SUCCESS STORY

Treat Your Clients How You Want to be Treated

Industry

title and escrow

State

TEXAS

Client Since

2023

SHARE

Start Your Success Story

See what your team could achieve—book a demo with Rexera.

About Proven National Title

Proven National Title is a title agency founded by Jacki Tobar, a professional closer and business owner with over 20 years of Title and Escrow experience.

Her secret to a successful title company? A proven process and a personal approach to each client.

“I always give clients a checklist of all the things I need to close a transaction. It’s not their job to know these details, it’s mine. So I proactively do my best to let them know in advance about all documents and processes that need to happen for a transaction to close smoothly.”

Jacki Tobar

Founder & Escrow Officer

For Jacki, exceptional service means anticipating client needs, keeping them informed, and delivering a stress-free closing process.

THE PROBLEM

Every closing involves a complex process that requires the full attention of the Title & Escrow Officer. Sellers and buyers often don’t know which documents to collect, which fees to pay, or which deadlines to meet.

As a business owner, Jacki faced two major challenges:

Jacki needed a way to simplify these processes without sacrificing the personal service that defined Proven National Title.

Jacki follows a simple rule: “Treat others like you want to be treated.” For her, that means providing documents on time, keeping clients informed about the closing process, and earning the trust of buyers, sellers, and their agents.

THE SOLUTION

For Proven National Title, reputation is everything. Jacki chooses her partners carefully to deliver stress-free closings for clients and seamless collaboration with agents. 

Jacki partnered with Rexera to handle the heavy lifting of document acquisition, including mortgage payoffs, HOA documents, municipal lien searches, and utilities.

“I love outsourcing because it frees up my time to work with clients. When Rexera launched Mortgage Payoff, I was very excited because it was one more thing I didn’t have to worry about anymore.  Rexera is very knowledgeable about their piece of the closing process, and that makes it feel like a true partnership. It’s like having an assistant without having to keep someone on payroll.”

Jacki Tobar

Founder & Escrow Officer

Rexera takes on the heavy lifting of document acquisition – HOA, mortgage payoff, municipal lien, utilities, and more – so Proven National Title can focus on relationships. 

It’s a win-win partnership: Jacki delivers personal service, while Rexera ensures accuracy, speed, and nationwide coverage.

Key Rexera Solutions for Proven National Title:

1. Mortgage Payoff: From Hours to Minutes

When Rexera launched its Mortgage Payoff service, Proven National Title was one of the early adopters. Mortgage payoff can take anywhere from 10 minutes of phone waiting time to hours of back-and-forth with lenders.

Rexera eliminated that frustration, saving Proven National Title valuable hours and giving Jacki more time to care for her clients. The result: faster closings and happier clients with no surprises.

2. Transparent Fees, Clear Communication

Jacki always adds Rexera’s service fee to the closing statement so clients know exactly what they’re paying for. And if a client has a question, Rexera equips her with clear explanations to share.

Two Ways to Handle HOA Fees

1. Rexera Fronts the Fees

Jacki always discusses with the listing agent whether the seller/buyer is prepared to pay for HOA fees. And if  they are not, Proven National Title and Rexera got them covered:

2. Seller/Buyer Pays First

In the cases where the seller or the buyer is ready to prepay the documents, Jacki uses our SPF (Seller Pays First) functionality to ensure a smoother transaction.

Both options remove pressure from Proven National Title and protect client relationships, while ensuring every transaction runs smoothly.

THE RESULTS

With Rexera, Proven National Title delivers smoother, faster, and more transparent closings.

We asked Jacki how she feels about our fee and passing it to the client.

“99% of the time, clients are perfectly fine with the fee and are excited that I found a way to deliver the documents faster.”

Jacki Tobar

Founder & Escrow Officer

By choosing Rexera as a trusted partner, Jacki ensures her clients and agents enjoy a closing experience that lives up to her principle: treat others the way you want to be treated.

Explore more

You will hear from us soon!