Email Etiquette

Technology is a wonderful tool and even more powerful when used to your advantage. Work smart not hard is our motto.

Escrow number on email subject line: Our system will automatically notate and attach any documents to your transaction to ensure information all transaction related information is  received. 

Use team email addresses: This ensures your email request will be handled by your assigned settlement team.

Attachment Size:  When scanning documents please make sure the file size is no larger than 10 Megabytes (MB).  Large attachments tend to travel slow, cause delivery delay,  or blocked by size limit settings.

Upcoming Webinar: Introduction to Trusts

Introduction to Trusts

Please join us for our upcoming webinar entitled: Introduction to Trusts. Reverse mortgages are complex and being prepared is key to a successful closing. We are happy to share our experience and knowledge with you. Together we can make the borrower’s experience is a pleasant one.

Wednesday, January 17, 2018 at 10:00 AM (Pacific Time)

Webinar Time Zone Conversion:

11:00 AM – 12:00 PM MST

12:00 PM – 1:00 PM CST

1:00 PM – 2:00 PM EST

Click Here to Register

After registering, you will receive an email with instructions on how to join the webinar.