The Ultimate Private Wealth Closing Model

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.

For More Information On Our Private Wealth Division Please Visit:

Private Wealth Loan Closing Services - Data Sheet (PDF)

Title Products

Closing Products

  • Full Alta Title Insurance
  • Refinance Title Products
  • Specialized Title Curative- Trusts & LLCs
  • Customizable, Bundled Products
  • Purchase & Refinance Closings
  • Attorney, In Office, Branch & Notary Closings
  • Innovative e-Closing
  • Bank Branded Closing Solutions
  • Signing Only Services
  • Sub Escrow Services
  • Disbursement
  • Post-Closing
  • National Recordation

Innovating The Transaction

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