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Stress-free HOAs:  Best Practices for Smooth Closings

Calling all escrow professionals! Discover valuable insights from industry leaders on navigating HOA issues and how to avoid litigation.

Overview

Dealing with HOAs is a major pain point for Escrow teams – frustrating, time-consuming, and stressful. In this webinar, dive into the risks associated with HOAs and HOA documentation; and ways to mitigate those risks.

Learn the best HOA practices for smooth closings and how forward-looking companies manage their HOA document order, acquisition, and review processes to reduce errors and keep closings on track. Joined by a real estate attorney, Paul D. Bojic, our speakers will share behind-the-scenes HOA practices.

Tuesday, July 18, 2023 · 10 – 11pm EEST

60-minutes

What You’ll Learn

Get insights into the challenges that Homeowners Associations (HOAs) pose in the title and escrow process, including the impact on closing timelines and interactions with HOAs.

Explore techniques and resources for obtaining accurate information about HOAs, ensuring smoother transaction processing of fees.

Hear real-life experiences and “horror” stories from industry experts, such as unexpected fees and delays caused by HOAs, and learn how title professionals have handled these situations.

Learn how to minimize legal issues related to HOAs and document acquisition, and gain insights into potential solutions, such as outsourcing and technology, to streamline the process.

Meet your panelists

Paul D. Bojic

Real Estate Attorney
Law Offices of Paul D. Bojic

Monica Yoquigua

District Manager
Pure Logic Escrow, Inc.

Trudy Swearingen

VP, Escrow Division Manager
Pacific Coast Title Company

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Katie Zorn, Ambassador, Hankin & Pack

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Brooke Eshelman, VP of Operations, Proliant Settlement Systems

Brad Honn, Senior Director of Escrow and Title Operations, Homeward

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, making sure that those things don’t happen to us.”

Brad Honn, Senior Director of Escrow and Title Operations, Homeward

Kacie McAteer, Vice President, Ideal Title Agency

They always go the extra mile

"Rexera 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

Diana Casella, Ideal Title

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"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

Michelle Rose, Partner, Closing Day Settlements

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Michelle Rose, Partner, Closing Day Settlements

Shawna Hernandez, Chief Operating Officer, Endpoint

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

Cristina Sadler, Escrow Officer, TransCounty

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Cristina Sadler, Escrow Officer, TransCounty

Scott Young, EasyKnock

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Scott Young, EasyKnock

Melissa Daniels, CEO, Emerald National Title

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.”