Brokerage, Mortgage, and Title: Inside Strategies to Improve Customer Service

October 14, 2021
8:00 am

At Fathom Realty, we strive to help real estate agents create a seamless end-to-end transaction experience for their buyers and sellers. An essential part of reaching that goal is the relationship between the agent, loan officer/mortgage broker, and the title/escrow company.

During the Inman Connect Now event on September 21, 2021, Sean Varin, President of Encompass Lending Group; Paul Yurachevich, Founder and CEO of Verus Title; and Wendy Forsythe, Chief Brand Officer of Fathom Realty, discussed key elements and strategies that improve the overall client experience.

All leaders agreed that a successful transaction starts with transparent communication. It is not just about the hand-off and processing of documents. It is the ability of the buyer or listing agent to facilitate the exchange of information between all parties to the transaction, concisely and confidently, that wins the day. It begins with building strong relationships with your partners and doing the upfront preparation that’s needed to alleviate preventable surprises at the closing table.

Building a quality team with members that have the same sense of urgency to provide a smooth, integrated experience and on-time closing is the key to satisfied customers, future referrals, and business growth for the long term.

Do you have a preferred transaction team at the ready? If not, contact our Fathom colleagues at Encompass Lending Group, Verus Title, and Dagley Insurance today, who are prepared to serve your clients with best-in-class lending, Title, and insurance services keeping you at the center of the transaction.

Take some time to view the entire session.