Innovative Application Combines Modern Technology with Three Decades of Experience and User Input

Meet Settlor, a title, closing, and escrow accounting application designed to simplify, streamline, and improve the performance of enterprise-level title insurance companies and agencies. As an integrated and intuitive platform, Settlor provides transparency into the entire transaction process, delivering real-time collaboration, operational efficiencies, and workflow solutions. Hosted in the cloud, Settlor leverages more than 30 years of transactional experience to deliver a trusted solution that is scalable, secure, and highly customizable. Established as a standalone company in 2021, Settlor is currently used by more than 1,000 users in multiple states across the West and Midwest.

“Settlor is the operational software solution that the title industry has been waiting for,” said John E. Freyer, Jr., co-founder and president of Settlor. “Settlor’s mission is to bring simplicity, clarity, and personalization to the experience of consummating real estate transactions. In reimagining the user experience, we are empowering customers to co-design the platform with us, ensuring that we are meeting current business needs across workflows and functionality. Further, because Settlor is hosted in the cloud, it eliminates the ongoing expense of maintaining, upgrading, and monitoring complex data centers and remote desktop applications.”

Key Features

Designed specifically for enterprise-level title and escrow operations, Settlor provides four primary applications with the core platform: title, closing/escrow, customer database administration, and financial and escrow accounting. Through strategic integrations, Settlor customers have access to secondary applications, such as for 1031 exchanges, construction loan disbursing and e-signature, as well as to customized API-based applications.

In addition, Settlor delivers the following key offerings and features:

• Fully customizable ecosystem that is co-designed with the customer.
• Customers retain the ownership of their data.
• Visibility into every aspect of a company’s operation.
• Intuitive, quick access to the most critical information, documents and data.
• Leverages single-tenant architecture ensuring privacy and security for each customer’s data, documents and customizations.
• State-of-the-art safety and security features.
• Accessible via any device.
• Real-time organizational data flows allow for immediate collaboration.
• Automated workflows configured to work with evolving business needs.

Deep Industry Knowledge and Experience

The Settlor application leverages more than three decades of title production and escrow/closing transactional experience and workflow refinement. As an early industry adopter of a singular, dynamic platform with open and integration-friendly architecture, Settlor boasts more than 1,000 users across multiple states. Further, the experienced Settlor team hails from title, real estate, technology, and finance across both established companies and successful start-ups.

Customer Success is a Top Priority

From day one, customers are viewed as partners and are assigned a seasoned Settlor customer success director backed by a larger team of product specialists and experienced software developers. The customer success professional is dedicated to ensuring that the Settlor platform is set up based on specific customer needs and requirements, further empowering the customer to co-design the end-result. Given that Settlor originated from within a title agency, the team possesses a deep understanding of the operational challenges and milestones inherent to a title company and will seek to deliver solutions designed for optimal workflows and efficiency.

“Settlor stands apart in the industry for several reasons. Because we view customers as partners, we are deeply vested in their success and will work tirelessly to ensure the application is customized to their unique business needs,” continued John E. Freyer, Jr. “Further, not only are we privately funded, independently owned and operated, we also have the ability to be highly responsive and nimble. We are not looking for hyper-growth, nor are we beholden to investors or parent companies with ulterior motives or business models. We are laser focused on delivering efficiencies to enterprise organizations that seek to focus on the success of their title business and not worry about their TPS platform.”

About Settlor

Settlor develops and maintains a title, escrow, and accounting software application designed to simplify, streamline, and improve the operational performance of enterprise-level title insurance agencies. Based in Denver, Settlor is backed by more than 30 years of transactional experience and workflow process refinement with a seasoned team of title, escrow, and closing professionals. Settlor was established in 2021. To learn more and to request a demo, visit Settlor.com.