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About Proliant Settlement Systems
Proliant Settlement Systems has enabled real estate brokers and title professionals to own and operate their title agencies since 2018. The company offers a 360-degree service that radically simplifies starting, owning, and operating successful title agencies through a franchise business model.
As a trailblazer in the field, the company puts a great emphasis on technology-driven solutions to enhance customer service and reduce manual labor.
THE PROBLEM
Proliant Settlement Systems has enabled real estate brokers and title professionals to own and operate their title agencies since 2018. The company offers a 360-degree service that radically simplifies starting, owning, and operating successful title agencies through a franchise business model.
As a trailblazer in the field, the company puts a great emphasis on technology-driven solutions to enhance customer service and reduce manual labor.
However, there were challenges the company needed to find solutions to. Certain aspects of the settlement process lack centralized infrastructure and still rely on manual processes, with HOA workflows being some of the most labor-intensive and disorganized.
Brooke Eshelman, Proliant’s VP of Operations was challenged with finding a way to optimize and streamline the HOA and Municipal Lien Search process
THE HYPOTHESIS
The notoriously chaotic processes of handling HOA inquiries and estoppels took a disproportionately long time and detracted from client engagement.
If Brooke managed to consolidate and automate HOA document acquisition, her team would be able to turn their focus back to where it mattered most—customer service.
THE SOLUTION
1. Research potential solutions and test their capabilities
Brooke’s first task was to research the market for services that offered the right kind of solution and had the operational capabilities to deliver what they promised.
Not long after, she began talking with Marina Hubenova, Rexera’s Sales Director, and saw how Proliant and Rexera’s teams aligned in values. Both our teams believe in the transformative role of technology in the title industry and in creating a better way of serving our customers.
A connection was made, and Brooke decided to see a demo of what Rexera had to offer. In her words:
“Research the legal description of your property by searching the property address on the local county’s Assessor's website.”
Brooke Eshelman
VP of Operations, Prolient
2. Choose the most fitting solution and begin integration
Once Brooke was certain of the potential of a collaboration between Proliant and Rexera, she greenlighted the project, and the Proliant team began testing Rexera’s services.
Proliant’s team worked with Rexera’s team to create an integration with their title production software. The integration allowed seamless document ordering and receipt, kept communication flowing, and ensured the data was accurate and timely.
In the process, Brooke was delighted by Rexera’s communication approach:
“The communication with Rexera stood out. You're constantly updated on the status of your order, and if there's a problem, you're alerted immediately. Rexera always finds a solution and constantly follows up. I just believe the customer service that Rexera provides is at the next level.”
Brooke Eshelman
VP of Operations, Prolient
3. Compare expectations and actual deliverables
The result was a simple process: Proliant could place orders with a click of a button. The integration provided Brooke and her team with resources to improve overall service and client engagement.
Brooke’s expectations were exceeded. The ease of integration was unmatched, the accuracy impeccable, and the turnaround times faster than other solutions. Rexera’s customer service team proved to be a true partner in the HOA documents acquisition process.
As Brooke put it:
"We explored other vendors and have used other vendors. I believe that Rexera provides the best customer service, the best accuracy, and quick turnaround times that are unmatched by other competitors.”
Brooke Eshelman
VP of Operations, Prolient
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- Sales: (765) 203-1291
- Sales: [email protected]
- Customer Support: (415) 236-2577
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