JUNE 6 – 8, 2016 | CHARLOTTE, NC


The 2016 National Settlement Services Summit is brought to you by the following sponsors. Without their generous support, the Summit would not be possible. We are extremely grateful for their help in hosting this event!

Presenting Sponsor


Portland, Oregon-based WFG National Title Insurance Company, a Williston Financial Group Company, is the nation’s most agent-centric provider of premium title insurance and settlement services. The fastest growing underwriter in the industry, the WFG family was the nation’s sixth largest provider of title insurance after 3Q, 2015. WFG National Title has always operated with a commitment of collaborating with its independent agency partners and has no direct operations located east of the Mississippi River. The company prides itself on providing top-flite resources, tools and information for its agents.


Networking Reception Sponsor & Name Badge & Lanyard Sponsor

SoftPro is the nation’s leading provider of closing, title and escrow software, with more than 14,000 customer sites and over 50,000 users nationwide. Offering an award-winning suite of products designed to increase volume and revenue, SoftPro delivers innovative technologies to streamline the closing process. SoftPro has been recognized by the American Business Awards every year since 2007 – winning awards for superior customer service, support and product development. To learn more about SoftPro or for a FREE 30 day trial, visit www.softprocorp.com or call 800-848-0143.

North American Title Insurance Co.

Opening Night Reception Sponsor & Exhibitor

NATIC has the attributes most essential to your title business – Financial Responsibility and White-Glove Service. Now operating in 39 states and the District of Columbia, NATIC is the 8th largest underwriter in the United States. Decision makers are easy to reach. Processes are quick and straight forward. NATIC has an unparalleled one-hour underwriting response guarantee. Demotech, Inc. rated A’ (A Prime) Unsurpassed. A.M Best rated B++ (Good). A simple plan, well executed. www.natic.com


Notepad & Pen Sponsor & Exhibitor

SMS delivers more Best Practice solutions than any single provider, from trust accounting to title and closing production systems. Contact the experts at SMS today to learn how SMS’ integrated products and services can help make your life easier and your business stronger. 800.767.7832


Tote Bag Sponsor & Exhibitor

Data Trace provides advanced real estate title search technology and support services that enable settlement services companies to quickly access and search hundreds of regional title databases through a secure standardized interface. Every day, thousands of title insurance underwriters nationwide rely on our real estate title insurance solutions to help them open and close more business, and improve customer service.


Networking Break, Exhibitor & Meeting Room

Old Republic National Title Insurance Company (ORNTIC) is a wholly-owned subsidiary of Old Republic International Corporation (NYSE: ORI), one of the nation’s 50 largest publicly held insurance organizations. ORNTIC’s National Services Division offers a full complement of residential and commercial title insurance underwriting and related services, 1031 exchange Qualified Intermediary services, and more. For additional information, visit www.oldrepublictitle.com.

Bottled Water Sponsor & Exhibitor

Based in Boulder, Colorado, Adeptive develops products that deliver efficiency, flexibility and scalability for the real estate title industry. Adeptive’s flagship product, ResWare™, is a title production and process flow software package that can be scaled and customized for any size company. Adeptive is the fastest growing company in the title and escrow market, thanks to continued strong adoption by agents and underwriters across the country.


Gift Bag Sponsor & Exhibitor

Simplifile is an online service that connects lenders, settlement agents, and counties. From e-recording to document sharing, and collaboration, Simplifile offers an array of services in one place to help users securely record, share, and track documents, data, and fees with ease. To learn more, visit simplifile.com or call 800-460-5657.



RamQuest enables title and settlement operations to be competitively superior with our fully integrated Land Title Closing, Escrow Accounting, Imaging, Transaction Management and Digital Marketplace solutions. We are unwavering in our commitment to ensure a profound customer experience and we continually strive to provide solutions that not just meet, but exceed our customers’ expectations. Whether you want your own software on your own network or prefer a hosted environment, RamQuest has your answer. For more information, visit www.ramquest.com or call us at 800.542.5503.

