ALTA Marketplace (Buyers Guide)

At Beyond Title, we're not just another entity in the title insurance and escrow space; we're a movement. Founded on the principles of evolution, innovation, and resilience, we stand at the forefront of an industry poised for change. Our mission is clear: to break through the status quo, challenge conventional methods, and pave new pathways toward success.

Our approach is holistic, blending years of industry experience with a forward-thinking mindset. We partner with you to not only navigate the complexities of title insurance and escrow services but to also redefine what's possible. Our tailored strategies are designed to elevate your business's efficiency, streamline production workflows, eliminate redundancies, and significantly boost productivity. The goal? To transform the way you work and unlock unprecedented levels of success.

But we don't stop there. Beyond Title is committed to elevating your performance through our comprehensive suite of services. From implementing cost-effective strategies and automating title and closing processes to providing access to fractional teams, we empower you to surpass your goals and soar above the competition. Our solutions are crafted to meet you where you are, helping to scale your operations, enhance your capabilities, and drive your business forward.

Whether you're starting a new agency or expanding your existing operations, our deep industry knowledge and full-scale development expertise are at your disposal. We're here to guide you through every step of the journey, unlocking your potential and paving the way for remarkable growth and success.

Let's break barriers together. With Beyond Title, you're not just adapting to change; you're leading it. Join us on this journey, and let's redefine the landscape of title insurance and escrow services, together.

The Koogler Group, LLC, is an educational design company, providing educational programs and products for title (settlement) agents, attorneys, and related-industry professionals. Karen Koogler, CEO, is the title industry’s leading author/educator, having published over 30 title (settlement) textbooks ranging from task-specific jobskills [Closing Concepts; Title Basics; Liability 101] and business basics [TechnoTitle 2020; Partnering for Profit] textbooks to Licensing and Certification Assessment [LCAT] Training textbooks, and federal compliance [2008 RESPA Final Rule; 2015 TRID Rule; Federal Compliance and Risk Management] textbooks. In the 1990’s, The Koogler Group partnered with ALTA’s Land Title Institute on several educational programs/projects resulting in or arising from textbooks written by Karen Koogler. These included the first [and only] national industry survey on honesty and ethics in the title insurance industry [Bringing Ethics and Values to the Bottom Line]; a series of FutureFocus CE/CLE programs based on the 1998 book, TechnoTitle 2020: FutureFocus on the Settlement Service Industry; and a weekend educational retreat on affiliated business arrangements based on the 1999 book, Partnering for Profit. In 2007-2008 and, again, in 2014-2015, Karen wrote textbooks and created full-day CE/CLE programs on federal RESPA and TRID changes. With the backing of myriad state land title associations and title insurers, Karen successfully delivered the full-day programs to classroom and online audiences throughout the country, with combined attendance of more than 8,000 industry professionals. CURRENT [2019-2020] PROGRAMS/PRODUCTS: Beginning in 2019 and continuing through 2020, The Koogler Group is releasing three new online programs: (1) TechnoTitle 2030: FutureFocus on the Settlement Service Industry; (2) Cyber-Awareness Training [C.A.T.]; and (3) Blockchain Basics. Each are based on three new textbooks to be released in 2019-2020, authored by Karen Koogler: (1) TechnoTitle 2030: FutureFocus on the Settlement Service Industry; (2) Cyber-Insecurity: The Unrelenting and Escalating Attack on Title (Settlement) Agents; and (3) From Torrens to Blockchain: A 200-Year Perspective on Real Property Records and the Land Titling Industry. For further information, please visit our website, www.KooglerGroup.com. Those interested in booking Karen Koogler for industry presentations may contact her directly at [email protected]

Rezervology. LLC provides Data Migration for TPS transitions as well as full tech and admin support of SoftPro and Resware. We also customize SoftPro and have magic buttons that automate your SoftPro instance in various ways. Add to this custom reports, custom software, full integrations - including middlware connecting TPS2TPS such as between Resware and SoftPro. We are everything a title provider needs for TPS Tech, Support and Dev in one phone call.

“Aria is a boutique consulting firm catering to the title insurance industry.”

Aria Title Consultants leverages over 150 years of combined experience to deliver tailored solutions in regulatory compliance, business expansion, and operational efficiency. We partner closely with title agencies and underwriters to navigate industry complexities with precision—whether supporting internal teams or managing outsourced functions—to ensure every client’s licensing and compliance needs are met with strategic expertise.What We Do:

Aria Title Consultants offers a comprehensive range of services, including:

