JUNE 7 – 9, 2017 | SAN ANTONIO, TX


The 2017 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 a national provider of premium real estate and mortgage related services. The fastest growing national title underwriter, WFG National Title also delivers a wide variety of residential and commercial mortgage lender services, including default and real estate owned transactions. The company enjoys a Financial Stability Rating of A’ (A prime) as assigned by Demotech, Inc. Built around the directive to “communicate, collaborate, coexist,” WFG National Title Insurance Company is committed to applying a new philosophy to the traditional mortgage and real estate industry, working to meet the changing needs of its clients, agents and associates.


Networking Reception Sponsor, Name Badge & Lanyard Sponsor & Exhibitor

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.


Networking Nightcap Sponsor & Exhibitor

PropLogix, formerly Professional Lien Search, provides clients with property intelligence and closing solutions. From our growing number of services, to our proprietary software–our mission is making your life easier and to protect homebuyers. We noticed huge gaps in information that was presented to buyers before they made one of the biggest purchases of their lives. At Proplogix, we’re looking out for the homebuyer and our clients. You can trust that we are providing unbiased and accurate information, because we will back it up with our $1 million Errors & Omissions coverage. Our team knows that behind every file there is a person, a family, or an investor — who is depending on us to do our job right.You’ve asked for it, it took a while, but we’ve built this for you. Find out more at www.proplogix.com.


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


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.


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.

Punctual Abstract Co.

Exhibitor & 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.


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

Business Center & Exhibitor

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.


Conference Session Emcee & Exhibitor

CERTIFID is a real-time identity and document verification platform. In most real estate transactions, wiring information and closing documents are exchanged via email or fax. With CertifID, users log in, input transaction details and send a request to confirm that the details are coming from a trusted source and none of the information has been tampered with. Wire Fraud Stops Here.

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.



Cloudstar empowers customers through secure cloud hosting of ResWare, SoftPro, RamQuest, TitleExpress, RBJ, PCLaw, Worldox, Abacus, Quickbooks and more, protected across our nationwide network of redundant Cloudstar datacenters.

Cloudstar protects customers through direct-to-inbox email encryption, secure file delivery, 2 factor authentication, and real-time disaster recovery as a service. We proudly serve Title Agents, Attorneys, Lenders, and Real Estate Agents nationwide.


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.



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.



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.

Integrity Title


As the largest title plant provider in Texas, Integrity Title Records makes accessing title plants easy and cost effective. Our user-friendly, web-based system allows one to search and access title records, including a large number of starter and base files without ever leaving their desk.

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.

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.


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


Networking Break 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.


Lunch Sponsor

ZOCCAM’s innovative platform streamlines the transaction by enabling the parties to securely send documents and funds to the title company and lender.



NextAce is the premier provider of automated title search and examination solutions and data extraction services. With 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. NextAce technology automates the search, exam, and report building processes that were previously done manually, transforming the way the title industry performs title production.

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.



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.



The GreenFolders Office Management System enables your business to go completely digital, with all of the benefits and advantages that go along with it. GreenFolders Office Desk becomes the core application to run your office and everything you do. You still keep your critical programs; everything else is handled by GreenFolders. The system includes all of the tools you need to create and organize client files, add and edit documents, assign them to employees and co-workers, track file status and tasks to be completed, communicate securely with your customers or partners and safely deliver the finished files.



Simplify your daily and monthly trust accounting with First American SMS Trust Link Trust Accounting Services. Your daily transactions are electronically transferred to First American SMS where a team of industry experts is available to work directly with you and your bank to manage, balance and reconcile your trust accounts. Our service options include transferring your daily disbursements to your bank for Positive Pay verification, daily account balancing by retrieving your bank’s list of cleared checks and deposits, and receiving electronic bank statements to reconcile your trust accounts.



