meet our team transform your client’s experience...833.432.4321 [email protected]...

The Closing Exchange delivers a high-touch, high-tech signing experience by the best notary network in the financial services industry.Built by a management team with extensive experience in mortgage, title and settlement, and technology, we understand how to deliver successful real estate closings to your clients.

www.TheClosingExchange.com833.432.4321 [email protected]

TRANSFORM YOUR CLIENT’S EXPERIENCE WITH DYNAMIC CLOSING AND SIGNING SERVICES

Alan FrelixCEOMore than 25 years of experience in financial and business services for companies including Stewart Lender Services, a division of Stewart InformationServices Corporation (STC), LandSafe Services LLC, Bank of America and Countrywide Financial.

Marvin BantuganChief Technology OfficerMore than 25 years of experience in financial and business services, as well as management consulting for the Top 5 banks, Countrywide Financial and Deloitte and Touche LLC.

Landon SmithEVP, Client Strategy and Business DevelopmentMore than 25 years experience in the lender services & title industry; all aspects of the life cycle of the loan; origination, servicing, default and lender relations for companies including ServiceLink, Stewart Lender Services, a division ofStewart Information Services Corporation (STC) and Lawyer’s Title Company.


MEET OUR TEAMOur vision is based upon industry experience, changing market dynamics and industry demand.

If you are looking for a better signing and closing experience for your customers, call us today.

Next steps:Contact us Learn more

http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=mailto:Sales%40TheClosingExchange.com?subject=https://youtu.be/k3KxYvOVvFk

Experience The Closing Exchange Advantage• Leverage the power of our vetted and trained

signing agent network.• Take advantage of our patented CXChoice

platform, integrated with key title production systems and eSigning platforms such as ResWare, SoftPro, Ramquest, DocuSign and others.

• Access our industry knowledge, dynamic workflow, and compliance knowledge.

• Utilize our consultative, tech-savvy approach to onboarding and integration.

The CXChoice Advantage• Integrated• Easy to become eEnabled• Tailored to your business/workflow• Flexibility and control• Reduce your costs with staff augmentation • User friendly• Secure

We make sure that we pay attention to the details, and we pride ourselves on our enhanced communication and confirmation process. We diligently contact and confirm not only the time and place, but also the specifics of your transaction with your signing agent to ensure your signings are handled with the utmost of care and to your specific needs and service expectations. Our processes and technology are designed to proactively mitigate signing issues.

With The Closing Exchange you can manage your signings and network, become e-enabled, or – we can do it all for you. We provide flexibility and multiple closing options, so you can tailor your closing services to your customers’ needs.


WHY THE CLOSING EXCHANGE?Signing services is a commodity. Your customer experience is not.

CXChoice Capabilities• Vendor management (vetting and approval) Audit, compliance, risk• Performance management Rating system, job aids, training, coaching,

multi-lingual options and ‘Do Not Use’ lists• eClosing services Multiple closing options: mobile notary, attorney

agents, eSignings, Remote Online Notarizations (RON) and hybrid closings

eSigning facilitation, including “flagging and tagging” services

• Signing services Order management, assignment, document delivery,

communication, Notifications, quality control and post-closing management and issue resolution

Our ResWare IntegrationThe Closing Exchange-ResWare© integration provides you a streamlined workflow to manage your closing experience. The Closing Exchange’s CXChoice integration enables notary service ordering, two-way communication and notifications, and document flow directly within ResWare. We map to your business process, leveraging CXChoice to provide you with scalability, flexibility and efficiency.

OUR PATENTED SAAS PLATFORM CXCHOICE™ – DESIGNED TO ENABLE YOUR WORKFLOW

CXChoice offers seamless order management, communication and security.

Network of more than 70,000 mobile signing agents located in all 50 states

http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=

Experience The Closing Exchange Advantage• Leverage the power of our vetted and trained

signing agent network.• Take advantage of our patented CXChoice

platform, integrated with key title production systems and eSigning platforms such as ResWare, SoftPro, Ramquest, DocuSign and others.

• Access our industry knowledge, dynamic workflow, and compliance knowledge.

• Utilize our consultative, tech-savvy approach to onboarding and integration.

The CXChoice Advantage• Integrated• Easy to become eEnabled• Tailored to your business/workflow• Flexibility and control• Reduce your costs with staff augmentation • User friendly• Secure

We make sure that we pay attention to the details, and we pride ourselves on our enhanced communication and confirmation process. We diligently contact and confirm not only the time and place, but also the specifics of your transaction with your signing agent to ensure your signings are handled with the utmost of care and to your specific needs and service expectations. Our processes and technology are designed to proactively mitigate signing issues.

With The Closing Exchange you can manage your signings and network, become e-enabled, or – we can do it all for you. We provide flexibility and multiple closing options, so you can tailor your closing services to your customers’ needs.


WHY THE CLOSING EXCHANGE?Signing services is a commodity. Your customer experience is not.

CXChoice Capabilities• Vendor management (vetting and approval) Audit, compliance, risk• Performance management Rating system, job aids, training, coaching,

multi-lingual options and ‘Do Not Use’ lists• eClosing services Multiple closing options: mobile notary, attorney

agents, eSignings, Remote Online Notarizations (RON) and hybrid closings

eSigning facilitation, including “flagging and tagging” services

• Signing services Order management, assignment, document delivery,

communication, Notifications, quality control and post-closing management and issue resolution

Integrated for your convenienceCXChoice leverages integrations with most title production software giving you the ability to immediately become e-enabled, regardless of your workflow and technology and without the need for additional staffing and overhead. And, we have APIs for custom integrations into your systems.

OUR PATENTED SAAS PLATFORM CXCHOICE™ – DESIGNED TO ENABLE YOUR WORKFLOW

CXChoice offers seamless order management, communication and security.

Network of more than 70,000 mobile signing agents located in all 50 states

http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=

The Closing Exchange delivers a high-touch, high-tech signing experience by the best notary network in the financial services industry.Built by a management team with extensive experience in mortgage, title and settlement, and technology, we understand how to deliver successful real estate closings to your clients.


TRANSFORM YOUR CLIENT’S EXPERIENCE

WITH DYNAMIC CLOSING AND SIGNING SERVICES WITH WFG’S PREFERRED PROVIDER

Alan FrelixCEOMore than 25 years of experience in financial and business services for companies including Stewart Lender Services, a division of Stewart InformationServices Corporation (STC), LandSafe Services LLC, Bank of America and Countrywide Financial.

Marvin BantuganChief Technology OfficerMore than 25 years of experience in financial and business services, as well as management consulting for the Top 5 banks, Countrywide Financial and Deloitte and Touche LLC.

Landon SmithEVP, Client Strategy and Business DevelopmentMore than 25 years experience in the lender services & title industry; all aspects of the life cycle of the loan; origination, servicing, default and lender relations for companies including ServiceLink, Stewart Lender Services, a division ofStewart Information Services Corporation (STC) and Lawyer’s Title Company.


MEET OUR TEAMOur vision is based upon industry experience, changing market dynamics and industry demand.

WFG National Title Company®a Williston Financial Group company

If you are looking for a better signing and closing experience for your customers, call us today.

Next steps:Contact us Learn more

http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=http://www.TheClosingExchange.commailto:Sales%40TheClosingExchange.com?subject=mailto:Sales%40TheClosingExchange.com?subject=https://youtu.be/k3KxYvOVvFk

meet our team transform your client’s experience...833.432.4321 [email protected]...

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