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Title Source Overview

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Page 1: Title Source Overview
Page 2: Title Source Overview

| 2 of 17About Us

Transforming business

with technologyUsing advanced technology to deliver critical

communication and services to clients and ensure

seamless engagement daily

Nearly 3,000professionals nationwide

Passionate, dedicated and knowledgeable teams

devoted to helping clients achieve the American

Dream

Unparalleled client service provided by a network of over 11,000 appraiser, abstractor and signing

agent partners

Leverage our nationwidepartner network

Title Source is the preferred provider to six of the top ten mortgage lenders and many of the leading FORTUNE 500

companies.

Through the use of our innovative technology, Title Source is the largest independent provider of title insurance, property valuations and settlement

services in the nation.

Page 3: Title Source Overview

| 3 of 17

1977Established as Stewart Title of Michigan1997 - 2001Agency acquired & renamed Title Source. Expanded coverage into seven additional states. Launched TSI Appraisal.2002 - 2006Established TSI Escrow Inc., a California escrow company. Developed TAG, a proprietary title production system.2007 – 2011Acquired Transunion Title and Escrow of California. Expanded coverageinto Texas. Developed ATLAS, a proprietary settlement service system.2012 – 2014Opened offices in Coraopolis, Pennsylvania and Cleveland, Ohio. Developed Nexsys, an integrated transaction management platform. Named a Detroit Free Press Top Workplace for the sixth year.2015Opened new offices in Dallas, Texas and Fort Worth, Texas.

Milestones

Page 4: Title Source Overview

| 4 of 17MilestonesTitle Source has insured a cumulative volume of nearly

$500 billion since 1997.

Page 5: Title Source Overview

| 5 of 17Nationwide Coverage

Appraisal – All 50 statesTitle Insurance – Offered through managed partner providers in: AK, CT, HI, IA, ID, ND, NM, NY, OK, OR, RI, SD, TX (select counties), WA, WY Closing Services – Offered through managed partner providers in: GA, HI, NM (select counties), OR (select counties)

Page 6: Title Source Overview

| 6 of 17Powering Our Solutions

• Proprietary technology developed by Title Source

• Supports all functions for vendor management and settlement service activities

• Customize client-centric workflows • Flexible platform to customize client

solutions• Fully integrated with multiple loan

originationand vendor management systems

Focused on delivering innovative business solutions to our clients, powered by technology and driven by a

passion for process.

Page 7: Title Source Overview

| 7 of 17

• Accept or decline orders in real time• Manage client appointments• Integrate with personal calendar

Going Mobile

• GPS directions to scheduled location• Streamlined assignments improve client

experience

Title Source developed cutting edge mobile apps to enhance communications with our nationwide network of partners.

Page 8: Title Source Overview

| 8 of 17

Superior Transaction Management

Mission ControlManage order allocations in real-time

Clear PathMonitor order lifecycle and share documents in a secure environmentClear Path PlusConnect to Clear Path using a seamless systems integration

Fee PointCalculate settlement services and governmental fees with a dynamic fee engineMetrixGain visibility into order and provider performance

One system to manage millions of mortgage-related transactions across thousands of service providers

Page 9: Title Source Overview

| 9 of 17TitleSource.com Features

Exclusive to Title Source clients• Easy ordering process, check order status, modify order,

interactive title and recording calculator• Generate quotes for purchase and/or refinance nationwide

Real-time pricing

Accurate and compliant loan estimate andclosing disclosure

Place Orders

Save timeUpload loan applicationsand other relevant data

Manage order status

Page 10: Title Source Overview

| 10 of 17Order Management

Page 11: Title Source Overview

| 11 of 17Online Fee and Fulfillment Services

• Provides instant, accurate and comprehensive quotes forsettlement services

• Includes mortgage tax and recording fees

Page 12: Title Source Overview

| 12 of 17Online Order Placement

• Upload 1003 to auto-populate order fields

• Save valuable time by preventing re-keying of data

• Fully integrated with various LOS platforms

Page 13: Title Source Overview

| 13 of 17Products and Services

ALTA Title Commitments

Searches

2nd Lien Current OwnerInsured Reports

JudgementServices

Tax Searches/Disclosures

UCC Financing/Statement Services

Foreclosure Reports Junior Lien Policies

Products

Services

ValuationServices

Page 14: Title Source Overview

| 14 of 17Customized Reporting

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Authorized agent of:

Our established underwriter relationships provide:• Risk diversification• Coordinated underwriting• Competitive rate comparison

Relationships with Leading Underwriters

Page 16: Title Source Overview

| 16 of 17Partner Management

We ensure that our partners:

Have current Errors and Omissions(E&O) insurance and licensesHave a signed service level agreement (SLA) on file

Provide a complete package including coverage areasPass a background check from our approved third-party provider

3.4.

1.2.

Title Source utilizes an extensive partner network dedicated to providing top level service to our clients across the country.

Page 17: Title Source Overview

| 17 of 17

Call today to learn more abouthow Title Source can work for

you.

Client Care

David Budziszewski (Budzi)SVP National SalesPhone: 888.848.5355 ext. 72104 [email protected]

Dedicated account management teams Our account managers provide personalized

support to you and your clients on every transaction.