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

Ernst Information Systems


Ernst Cost2Close Settlement Agent Gateway program is designed to protect local settlement agent and lender relationships. The gateway enables lenders to quote your settlement fees with 100% accuracy even before the LE is produced. Using patented technology, our custom solutions also alert the settlement agent and lender of fee changes as they happen. Your fees, your way. For more information, visit our web site at: www.ernstinfo.com, come see us at the conference.

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.


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.



Ianniello Anderson, P.C. is a recognized Upstate New York law firm, providing a full range of legal services, with offices conveniently located throughout the Capital Region. Founded in 1971, Ianniello Anderson, P.C. has established a reputation as the area’s leading real estate law firm and one of the first in New York State to become ALTA Best Practices Certified.



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.



mobilenotary.com provides notary services to all major escrow companies. notary selection is made easy so you can “do less” while you “close more” files. we are the #1 name in mobile signings. mobilenotary.com



Synrgo, Inc. is your one stop for all of your real estate recordings needs throughout the United States. We offer a broad range of customized recording solutions providing the most reliable and secure services nationwide. We are the united force of DPS, Inc. and SPL, Inc. proudly servicing our customers with a combined experience of over 40 years.

Texas File


TexasFile is the leader in online county courthouse and real property records. An easy to use search interface and seamless purchase process allows you to pull deeds, mortgage documents, liens and any many other documents with just a few clicks.



SigningAgent.com is the place to find Notary Signing Agents (NSA) who have passed a background check from the National Notary Association. Search for an NSA by city, state, zip code, language spoken, or experience level. Additional verification of Notary E&O insurance, training records, and exam pass records can also be verified at SigningAgent.com. Quickly and easily complete the necessary due diligence to verify qualified NSAs prior to sending them to your customer’s home.

Visionet Systems


Visionet Systems is a full-service technology consulting and business process outsourcing company that delivers software solutions, services, and technology-led BPO products built on a best-of-breed philosophy to help its customers increase business agility, drive down costs and reduce risk. Visionet has two decades-long track record of successful projects and has engineered high-performance solutions for the mortgage industry.



Information Navigators offers security & compliance consulting services to organizations seeking compliance with standards such as ISO 27001, HIPAA and/or PCI, in addition to standalone security services, such as risk analysis, audit preparation, penetration/vulnerability testing and coordinated phishing attacks. Information Navigators also provides our clients the use of its VelaStar application, which not only presents the roadmap to compliance, but allows organizations to develop and sustain the processes necessary to maintain compliance with the standards.



KeystoneB2B is a technology provider designed to bring long awaited innovations to the mortgage industry. We possess the architecture for a technology platform that requires a fraction of the manpower. This means we can charge a lower rate, and still achieve higher profit than our competitors. We negotiate with reputable suppliers to pass these savings onto our lenders and vendors.



Chetu provides custom software development services for the settlement, title, legal, and mortgage industries. Chetu’s team of experts program custom title production software including web-based title search, order management, title rate management, settlement statements, policy generation, and more features. For more information, please visit us at: https://www.chetu.com/legal.php



SLK Global Solutions is a leading provider of comprehensive solutions, driven by technology, for the title, mortgage and banking industry. With our key products SmartProp and SmartTrak, SLK offers property ownership & lien searches, municipal lien search, property tax reports and title fulfillment services. Our solutions are pivotal in Loan processing, Default Servicing and Portfolio Purchase & Sale.



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’ own goals and final product. We are committed to exceed your expectations. We pride ourselves in communication, convenience, and proven reliability.


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.



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.



Since 1952, clients throughout the U.S. and across more than 40 countries have trusted Aprio for guidance on how to achieve what’s next. As a premier, CPA-led professional services firm, Aprio delivers advisory, assurance, tax and private client services to build value, drive growth, manage risk and protect wealth. With proven expertise and genuine care, Aprio serves individuals and businesses, from promising startups to market leaders alike.



Isn’t it time to increase your closing counts, amaze your clients, and set yourself apart from the competition? The Digital Closing Package is a full-service offering that provides your clients with secure access to their closing document via a branded and secure site; all while providing automated post-close marketing for all parties involved in the transaction, keeping everyone top of mind for the client.



