At Peak Title Professionals, our goal is to make closing your transaction as easy and straightforward as possible. We strive to give you what you need to know to be confident that your transaction is moving forward in good hands.
In order to do this, there are a few things you should know about the process of working with Peak Title Professionals,.
When your transaction is submitted to Peak Title Professionals, we will open a file within the Peak Title Professionals, Portal. This file contains the documentation and resources needed to close your transaction. As we move forward, we will process your file, take the necessary steps to secure title insurance, determine how the transaction will be settled financially, and prepare the necessary documents for closing.*
Upon order opening, you will receive a welcome email. In that welcome email, you will find an invitation to the Peak Title Professionals, Portal, a list of notifications you can expect to receive from us, and a request to fill out an information sheet.
The information sheet will kick off the file processing process. It is important to fill out your information sheet promptly and with accurate information. We will use this information throughout the process. You can find breakdowns of the buyers, sellers, or borrowers information sheets here.
The Peak Title Professionals, Portal is the place where you can view and interact with your transaction(s). We built the Portal to provide you with as much insight into the process as possible, while also making it easy for you to provide the information and documents we need to get your transaction closed.
The Portal contains a few key features that you should know right off the bat.
Status Tracker: one of the most useful features is the status tracker. It allows you to see the stage your transaction is in at any given time. When you log in, you will see the tracker on your transaction page, showing you not only the current stage, but also the remaining stages before we’ll be ready to close.
Documents Hub: here you will find all the documents associated with your transaction. The Portal also provides the ability to upload and download documents. This is where you will go if we request a document from you.
e-Sign: When available, which depends on the jurisdiction of closing, the Portal gives you the chance to e-sign documents. When prompted, you can log into the Portal and sign documents right from your device
We will be sending you periodic email updates about what is happening with your transaction. As tasks are completed, documents are drafted or uploaded, and your transaction moves to new stages, you should expect to receive communication from us.*
In addition, you may receive emails from us if we need more information from you, such as a document uploaded or signed. Please keep an eye out for these communications. The sooner we receive materials from you, the sooner we can move your transaction forward.
Email is our primary means of communication, but if we need something and we cannot get a hold of you via email, we may call you at the number you supply on your information sheet.
We know that the title and closing process can feel confusing at times. We want to make sure that whenever you have questions or concerns, we are addressing them. We hope that the information we provide in the Portal and through notifications will answer a lot of your questions.
That said, if you do have questions, we encourage you to check out either our FAQ page or the Peak Title Professionals, These resources were built specifically to answer common questions and provide insight into Peak Title Professionals, as well as title and closing generally.
If you cannot find answers in those resources, you can reach out to us here, or through the Portal itself. When you log into the Portal, there is a button marked “Support” in the bottom left that will open a box which will allow you to send us a message. We will route your inquiry to the right person who can respond with helpful information within 4 hours. We also have a phone line you can use, but we strongly encourage you to use email for your inquiries.
Where we can, we will send out your closing documents electronically, and use mobile notaries who can come to you.* Your information sheet will ask for an address for the mobile notary. We strongly encourage you to provide that address at the beginning of the process, so we can plan accordingly.
As closing approaches, we will work with you and any other parties to the transaction, including lenders, to schedule your closing. At that point, we will notify you of the closing day and provide information on how the closing will occur.
If you have questions or need help with any element of closing, please reach out via the Portal.
As you work with us, please feel free to provide feedback on what you are enjoying and what we can improve.
We want working with Peak Title Professionals, to be the best title experience on the market. That means providing easy-to-use tools, better insight, and helpful communication. We work to make this happen every day.
*Your transaction will be handled by an attorney where required by law, including Georgia, North Carolina, and South Carolina.
The information provided in Peak Title Professionals, does not, and is not intended to, constitute legal advice. All content is for general informational purposes only and is not intended to provide a complete description of the subject matter. Specific processes will vary based on applicable law. The title and closing process will be handled by a third-party attorney to the extent required by law. Product offerings vary by jurisdiction and are not available or solicited in any state where we are not licensed.