Real Estate Data Shield

Conference Session Emcee & Exhibitor

Real Estate Data Shield provides customized knowledge, training and tools designed to enable our industry to avoid data breaches and demonstrate compliance with all applicable laws and Best Practices.  Its management team is led by a unique combination of internationally recognized privacy experts and real estate professionals.  Our easy-to-use Compliance Management Platform provides title & settlement agents, attorneys and notaries with the practical solutions to the privacy and security challenges they encounter every day.

First American Title

First American Title Insurance Company, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances, and equity loans.


Room Drop Sponsor

Snapdocs provides a modern technology platform to replace outdated and wasteful workflows that are prevalent during the loan closing process. Companies book notary signing agents in real-time from a vibrant marketplace that tracks vendor credentials and performance history. Stakeholders like loan officers, brokers and borrowers are then able to collaborate on the loan process through a secure portal, providing unparalleled communication between all parties.


WINDWARD, the fastest-growing software and consulting company in your industry, passionately markets, sells and implements ResWare™ software; the industry-leading, unparalleled, proven and fully integrated software solution. For more than a decade, many of your trusted peers have trusted in WINDWARD to help align their business process flow with their goals, through increasing production efficiency as much as 300%, transparency, profitability, best practices and automation. For more information call 608-850-5170, visit www.windwardrevolution.com or schedule a demo at www.getareswaredemo.com.

Anderson Biro

Title agent and settlement services firms rely on Anderson|Biro executive search to discover high-performance, mid-level to senior professionals. Specialized to anticipate and fulfill the needs of businesses throughout the U.S. Dedicated to real estate financial services, Anderson|Biro brings an objective, third-party perspective to discovering uniquely qualified individuals with specific industry experience and compelling track records. Powerful teams. Practical strategies. Anderson|Biro, Executive Search

Fidelity National Title Group

WiFi Sponsor

Fidelity National Title Group is a leading provider of title insurance and escrow services, and the nation’s largest group of title insurance companies. Collectively, we issue more title insurance policies than any other title company in the United States. Our local employees are title and underwriting experts that know local markets, the local real estate laws and customs, and the needs of our title agents.

Punctual Abstract Co.

Digital Knowledge Center Sponsor

Founded in 1993 by Steve P. Daigle, Punctual Abstract Co., Inc. has emerged as one of the largest abstracting firms in the Gulf South Region with a national reach. Our expansive national coverage team of knowledgeable abstractors and advanced proprietary technology allows us to provide the highest quality abstracts in a punctual manner, typically within a 24 to 48-hour timeframe. Our software, designed specifically based off of the needs of Punctual Abstract and its customers, allows us to integrate with our customer’s software so that they can automatically generate a commitment. If we can eliminate an extra step in the process, we can save time and cost for you and the consumer.



NextAce® is the premier provider of automated title search and examination solutions and data extraction services. With unmatched integration across multiple production platforms, NextAce connects a vast network of data resources to accurately produce a single, or thousands of title reports across the nation in a matter of minutes. Through NeXtraction™ technology, NextAce also reliably catalogs and classifies millions of documents while extracting detailed data from the unstructured information.

Westcor Land Title Insurance Company

Tuesday Lunch Sponsor

Westcor Land Title Insurance Company is a leading national title insurance underwriter that has emerged as a source of local and national market expertise by utilizing rigorous and multi-layered qualification processes. Westcor recruits and maintains a highly qualified nationwide title and closing agent network. Westcor’s team of high caliber title professionals has earned a reputation as industry leaders in providing value-added solutions to agents, lenders, and servicers.


A lack of statutory compliance and inconsistencies in lien release methods have created an ongoing, costly problem around tracking and reporting the release of property liens. As a result, this leaves consumers at risk that prior unreleased liens could hamper their ability to refinance or sell their property in the future. Further, settlement agents and attorneys are improperly burdened with the task of trying to get former mortgage or lien holders to clear paid liens many months after a transaction has been closed. Visit gorequire.com to learn more.


AADS is the resource for fast and accurate real estate title abstracting and property research reports! We help simplify your workflow and address local real-estate search and filing challenges reduce and mitigate your risk, – all at competitive rates. Our experience and focus is what sets us apart!


