BEYOND EXPECTATIONS
Our roots in the high net worth financial advisory sector coupled with twenty years of experience building and operating one of the nation’s first-class loan closing models gives us unmatched expertise in delivering the ultimate private wealth loan closing model.
Designed around the Private Banker and Financial Advisor model, each facet of Mortgage Connect’s Private Wealth Division is developed to provide the most seamless and flawless closing experience for the sophisticated borrower. We make certain that each client-dedicated team member understands the unique complexities of your consumer’s loan, provides relentless attention to detail, and takes extra measures to deliver the highest level of customer service.
CLOSING SOLUTIONS FOR HIGH NET WORTH CLIENTS
CLOSINGS | TITLE | VALUATIONS
Private wealth driven service model
Distinctive consumer experience
Customized processes and workflow
CUSTOMIZED PRIVATE LABEL CLOSINGS
CLOSING TABLE EXPERIENCE
Distinct, customized closing ceremony delivering an exceptional experience
Elite Closing Agents
Platinum certified & trained to ensure an exceptional client closing experience
Beyond Service Levels
Accelerated appointment scheduling and delivery of executed closing packages
HELOC TITLE MENU
Full ALTA title insurance
Refinance title products
Specialized title curative- trusts & LLCs
Customizable, bundled products
DISTRIBUTED RETAIL MENU
Purchase & refinance closings
Attorney, in office, branch & notary
Innovative e-closing
Bank branded closing solutions
Signing only services
Sub escrow services
Disbursement
Post-closing
National recordation
Platinum Certified Signing Agents Supported by Specialized Internal Team
- Client dedicated service teams with operational expertise in complex loan transactions and scenarios
- Dedicated personal closing coordinator assigned to the financial advisor and consumer
- Complete certification testing that includes testing on specific closing documents, client communication protocol specific to lender, code of conduct, and presentation
- Minimum qualification: 150 mortgage closings within the past two years
- Comprehensive background checks and ongoing performance monitoring
- Customized financial advisor and consumer scripts for welcome, clearance, pre-closing, scheduling, and survey calls
Masterfully Choreographed Closing Process
- Expedited loan closing order processing by Private Wealth Dedicated Team Member
- Personalized consumer communication materials and educational tools
- Deluxe closing ceremony performed in any private wealth setting, attorney’s office or client’s choice
- Branded gift basket delivered to consumer after loan closing
- Dedicated Private Wealth Hotline
- Specialized outreach and reporting provides full transparency and real-time status
- Customized financial advisor reporting
Stringent Compliance and Quality Assurance
- Independent compliance unit to ensure adherence to changing regulatory compliance requirements
- Extensive employee and vendor regulatory compliance certification curriculum
- Stringent vendor oversight: performance, licensing and turn-times
- Automated and manual post/pre-close audit reviews
- Customized performance tracking and reporting tools provide real time order and status transparency
Proprietary Technology Platform with Smart Window Into Order Workflow
- Customizable, flexible workflow design
- Extensive tracking, pipeline and exception management reporting capability
- Real-time status and interactive communication
- Exclusive eConnect Interactive Application to ensure compliance
- Seamless integration with any loan origination software
- Innovative eClosing capability offers multiple closing options
