin-green web

The HOA piece was always a problem for TransCounty Title because of the hassle that you have to work with the seller on. The partnership with InspectHOA has saved TransCounty Title at least 3-4 phone calls per file, shortened their processing times significantly, and removed the need to involve the seller or the buyer in the process.

This partnership removes the friction in the entire process and results in significantly higher customer satisfaction. Their deadlines are always met and what Christina really loves about the service is that she just clicks a button, and she no longer worries about the HOA piece of the process.

“People would rather pay more at closing than pay to the HOA upfront. It makes them think about the fact that they are leaving the HOA but they have to pay for all these things to get the information.

It’s a much better experience for the client because you don’t have to bother them too much to get the information or get them to get their credit card out to make payments. A lot of people are wary of making payments online.” shares Christina.

Increasing customer
Net Promoter Score (NPS) in Title

spr

About Endpoint

Endpoint is a digital title and settlement company built from the ground up to make home closing easy for all. Founded in 2018 with a diverse group of tech and real estate veterans, Endpoint develops technology that streamlines the closing for real estate agents, buyers and sellers, and empowers proptech companies and investors looking to scale their closing operations. To learn more, visit endpoint.com.

spr

The story

str1

Nowadays, consumers are used to instantaneous gratification, and they are looking for faster and smoother closings with as little involvement on their part as possible. Many first-time home buyers select their real estate and title companies based on recommendations from people they know.

To get these recommendations, increase their NPS, and grow their business, title companies are looking for ways to provide a better customer experience and faster closings.

The challenge

Endpoint’s mission is to make the real estate closing experience as seamless as possible. Closings are very complex and each one is unique, requiring professional expertise from closing specialists, yet there are opportunities to automate processes to enhance the experience.

Collecting HOA documents and data is one area where automation can improve and accelerate closings. The task of collecting HOA documents and data can be labor-intensive and may take days, depending on the depth of information provided by the seller and the responsiveness of the HOA.

The document and data collection is transaction-specific, which does not align with Endpoint’s goal of standardizing closings and decreasing clear-to-close timelines.

Shawna Hernandez

Chief Operating Officer, Endpoint

We do believe that closing requires professional expertise, but there are opportunities to use technology and automation to enhance the experience.

The Solution

Endpoint tasked InspectHOA with delivering a customized solution to accelerate HOA documents and data collection. The final result was an automated process that handles all HOA-related pieces of the transaction.

Today, Endpoint submits an order automatically, and the InspectHOA team:

  • confirms the presence of an HOA
  • orders the documents
  • fronts the documents cost to minimize the turnaround time

 

The ability to tap into InspectHOA’s national database combined with automated ordering has helped the Endpoint team streamline their process and shorten their clear-to-close timelines. This allows Endpoint to focus on what they do best – combine people, process and technology to make closing a real estate transaction easier for everyone.

 

The Results

mm
Shawna Hernandez
Chief Operating Officer, Endpoint
linkedin-green web

Due to InspectHOA’s responsiveness and collaborative and adaptable approach, Endpoint was able to accelerate the HOA document collection process. However, Endpoint also wanted to automatically and confidently know whether or not there is an HOA on a property within a few hours.

By removing the need to ask sellers for HOA information during transactions, Endpoint can commit to a given closing date earlier in the process.

“We are constantly tweaking and refining our processes, so we need a partner that would go along this journey with us. That is very important for us when we are looking for a long-term solution.”

Since partnering with InspectHOA, Endpoint has also seen an increase in its NPS scores and an improvement in employee engagement. Now that their closing specialists have fewer manual tasks to perform, they can devote more time to delivering a superior customer experience.

Removing the stress of
HOA documentation

spr

About Homeward

Homeward empowers their customers by providing a stress-free homebuying experience. A team of leading underwriters with decades of diverse real estate transaction experience ensures a clear title for each customer.

Homeward is a forward-looking, rapidly growing company, with the ambition and desire to leverage technology to their advantage. To learn more about them, click here.

spr

The story

str1

It is always great when someone has your back in a tedious and stressful process. A great business partner that you can rely on in any situation is crucial for success. Homeward found such a partner in InspectHOA, and now they can focus on their customers while InspectHOA takes care of the HOAs.

The challenge

Homeward has a complex business model where there are two closings instead of one. First, Homeward buys the home with cash. Then, the buyer buys it back from Homeward with their mortgage. So there are two contracts, two closings, and two transactions happening very close in time to each other. For Homeward, it created extra friction on top of the usual frustrations of ordering and chasing HOAs for the documents.

Homeward’s production staff was ordering HOA documentation directly either from management companies or smaller HOAs. This left a lot of margin for error when managing the documents, like missed documents or HOAs, late ordering, etc. The team had to order the new documents while keeping in mind updating the existing documents, and staying ahead of the deadlines. If something was missed or delayed on one of the transactions, two transactions were falling through.

They needed a reliable partner to have their back throughout the whole process.

Brad Honn

Senior Director of Escrow and Title Operations at Homeward

“As we all know, HOA issues can really blow up and cause a lot of problems for closing. So it helps us all sleep better knowing that there is not going to be a problem, or anything we forgot on the order, or an update that we forgot to complete before closing the transaction. Because we have a great partner InspectHOA, making sure that those things don’t happen to us.”

The Solution

Homeward partnered with InspectHOA to remove the frustrations and stress of acquiring and managing HOA documentation from their team. The InspectHOA team took over everything HOA-related, including the communications with HOAs.

