Driving Growth

Industry experience has taught us that Real Estate Brokers require astute escrow specialists with advanced technology and proven consulting methods to prosper. Based on this knowledge, Heritage Management Services, LLC, a sister company of Heritage Escrow was established to provide management services and resources to Broker-owned escrow companies and their Escrow Officers and support staff.

Heritage Management Services focuses on your needs through tailoring an array of established services including, but not limited to:

• Escrow and trust accounting support
• Escrow production, trust accounting and business application software
  and related data storage via the internet
• Utilization of proprietary information including policies, procedures,
  escrow documents and phrases
• Optional services including temporary employment relief, escrow
  staff training and annual regulatory compliance support (yearly audits,
  1099 processing and state escheating)

Integrating Heritage Management Services will assist you in building and managing a reliable and profitable escrow operation, while giving you the freedom to do what you do best - run your core business.

For more information please contact:
Sue Jerram, Director of Escrow Services
Tel: 949.930.2390
sjerram@heritageescrow.com

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