Appraisal Nation Title and Settlement Services (ANTSS), is a personalized Vendor Management Company providing Best in Class servicing solutions in your marketplace nationwide.  ANTSS is a one stop complete solution providing Appraisals, Flood Certs, TRVs, Property reports, Title Insurance and Settlements services.  Our bundled solutions offers the ability to save you time and money while increasing efficiency.



ATPR offers a suite of products and solutions to the real estate mortgage lending, title and settlement services industries.  These include SmartProp – a next-generation property search product, SmartVal – BPO based property valuations and SmartTrak – Nationwide tax certificates. ATPR also offers solutions in mortgage compliance. ATPR leverages 15 years of domain experience, a nationwide network of brokers & abstractors and user friendly technology to consistently deliver accurate data to meet client requirements at faster turn times and significantly lesser cost compared to other competing products and solutions. Learn more about ATPR at www.atprinc.com.

BBS Notary Services


Mobile notary services for the escrow/title and real estate professionals. With more than 25 years in the escrow/title and real estate industry and more than 15 years’ experience as a notary public, we help you save time so you can stay focused on your No. 1 priority—your customers.We understand the importance of serving your clients with professionalism and respect.BBS Notary Services has its headquarters in Newport Beach, CA. We provide bonded and background screened mobile notaries for you and your client’s needs. We offer 24/7 mobile notary services throughout the nation at your client’s convenience. Throughout the years, BBS has maintained a loyal client base, by making the documentation side of the closing process simple, convenient and affordable.



Black Knight Data & Analytics provides end-to-end solutions for Title Underwriters and Agents. With business development tools including TitlePro247, Premium Leads and Title Market Share, your customers can generate new opportunities for success and growth. TitlePoint, our title automation platform, delivers advanced search functionality and streamlined workflow. Title companies rely on us for better performance, quality, convenience and support.



Cloudstar is a banking-grade provider of compliant private cloud solutions for the land title and settlement services industry. Our systems are 100% underwriter neutral, privately owned by Cloudstar, and hosted at our world-class banking-grade datacenter. Areas of expertise include the hosting of all major title production systems, data security, business continuity, and compliant technology infrastructure. Learn more at www.MyCloudstar.com.


RealEC Technologies (RealEC), a division of Black Knight Financial Services, offers Closing Insight®, a Web-based technology and workflow solution designed to support both the lender and settlement agent as they collaborate to meet the TILA-RESPA loan disclosure requirements. Closing Insight automates numerous processes, and provides a collaborative closing service that streamlines the reconciliation of fees for initial and final loan closing disclosures. Visit www.closinginsight.com.

With CPA offices in 20+ markets, CRI stands ready to help you reach your goals of becoming ALTA Best Practices compliant and giving your lenders a compliance certification report to remain on their “Approved List.” Additionally, CRI provides a high level of responsiveness and accessibility.

Commission Express

Commission Express pioneered the commission advance business in 1992 and is the #1 provider of real estate commission advance services for REALTORS®, and because we believe in real local support we have offices in most major metropolitan areas. We continue to grow our reach as we expand our franchise.


ComplianceEase® is a leading provider of risk management solutions to the financial services industry.  ComplianceEase’s patented platform includes ComplianceAnalyzer® – the mortgage industry’s most adopted automated compliance solution. ComplianceEase combines regulatory expertise with innovative technology to power end-to-end risk management solutions that help financial institutions improve compliance controls and increase profitability.



Corporation Service Company® (CSC®) provides eRecording solutions that establish an electronic “bridge” between submitters of real estate documents and county offices, enabling documents to be prepared, submitted, recorded/rejected, indexed and returned quickly, efficiently and electronically. For more information, visit www.erecording.com.

Digital Closing Package


The Digital Closing Package is an extremely effective post close marketing system that provides your clients secure access to their documents 24x7x365, all while providing marketing for you, the real estate agent and lender involved in each transaction.



E-Closing is a provider of innovative software solutions for the Land Title industry. Their flagship title production system is a secure cloud-based solution designed to streamline workflow and help agents comply with Best Practices. The E-Closing suite includes a robust escrow accounting module, secure document storage, a client side portal, as well as a numerous integrations with industry service providers.


