Security is strongest when sensitive information is exposed as little as possible. TESS combines two-factor authentication with secure document access to help reduce common risks associated with emailed documents and phishing.
Learn about TESS security →TESS is security-first, compliance-focused escrow software for California escrow companies. Two-factor authentication and secure document access help reduce unnecessary exposure of sensitive transaction information, while trust accounting, three-way reconciliation, and organized workflows support the recordkeeping demands of escrow operations.
Adds an additional verification step beyond a password to help protect access to escrow information.
Clients can access documents through TESS rather than receiving sensitive escrow documents as ordinary email attachments.
Keeping sensitive documents out of routine email helps reduce exposure to common phishing, forwarding, and mailbox-compromise risks.
Trust accounting, three-way reconciliation, organized records, and escrow-specific workflows help teams maintain consistent processes without claiming that software alone creates compliance.
TESS is security-first, compliance-focused escrow software designed by escrow professionals for California escrow teams. It combines two-factor authentication, secure client document access, trust accounting, three-way reconciliation, and workflow automation so DFPI-licensed escrow companies and broker-owned escrow divisions can protect sensitive information, keep records organized, and work more efficiently.
TESS works with every kind of escrow operation in California — click through to see how TESS fits your business.
Independent escrow companies regulated by the California Department of Financial Protection and Innovation. TESS fits into your existing file-opening, trust accounting, and closing workflow — no rip-and-replace required.
California brokers running broker-owned, in-house escrow divisions under the broker exemption. TESS helps your team handle purchase contracts, preliminary reports, and closing statements without drowning in data entry.
Mortgage brokers and lenders handling loan escrows. TESS reads lender instructions, payoff demands, and closing disclosures so your processors spend less time retyping and more time closing loans on time.
TESS is an active member of organizations serving California escrow professionals and the broader escrow industry.
We’re escrow people who believe in straightforward pricing. Reasonable, transparent, and tailored to fit whether you’re a solo broker or a firm closing dozens of files a month.
TESS was created by escrow professionals who spent years closing files and dealing with the same repetitive document handling and reconciliation headaches that eat up your team’s day. Every feature in TESS exists because someone who’s actually done escrow knew it was needed.
That’s what makes TESS different — it’s not software built by engineers guessing at what escrow officers need. It’s software built by the people who’ve been in the chair.
TESS was designed by escrow officers, for escrow officers. Here’s what the professionals using it every day have to say.
Accuracy is the real win. Catching a transposed loan number before it hits the closing statement has saved us from at least one painful fix.
We’d been talking about bringing escrow in-house for years. TESS made the operational side simple enough that the numbers finally penciled out.
Before TESS, I’d spend the first hour of every file retyping the purchase contract into the system. Now the file is half-built when I open it — I get to actually work the file.
TESS is very easy to work with. The workflow feels intuitive, and having everything organized in one place helps me move through files faster without adding extra steps to my day.
The orders that come from TESS-powered escrow officers are the cleanest I receive. Parties, legal descriptions, vesting — accurate from the start. It saves me hours every week.
What I like most is that TESS doesn’t try to replace my team. It just takes the annoying parts off their plate so they can focus on closing the deal.
TESS Escrow Software is based in Arcadia. Because TESS runs in the browser, onboarding and support work the same whether you’re down the street or across the state.
Elsewhere in California? TESS supports escrow teams statewide — let’s talk.
Tell us a bit about your escrow operation and we’ll follow up with the right information — no pressure, just a conversation. Prefer to see it live? We’ll set up a walkthrough tailored to how you actually work.
