TESS gives mortgage brokers and lenders two-factor authentication, secure document access, payoff-verification controls, and compliance-focused workflows shaped around lender instructions, closing disclosures, funding, and recording. Learn more about TESS security.
Request More Information Back to TESS HomeLoan files move quickly and contain sensitive information. TESS combines security controls, organized closing workflows, and automation so processors can spend less time retyping data and more time moving files toward funding.
Workflows shaped around how mortgage transactions actually move — from loan submission to docs out to funding to recording — not generic real estate sales.
Lender instructions, payoff demands, closing disclosures, and wire instructions stay with the file. Two-factor authentication and secure document access help reduce reliance on emailed attachments when sensitive loan and escrow information is moving quickly.
Wire instruction checklists, payoff figure verification, and dual-signoff steps are baked into the closing workflow — so wrong loan numbers and transposed payoff figures get caught before they become a funding problem.
Less time on data entry means your processors can handle more files without burning out. The same team, more deals closed per week.
Whether your lenders email PDFs, share via secure portals, or send through a closing platform, TESS handles incoming documents the way they actually arrive.
Know exactly where every loan is in the process. No more digging through files to figure out what's stuck and why.
TESS escrow software is built for California mortgage brokers and lenders who want their loan escrows to move faster and cleaner. You're a good fit if any of these sound familiar:
We're working with California mortgage companies right now to make loan escrows faster, cleaner, and less error-prone. Tell us about your operation and we'll show you exactly where TESS would help.
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