Entrinsik Informer delivers a total reporting solution enabling your organization to collect and analyze important data from title production systems and other data sources. Experience intuitive, easy to use business analytics and interactive dashboards readily available for all types of users, from processors to team leads and executives. For a demonstration or a FREE TRIAL, call 888-703-0016 or sales@entrinsik.com. Visit http://www.entrinsik.com/title-insurance.



eRecording Partners Network (ePN) is not just an eRecording service provider, we are your eRecording partner. Since our launch in 2008, ePN has built a network of hundreds of counties located across the country to receive electronic recordings. With a business strategy based on technology leadership, competitive pricing and outstanding customer support, ePN has quickly become the vendor of choice for a growing number of title companies, banks, law offices, and other submitters. Visit www.erecordingpartners.net.

Ernst Information Systems


Celebrating 25 years and proud winners of Mortgage Technology’s 2014 All Star Award, Ernst solutions continue to lead the industry. Processing over 150,000,000 transactions annually at speeds of less than ¼ second Ernst provides Guaranteed solutions for GFE Blocks 4-8 and HUD. Our flexible technology includes Web, XML, Mobile, DLL and custom programs.


When you need to exceed expectations, think eXcediant. Providing Customer Relations Management (CRM) and Pillar 7 compliant Dispute Resolution Management (DRM) software solutions to title insurance companies nationwide.



Ensuring your ALTA certification is completed timely and knowledgeably are top priorities for Frazier & Deeter.   Founded in 1981, FD is a nationally-recognized CPA firm,  the country’s 57th largest CPA firm and a nine time recipient of the “Best of the Best” CPA firm award. The firm’s ALTA compliance practice is led by a title industry veteran with 25+ years in the industry.



At Global Notary, Inc we offer “secure signing services” to the nations elite title and escrow providers.  Our customized signing services include:  Refinance, Second Mortgage, REO, Purchase, Home Equity’s, Reverse Mortgage along with Pre Sign Disclosures.  100% of our closings are assigned with certified background screened agents renewed annually.  Visit us at www.globalnotary.net.


HA&W, LLP through its ComplianceSuccess® Program, is the leading CPA firm in the nation to perform ALTA Best Practices compliance benchmarking and assurance reporting services. The program provides CPA attestation for title and settlement professionals to demonstrate to their lender clients that they are in compliance with ALTA Best Practices. CPA attestation reports provide more assurance to banks than a certification report. Now, attorneys and title companies have a way to demonstrate their full compliance to their lender partners.


Indecomm has over 30 years’ experience in real-estate recording and is the only company to offer a National Recording Toolkit bundled with their web-based eRecording platform. Updated continually, this Toolkit provides county specific recording requirements, turn-times and fee calculator, which are required to ensure a high first time acceptance rate. This database enables paper and electronic document filing with ease.

Lincoln Franchise


BETTER TOGETHER- BECAUSE AS A TEAM, SETTLEMENT SERVICE PROVIDERS CAN DO ANYTHING. As a premier provider of a full suite of Appraisal Management, Title, and Closing Services throughout the United States, the Lincoln Family of Companies is comprised of Lincoln Appraisal, Lincoln Abstract and our newest division Lincoln Franchise. Lincoln Franchise offers the nation’s first title and closing franchise opportunity.


NotaryCam is the leader in online notary and eClosing services, valid in all 50 states. NotaryCam is the first to securely and legally notarize documents, on-demand, anytime and from anywhere, through a professionally trained network of certified e-notaries via online in-person ceremony. NotaryCam is honored to be selected as a NAR/Second City Ventures REach Class of 2015 company.


NotaryGO is the leader in nationwide notary signing services. Our Signing Agent network is vetted, scored and background checked to ensure we provide only the best. Our proprietary workflow management software, PushNet, was built to improve efficiency and maintain compliance. Technical resources are housed in a state of the art data center (TelePacific). At NotaryGO we pride ourselves on service, security and technology.



NotaryLoop is a cloud-based interface allowing Title Agents to connect with their preferred Signing Services.  We have partnered with the nation’s leading title software companies allowing you to seamlessly and securely receive orders, status updates, and pass information without leaving your title software platform or needing to log into third party websites. Contact us today! info@notaryloop.com



OurRecords allows you to easily manage compliance of your workforce, vendors or suppliers.  Customize workflow between you and your service providers to manage contracts, documents, vendor agreements, insurance certificates, W9’s etc.  Securely share records and credentials and protect your customers sensitive information. OurRecords provides a centralized platform of integrated compliance management tools.  All built into a single secure solution.