• Licensing and Regulatory Compliance: State-by-state statutory and regulatory expertise to ensure full compliance across jurisdictions.
• Agency Administration: Operational and compliance support for title agencies conducting business across multiple states, with centralized processes to manage licensing, reporting, and regulatory requirements efficiently at a national scale, with ongoing monitoring and scalable support for back-office functions.
• Agency Expansion: Tailored strategies to grow agency operations in new markets, ensuring compliance and risk mitigation.
• Escrow Rate Filing: Guidance and administrative support for preparing, reviewing, and submitting escrow rate filings in compliance with state-specific regulatory requirements.
• Audit Coordination: Coordination of underwriter requests and state regulatory exams, in addition to post-audit remediation support to ensure compliance and efficiency.
• Due Diligence Assessments: Guidance on title agency mergers and acquisitions, and joint ventures, offering support in due diligence, regulatory filings, and post-transaction integration.
• Underwriter Services: Aria supports its underwriter clients with a variety of services, consisting of:
  • Preparation and submission of policy forms and rate filings through SERFF
  • Support for managing agency relationships, including vetting, due diligence, preparation and submission of appointment and affiliation filings, and coordination of terminations
  • Support for new market entry, including preparation and submission of Certificate of Authority applications, coordination with state insurance departments, and guidance on regulatory documentation
  • Support for Corporate Amendment filings.
  • Multi-state research on a variety of topics, including statutory reporting guidelines, audit requirements, and state-by-state underwriting and business practices
  • Development of complex rates analyses
  • Market Conduct Examination support, including document preparation and response coordination

Aria Title Consultants is committed to providing exceptional service and support to its clients seeking to navigate the complex title insurance regulatory landscape and expand their operations with confidence. Our team’s expertise is backed by years of hands-on industry experience and an unwavering commitment to client success.

“Whether you have a short-term need or require long-term solutions, working with Aria Title Consultants will allow you to focus on your business, which is providing title insurance and settlement services.”

— Adrienne Mann, Founder and CEO

www.ariatitle.com

All of your US tax and compliance solutions are available through our firm. Unique in the industry, Foreign Tax CPA is a full service US based CPA firm providing international tax services, including FIRPTA, for global businesses, American expats, and foreign nationals. We’re highly experienced in international taxation from buying to selling and getting funds refunded.

As a foreign person, owning a holiday home, investment property or small business in the USA brings new and different tax filing and compliance requirements, such as Foreign Investment in Real Property Tax Act (FIRPTA). 

Foreign owners of US property are often subject to US tax obligations. These obligations include income tax on any rental income earned from the property, as well as capital gains tax and FIRPTA withholding if the property is sold. FIRPTA is complex to navigate on your own. The act imposes mandatory income tax withholding on foreign investors selling property in the US.

The team here at Foreign Tax CPA, LLC has been assisting non-resident foreign clients for over 25 years. Our Team will ensure you are fully compliant with US tax laws and efficiently apply the potential Treaty benefits and filing elections to minimize your US tax obligation and maximize your refund. 

Let us guide you and work with you through the steps. We will review your situation and keep your interests top of mind, walk you through the steps, and help you understand the process.

October Research is dedicated to educating and empowering professionals in the real estate transaction to strengthen their business and enhance their position in the marketplace, ensuring the integrity of home ownership. Publications include The Title Report, The Legal Description, RESPA News, Dodd Frank Update and Valuation Review. The company also produces the National Settlement Services Summit (NS3), Women's Leadership Summit (WLS), educational webinars, Keys to Real Estate podcast, Tuesdays with Mary blog, special reports, offers CE and CLE credits, marketing opportunities and custom publishing.

Who We Are:
Title Insurance Consultants is a specialized consulting firm dedicated to helping title insurance companies optimize operations, embrace technology, and maintain compliance in today's rapidly evolving real estate landscape. With decades of industry experience, our team provides customized solutions to title agencies of all sizes, ensuring they stay competitive and efficient.

Our Services:

Operational Excellence
We help title companies break free from inefficient legacy processes by developing procedures that transform your team into "masters of efficiency" through restructuring, improved reporting practices, and enhanced departmental collaboration. Our operational reviews identify opportunities to reduce costs and redirect resources to growth initiatives.

Technology Optimization
In an industry transformed daily by technological advances, we ensure you're leveraging every available tool and recommend technology solutions specifically designed to elevate your business. From work flow optimization to effectively using AI, we help you navigate the tech landscape to increase productivity and customer satisfaction.

Compliance Confidence
We implement the right procedures to help your organization adhere to ever-changing federal, state, and industry guidelines, including ALTA's Best Practices. Our expertise helps you balance operational efficiency with regulatory compliance, protecting your business while maintaining productivity.

Why Choose Us:
No project – and no company – is too big or small to benefit from our expertise. We provide personalized attention and tailored solutions based on your specific challenges and goals. Our consultants have hands-on experience in title operations, giving us unique insight into the daily challenges you face.

As ALTA members committed to advancing the title insurance industry, we understand the critical role title professionals play in protecting property rights and facilitating real estate transactions. Partner with Title Insurance Consultants to transform your operations, embrace innovation, and position your company for sustainable success in today's competitive marketplace.