Our Process
Testimonial

“I just wanted to take a minute to say thank you to the Equity team this past month, I was pushing a lot of loans hard to close for last Friday and you got them ALL out for me. The Equity team makes my job a lot easier and they helped me hit my goal this month as well. I have passed the word along to some of the newer guys here that they should send more of their business to Equity.”

– Senior Loan Officer of a Regional Lender

 

Your Dedicated Client Relations Team
Your team member serve one purpose –to give ‘you’ a voice in our organization.

A single point of contact is important in our business. It alleviates the stress that a customer feels when looking to quickly get answers or to track documents. As an Equity National client, you get an entire team of professionals assigned to your account called a Client Relations Team [CRT]. Within that team, you are assigned a Client Relations Manager [CRM] who is your single point of contact. Your CRM is available 24/7 and manages every phone call for all of your transactions to meet all of your needs -each and every day.
 
Get to know your Client Relations Team

After years of experience in title and settlements, we determined that our clients needed an internal advocate and voice within our organization. In response, we assembled Client Relations Teams, our 'solution center'. They are high-level client-facing folks who are hand-picked; they are management level stakeholders with the authority to implement changes for you when necessary.

Our CRT members are not customer service representatives. These folks are industry veterans with an average of 10 years of experience in various departments within our company—the best of the best. They are skilled. They are passionate. They are competent individuals equipped with the knowledge of your business, the expertise of the subject matter, and the confidence to answer the difficult questions, because they have the answers. This group is available 24/7 via smartphones and is tasked with ensuring that the Adaptive Service Level Agreement [ASLA] determined by you and Equity National through our On-Boarding Process, is enforced. CRT members are responsible for managing relationships with your operations team and for ensuring that we are not only meeting, but exceeding your expectations.