Pacific Document Signing


PacDocSign is a nationwide loan document signing company that has been in the business since 1990. The company has completed over one million signings. Our database of signing agents are fully screened and background checked. PacDocSign maintains a $1,000,000 E&O insurance. We fully understand the security and confidentially of your borrower’s personal information. We comply with Guidelines of: the Gramm-Leach-Bliley Act, Signing Professionals Workgroup and the Consumer Financial Protection Bureau. Over the last two decades we have developed an encrypted custom software from the ground up. Client Area Portal allows the client to create new orders, upload documents and monitor live status. www.PacDocSign.com



Pavaso is redefining real estate for the real world. Our powerful end-to-end real estate solution includes all stakeholders of the transaction, and our partnership approach helps your business evolve to meet the demands of an ever-changing marketplace.


Pinnacle Creative Studio is the premier provider of digital marketing services for the Title Insurance Industry. Pinnacle helps title insurance companies, title abstracting firms, and notaries across the country establish a strong digital presence and capture new leads. Website design and development, lead generation, marketing automation, and sales process optimization are all available for an affordable monthly retainer.

Process Fast


ProcessFast is a technology partner that provides creative solutions to help speed up your business.   Our reporting solution will help you make the most informed and insightful decisions that will allow your company to excel.   ProcessFast extracts meaningful and valuable information from your company’s data and displays it to you in a way that’s easy to interpret and understand.


Property Debt Research, The Municipal Lien Search Company, offers Municipal Lien Searches and HOA/COA Estoppel letters in Florida and Nationwide! Over 20 years of service to title companies, financial institutions, real estate attorneys, and other real estate professionals. All research is 100% Guaranteed and backed by our $1 million E&O insurance policy.  We provide research for Commercial and Residential Properties.



Pershing Yoakley & Associates, P.C. (PYA) is a certified public accounting and consulting firm.  As an ALTA Elite Provider, PYA is a leading business advisor for the title insurance industry.  PYA assists title and settlement agents with the adoption of ALTA Best Practices as well as conducting independent, third-party assessments to address lender requirements. www.pyabestpractices.com

Education Station Sponsor

RedVision® is the premier independent nationwide provider of real property title data, search examination and curative-ready solutions for local and national clients. RedVision has more than 1,600 client organizations, including financial institutions, title underwriters, local agents, lenders, attorneys and foreclosure/default processing firms. RedVision utilizes its proprietary technology to connect vast U.S. county records and an expert workforce to provide its blue-chip customers with reliable property data, abstracts and examined title reports. Rooted in the principles of accuracy, objectivity and innovation, RedVision has delivered over 7.5 million title reports since 2006 and gained recognition as a pioneer in the industry. For more information, please visit www.redvision.com.



Reliable Lien Search Inc. is a full-service research company providing title agents and attorneys with municipal lien searches, association estoppels, and other real estate services. We understand our supporting role in servicing our clients. When we deliver prompt and accurate results, we contribute to our clients’ goals and final product. We are committed to exceed your expectations. We pride ourselves in communication, convenience, and proven reliability.

Real Estate Services Providers Council

Tuesday Networking Breakfast Sponsor

RESPRO® is a trade association of cutting edge real estate brokers, franchisors, mortgage lenders, title insurers/agents, home builders, home warranty companies, and other settlement service providers.  RESPRO® unites the home buying and financing industry towards one common goal: a business and regulatory environment that enables all of our members to efficiently offer services through subsidiaries, joint ventures, and strategic partnerships.


RynohLive is the “Industry Standard” for escrow security and financial management, and our patented solution ensures that you are fully compliant with ALTA’s Best Practices Pillar No. 2.   Every business day, RynohLive conducts an automated 3-way reconciliation and an end-to-end auditing of escrow accounts.  At the same time, RynohLive works around the clock to identify anomalies, potential fraud, and audit issues to minimize your exposure to loss. Using RynohLive to manage your escrow accounts will save you time, money…and possibly your business! Learn more at www.rynoh.com or call 877-467-9664.


