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 the 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 more questions about HDEP and final policies, please read our Frequently Asked Questions.