You have seen it time and time again – you close the deal, file your documents and transfer the deeds. Now onto new business, though there is a nagging tone of unfinished business.
Preparing the final policy and transferring the underwriter fee – it’s no more than an hour of your time . . . but the last transaction just closed and there are others waiting for your attention. A week goes by. . . you’re on to the next closing, and the ringing in your ear gets louder.
By the end of a productive week, that housekeeping hour has turned into a full day’s work.
We understand this challenge, so we laid out an easy path to outsource final policy preparation with HDEP:
1. A mutual non-disclosure agreement is signed.
2. Current procedures for final policy preparation are demonstrated by web conference.
3. Access to client system is set up for HDEP to run test orders; review and refine.
4. Test orders are done; when confirmed to be correct, daily production begins.
The process is simple and easy to implement. Never worry about a mountain of policies piling up ever again.
If you have questions about HDEP and final policies, please read our Frequently Asked Questions.