With over 50 years combined industry experience, signed360 was designed to provide the best loan signing technology platform. Our hosted SaaS solution offers 24/7 security and compliance monitoring, automation and efficient workflow for any volume, thousands of compliant active notaries, real-time communication and activity tracking, key order milestone monitoring, secure document delivery, and more. Meet us at booth #22 or at signed360.com.


With Stewart Title Agency Services you get more than an underwriter, you get a trusted partner. From underwriting expertise, Trusted Provider™ program, training and education, insurance and risk management to agency technology solutions, Stewart is ready to help you achieve more for your agency. Stewart. Real partners. Real possibilities™. stewart.com/agency-services.


Sunshine Signing Connection, Inc. is your mobile notary representation NATIONWIDE! We are FULLY CFPB Compliant and can provide audit trails for all your files. SSC has become a virtual mobile notary department for 100’s of companies coast to coast. More than a mobile notary service SSC is YOUR virtual scheduling department. WE schedule, WE sign, and WE supervise!  www.sunshinesigningconnection.com


Titleandescrowbonds.com is operated by NNA Services, LLC, a national surety bond provider to the real estate and mortgage industries since 1957.Titleandescrowbonds.com provides local and national title agents with fidelity and surety bonds needed to complete the licensing process in their state. Our extensive experience in the title agency industry and operational expertise allow us to provide rapid, accurate quotes and quick turnaround times to title agents across the country.


TitleTap provides compliant websites and marketing specifically for title agents, setup in weeks not months, and for thousands less. Products and services include turnkey website design, social media marketing, video marketing, email marketing, and estimated closing calculator apps.  With TitleTap you get industry best practices, years of real estate title experience, and the marketing tools that today’s savvy customers expect.

Exeter 1031 Exchange Services LLC

Conference Session Emcee Sponsor

Exeter 1031 Exchange Services, LLC is a leading national Qualified Intermediary, with more than 30 years of experience in advising clients on 1031 Exchanges throughout the United States and the world. Exeter administers all types of 1031 Tax-Deferred Exchange transactions, including Forward, Reverse and Improvement 1031 Exchange structures, for real estate, personal property and foreign assets.

Daily Summit Preview

eLynx helps customers in the lending and mortgage services industries capture, manage and exchange documents and associated data electronically throughout the lending lifecycle, improving workflow efficiency. The company’s Expedite® cloud-based platform and network interconnects hundreds of lenders and over 100,000 title agents to facilitate the automated and on-demand collaboration needed to comply with the CFPB’s Integrated Disclosure rule. eLynx is now a part of Black Knight Financial Services.

Signature Information Solutions

Sweet Spot

Signature Information Solutions® is the proud provider of Charles Jones® and Data Trace® products and services to meet your title search service needs in NJ and PA! Our due diligence services include the Charles Jones Statewide Upper Court Search which has been an industry standard for over 100 years. Our comprehensive suite of products also includes Tideland Searches, NJ Tax and Assessment Search, PA Tax Certifications, Patriot Name Searches, and NJ County Searches backed by our unique title plant technology. Let us take the worry out of searching and visit us online at www.signatureinfo.com or call us at 800-792-8888.

alta_lg The American Land Title Association (ALTA) is the national trade association representing 6,000 title insurance companies, title/settlement agents, abstracters, title searchers and real estate attorneys. ALTA members conduct title searches, examinations, closings and issue title insurance that help protect property rights. Stop by our Hospitality Suite in Governor’s Ballroom #5 to join ALTA and network with other ALTA members!
professional_notary_services_lg Professional Notary Services, Inc is a nationwide mobile notary signing service. We take pride in our knowledge and commitment to exceeding industry standards which translates into a better business partner for you. Our mission, from beginning to end, is to provide you and your customers with unprecedented customer service. Let us help you grow your business!
Vanguard Data Solutions uses a 100% on shore staff of title experts to deliver the highest quality report solutions to its clients. Vanguard offers an array of services from current-owner reports to portfolio monitoring to Full ALTA title commitments. Vanguard also offers its software to clients as an enterprise software package and a transactional search solution.