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



The OR Title Guide is an underwriting application developed by Old Republic Title (ORT). It provides a quick and easy way for our agents to get answers to underwriting questions. OR Title Guide is mobile friendly, and can be accessed anytime, anywhere.



Premier One has been serving clients throughout the country since 1991, providing IT Support such as technical help desk, computer maintenance, and IT consulting to small and medium-sized businesses. Our mission is to uncover opportunities for your business through technology – but with a human touch.



Qualia empowers title settlement professionals with an all-in-one, easy-to-use software platform for more efficient and secure real estate closings. Its award-winning intuitive design and hassle-free onboarding are just a few of the many reasons why professionals across the country are switching to Qualia, the future of title settlement software.



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.



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.



Indecomm is a leading provider of business processes as a service, technology, education and consulting solutions for the mortgage industry. We are a trusted partner for the industry’s leading Title Companies, Lenders and Mortgage Servicers. Indecomm provides title services that range from title search and typing through to policy preparation. Our recording solutions encompass both paper and eRecording and InteleDoc Direct, our SaaS platform for eRecording.



McDonnell and Associates, PA is a multi-state law firm focused on providing comprehensive Unauthorized Practice of Law (UPL) solutions for leading lenders, national title agents and underwriters. Our compliance driven processes and solutions support the full life cycle of a loan from origination, servicing, default and asset disposition. For more information on McDonnell and Associates, PA, please visit http://www.mcdonnelllawfirm.com.



AmTrust Title is a full- service title insurance company with an exceptional title specialist team delivering fresh ideas, uncommon insight and niche expertise. AmTrust Title is a wholly-owned subsidiary of AmTrust Financial Services, Inc. AmTrust Financial Services, Inc. is a multi-national insurer, offering specialty property and casualty insurance products, including workers’ compensation, commercial automobile, general liability and extended service and warranty coverage. The AmTrust Group of Insurance carriers are rated “A” (Excellent), FSC “X” by A.M. Best Company, and AmTrust Title was recently rated “A-“(Excellent) by A.M. Best Company and “A” (Exceptional) by Demotech. For AmTrust Title, this combination of strong financial backing and advanced technology translates into immediate strength for real estate clients.



ShortTrack is a collaborative web app that secures your wire instructions and your customers’ NPI, while letting Realtors place title orders directly from Dotloop, zipLogix, and DocuSign!

Real Estate Services Providers Council

Thursday 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.

Education Station Sponsor

As a leading national provider of title and real property research, RedVision® applies technology and managed-service solutions to transform the procurement and processing of title information. In 2015, the company introduced its proprietary NOVA® technology and cascade of best-practice standardized Redi® products – SearchRedi®, ExamRedi®, CurativeRedi® and ClearingRedi® – to empower customers with transaction cost savings, SLA attainment, compliance and risk management. Since 2006, RedVision has delivered more than 7.5 million title reports to 1,600+ client organizations, including financial institutions, title underwriters, settlement service providers, national agents, local agents, lenders, attorneys and foreclosure/default processing firms. RedVision has been designated an American Land Title Association (ALTA) Elite Provider, successfully examined against SOC 2 standards, named on HousingWire’s TECH100™ and listed repeatedly as one of the fastest-growing companies by Inc. For more information, please visit www.redvision.com.


Friday Networking Breakfast Sponsor

With Stewart Title Guaranty Company you get more than an underwriter, you get a partner. From underwriting expertise to our Trusted ProviderT program, we give you access to the people, tools and expertise that can help you achieve more for your agency. Stewart. Real partners. Real possibilities.



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!

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 – GLBA (Gramm-Leah-Bliley Act)-SPW (Signing Professionals Workgroup)-CFPB (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


Daily Summit Preview

C2C Title Services offers flexible, affordable and accurate title products delivered nationwide through an innovative service and data delivery solution. This unique platform empowers our clients and enables us to expedite orders, improve turn-times and provide complete communication at each step —giving you access to information that makes the difference.

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!