Introducing your new OPS team with a wide array of services that take your team to the next level and add value to your bottom line.
ALTA BEST PRACTICE TESTING & IMPLEMENTATION
Trust our industry experts to review your current operation for compliance within ALTA’s Best Practices guidelines. We will work with you every step of the way beginning with our Best Practice Assessment Report. This report will guide us through the implementation process and put you on a fast track to either self-certification or independent CPA certifications.
POLICY & PROCEDURES MANUAL
Our Policy and Procedures Manual is based and written with ALTA’s Best Practices and lender requirements in mind. We offer a range of services from templates to one-on-one customizations.
FILE AUDITS FOR STATE AND UNDERWRITER COMPLIANCE
Not sure if you’re on the right track to acing your upcoming state or underwriter audit? We can review your archives to ensure you are not only meeting the minimum guidelines but exceeding them. You and your auditors will look forward to the yearly visit!
Let us take on the mundane task of vender vetting and give that time back to you. Don’t waste the time you could be spending growing your business. We handle background checks, W-9, and can assist in making sure your vendor contracts stay up to date.
CONTINUING EDUCATION & LUNCH AND LEARNS
Show your clients you care about their future by offering Continuing Education and Lunch and Learns. Our knowledgeable staff will design a program that best reflects you, your audience, and our changing industry. We offer packages that include venue, educational materials, guest speakers, and catering. Don’t forget about first time homebuyers. We can help with those seminars, too. We can also assist with making sure your clients know about and are excited to attend your event!
Finding and recruiting the right talent can be a challenge. Whether you’re searching for long-term permanent talent, temp-to-hire, or contract, our experience allows us to find skilled candidates who are the best match to meet your needs.
EMPLOYEE LICENSING & RENEWALS
We take the guess work out of licensing and renewals. We work with your staff to obtain any necessary licensing, continuing education, and bonds. We also track and communicate with you when it comes time for renewals.
Don’t let something this simple keep you off of the approval lists. Lenders, Underwriters, and Regulators are becoming more demanding in regards to final policies and their issuance within 30 days of closing. Tracking lien satisfactions after closing can consume your precious time and resources. You can rely on us to track and timely report release recordings. Keeping you well ahead of industry standards is our number one goal.
EMPLOYEE TRAINING AND ADVANCEMENT
Keeping your employees at the top of their game is important to growing your business and servicing clients. Our trainers are here to work one-on-one with your employees. Our programs range from an industry novice to a seasoned veteran than may need a few adjustments to keep up with regulatory and processing changes. Our software expertise includes Microsoft Operating Systems, MAC OS, AIM for Windows, RamQuest and all versions of SoftPro.
TITLE SEARCHES AND FINAL TITLE POLICY PRODUCTION (in authorized states)
From work overflow to a more permanent full-time solution, we can assist with title searches and completion of your final title policies.
REMITTANCE VERIFICATION & REPORTS
Never miss an underwriter remittance. We can assist with verifying your remittance and help you generate accurate underwriter remittance reports.
COMPANY SET-UP & EXPANSION
Our project managers are skilled in setting up new companies and expanding existing operations. We can handle the entire process from partnership contracts and domain registration to facilities set-up and everything in between. Trust us to get your doors open as quickly as possible to enable you to begin your successful venture.