The moment I walked into the boardroom of a new client late last year, a leading national title company, I knew this was my chance to make an impact. The stakes were high: displacing entrenched incumbents and securing a partnership with one of the largest mortgage lenders in the country. My strategy had to be flawless.

 

I started by analyzing the gaps in the incumbents' performance servicing a significant portion of this lender’s origination title orders. It was clear they had grown complacent, relying on outdated processes and neglecting client needs. Armed with this insight, I worked closely with the title company's leadership to develop a tailored pitch that emphasized innovation, efficiency, and customer-centric solutions, especially centered on the technology and the notary network! 

 

Based on the decade long relationship I had with the C-suite, positioned an in-person meeting at an industry conference. Based on this initial discovery and meeting, we then met with the mortgage lender's title operations executives, I led the presentation with confidence. My client and I painted a picture of seamless transactions, faster closings, and unparalleled service—backed by data and real-world case studies. Questions flew across the table, but we anticipated them all. By the end of the meeting, their nods of approval told me we had struck a chord.

 

Beginning 2025, we received confirmation (MSA/SOW): the lender was on board. The incumbents were being positioned to compete against us. It wasn’t just a win; it was a testament to what happens when relationships and preparation meets opportunity.