Now, for every transaction, InspectHOA acquires the documents, follows up with HOAs and PM companies, regularly updates Homeward’s team on the progress, and makes sure every transaction runs smoothly. Throughout the years of successful collaboration, InspectHOA has become an integral part of Homeward’s processes.

“The service that InspectHOA provided to us and a great business partner that they’ve been for us, it’s not static. Our relationship has very much evolved in the past couple of years that we’ve worked together, ” says Brad.

To simplify Homeward’s processes as much as possible, InspectHOA has built custom features to help the team better organize their transactions. Features like pre-ordering transactions far ahead in time and invoicing upgrades have saved Homeward’s team the hassle of chasing the documents between the 2 transactions.

InspectHOA delivers the documents exactly on time, every time. No stress, no frustration, and no unnecessary rush fees.

The Results

mm
Brad Honn
Senior Director of Escrow and Title Operations at Homeward
linkedin-green web

InspectHOA takes on the responsibility of acquiring and updating HOA documentation, saving Homeward the time and stress of going back and forth with the HOA and making sure no document is missed.

InspectHOA also provides transparency and recurring updates on the document status and keeps Homeward’s team in the loop on any progress, keeping them in control of the transaction the whole time. This is one of the main reasons why “we like InspectHOA so much,” according to Brad.

Homeward has reported a higher employee satisfaction rate: “I think most people that are in this position, where you have to order HOA documentation are sick and tired of ordering HOA documentation. When they onboard, we tell them that they don’t have to do that anymore, and they just have to place the order with InspectHOA. It gets an overwhelmingly positive reaction” says Brad.

Proud members of
p1 p1 p1 p1 p1 p1 p1 p1 p1
What our clients say about us?
rev1
Katie Zorn, Ambassador, Hankin & Pack
linked website
I couldn't do my job without you
You all rock! Seriously. I do see all the hard work you guys do. This job isn't easy. I couldn't do my job without you guys so I mean it when I say YOU ROCK!
Katie Zorn, Ambassador, Hankin & Pack
rev1
Lori, Escrow Support Supervisor
A huge win for us
"Your team discovered the lien and let us know so we were able to get the payoff statement. We were also able to revisit the research and find the recorded lien.

This is a huge win for us – so THANK YOU for all you do!"
Lori, Escrow Support Supervisor
rev1
Brad Honn, Senior Director of Escrow and Title Operations, Homeward
linked website
Worry-free closings
“As we all know, HOA issues can really blow up and cause a lot of problems for closing. So it helps us all sleep better knowing that there is not going to be a problem, or anything we forgot on the order, or an update that we forgot to complete before closing the transaction. Because we have a great partner Rexera (formerly InspectHOA), making sure that those things don’t happen to us.”
Brad Honn, Senior Director of Escrow and Title Operations, Homeward
rev1
Kacie McAteer, Vice President, Ideal Title Agency
linked website
They always go the extra mile
"Rexera (formerly InspectHOA) is simply above the rest when it comes to our HOA needs. Their portal is perfect, their communication is constant, and they always go the extra mile in order to meet our deadlines and impress our customers. I would highly recommend them to everyone in the title insurance industry. Thank you Rexera for all that you do!"
Kacie McAteer, Vice President, Ideal Title Agency
rev1
Diana Casella, Ideal Title
website
A vendor that cares
"We’ve only been working with you all for a little while, but so far my team is singing nothing but praise and relief at finally having a Vendor that cares about these files as much as we do. "
Diana Casella, Ideal Title
rev1
Michelle Rose, Partner, Closing Day Settlements
linked website
Number #1 for efficiency
"I highly Recommend Marina Hubenova and sending all orders to Rexera (formerly InspectHOA). I love sending all my orders through their client portal or in Qualia. They are number #1 with efficiency and detailed reports. I never think twice on placing my orders with them. "
Michelle Rose, Partner, Closing Day Settlements
rev1
Shawna Hernandez, Chief Operating Officer, Endpoint
linked website
A partner for innovation
"We are constantly tweaking and refining our processes, so we needed a reliable partner that would go along this journey with us. And Rexera (formerly InspectHOA) is exactly that."
Shawna Hernandez, Chief Operating Officer, Endpoint
rev1
Cristina Sadler, Escrow Officer, TransCounty
linked website
A way to take back control
“I was worried the job wouldn’t get done, but it always gets done! It’s worth it; it’s beyond worth it!"
Cristina Sadler, Escrow Officer, TransCounty
rev1
Scott Young, EasyKnock
linked website
A solution to a historical problem
"Rexera (formerly InspectHOA) has been an instrumental partner in mitigating risk and creating efficiencies in our acquisition process. They are the solution to a historical problem that title companies and other vendors face in every transaction."
Scott Young, EasyKnock
rev1
Melissa Daniels, CEO, Emerald National Title
linked website
Going above and beyond
“Why does a closing have to feel like a transaction? At Emerald National Title, our vision is to create a customized experience with a dedicated closing officer. So when a closing goes sideways, and you have a partner like Rexera that sends someone to the HOA office in person to help resolve the issue, that is a partner that understands that buying a home is personal, not a transaction. That is an example of Rexera going above and beyond that directly supports the vision for my business.”
Melissa Daniels, CEO, Emerald National Title
You will hear from us soon








    You will hear from us soon