Foundation Escrow's Seamless Implementation Process with CloseSimple

"From the initial consult call to the final stages of implementation, they exceeded all of our expectations. The team is incredibly kind and professional. Any challenge we threw at them, they found a solution for."

Andi Schmitt, manager at Foundation Escrow's San Diego office, is responsible for implementing new technology, security, and operation procedures. Andi's has recently led her team through a CloseSimple implementation and so our co-founder, Bill Svoboda, recently had an interview with her to hear more about her perspective and the experience for the Foundation Escrow team. 

Challenge: Complex Infrastructure and Multiple Branch Locations

Foundation Escrow was in the midst of adopting new technology, aiming to enhance their operational procedures and security. The challenge lay in their complex IT infrastructure, with three branch locations, and specific expectations for their new system. They needed a solution that could meet these requirements while ensuring a smooth transition.

Solution: CloseSimple’s Exceptional Onboarding Process

Andi described the onboarding process with CloseSimple as "amazing" and "incredible." The team, led by Amy, Michelle, and Ally, worked closely with Foundation Escrow from the initial consultation to the final stages of implementation. They exceeded all expectations, addressing the company’s unique needs and providing tailored solutions.

Benefits: Smooth Implementation and Continuous Support

1. Exceeding Expectations: The CloseSimple team provided exceptional support, demonstrating kindness and professionalism throughout the onboarding process.
2. Overcoming Challenges: Despite Foundation Escrow's complex infrastructure, the team managed to find solutions for every challenge, resulting in a beautifully implemented final product.
3. Continuous Partnership: Post-implementation, Andi highlighted the ongoing support from the CloseSimple team. Anytime Foundation Escrow needed assistance or wanted to implement new features, the team responded promptly, ensuring smooth operations.

Ready to experience the same exceptional support and seamless implementation that Andi and her team at Foundation Escrow enjoyed? Contact us today to learn how CloseSimple can transform your operations and exceed your expectations.