A recognizable request.
The requesting office leads. The purpose, requested contribution, and route to help belong in the invitation.
Veto Client experience
A closing is a lot.
Their next step
shouldn’t be.
Your client should know who is asking, what they need to do, and what happens after. Without learning your entire workflow.
Your relationship.
A little less back-and-forth.
One closing.
Different parts.
The buyer and seller do not have the same job. Their experience should make that clear.
HARBOR ESCROW
Explore seller proceeds Your receiving instructions.
Your escrow office is asking where you would like your proceeds sent.
- Understand the request.
- Review the receiving details.
- Submit your contribution.
Your office reviews next.
Submitting does not release money.
Submitting does not release money.
Make their part feel considered.
A manageable next step.
Ask for the contribution the person can actually make. Do not make a participant operate the office’s full workspace.
A clear stopping point.
Tell the person what they submitted and who acts next. A completed contribution is not a completed payment.
Good questions.
Clear answers.
Do buyers and sellers approve the office’s payment?
No. A participant supplies their own contribution. The office’s review and its bank-side act remain separate.
What about someone who needs help?
The supported service must have an agreed help route. In this demonstration, the help center provides guidance, but there is no live support or messaging.
Can I try the client side?
Yes. The guided tour includes a fictional participant request and a returned document. Nothing is sent outside this browser.
Start with one file.
See what changes.
A conversation about your office. A walkthrough of the work. No commitment made here.
Let’s talk about your office