Clever Closings
Title & Escrow, Reimagined

Tech-Forward Closings. Uncompromising Security.

A tech-forward closing experience with real-time visibility, secure communication and document handling — backed by industry-leading wire fraud protection.

SOC 2 Type II
ISO 27001
ALTA Best Practices
www.cleverclosings.com
Orders Reports Manage
4 GAVIN CHAHAL ▾
Purchase
1216 Adeline St., Walnut Creek, CA 94598
Order #CA-25-184
Overview
Tasks
Inbox
Documents
Learn
Activity
Closing Status
Estimated close May 28
Opened
Processing
Closing Prep
Closing
Complete
Your order is in progress. View timeline →
Clever Escrow, Inc.
CA-25-184
Order date: Apr 24, 2026
Purchase price: $1,285,000
Parties
Buyer · Ethan Calloway
Seller · Marcus Bennett
Listing · Kendra Patel
Tasks    All Tasks
2 of 3 complete
Satisfaction Survey
Settlement experience feedback
Completed
Provide Wire Instructions
Required by Clever Escrow, Inc.
Completed
Sign Closing Disclosure
Due May 26, 2026
Completed
Inbox    All Messages
Parties
Subject
Last Updated
You, Kendra Patel
Final Walkthrough Confirmation
Just now
You, Jesse Sliver
Final Seller Closing Documents
May 22
You, Marcus B.
Wire instructions verified
May 18
Received 2
Uploaded
eSigned
Search files… 🔍
Files    Received Files
1099-S.pdf
Shared by Clever Escrow, Inc.
Sent May 25th, 10:25 AM
Closing Statement.pdf
Shared by Clever Escrow, Inc.
Sent May 25th, 10:25 AM
Featured Articles
Understanding Home Inspections
Homeowners Insurance FAQs
Title Insurance, Explained
Mastering the Closing Process
Read More →
Home Closing Encyclopedia
All Title Insurance Closing Security Checklist
Activity    All Activity
Clever Escrow uploaded Closing Statement
Today · 10:25 AM
Kendra Patel sent a message
Today · 9:14 AM
Wire instructions verified by phone
May 22 · 2:08 PM
EMD received via Mobile EMD
May 5 · 11:42 AM
Order opened
Apr 24 · 4:30 PM

Trusted by top agents at leading brokerages

Compass
RE/MAX
eXp
Keller Williams
Better Homes and Gardens
Coldwell Banker
Century 21
Douglas Elliman
Howard Hanna
@properties
HomeSmart

For Real Estate Agents

Why agents choose Clever Closings.

Everything you need to close — modern tools, real-time updates, and protection on every transaction.

Order #TX-26-0531 Overview Tasks 5 4 3 Inbox Documents Status: Order opened Status: Title cleared Status: Ready for signing File opened & info collected Title commitment cleared Awaiting buyer & seller signatures 1 of 5 milestones complete 2 of 5 milestones complete 3 of 5 milestones complete

Clever Closings Portal

One modern platform where you and your clients manage the entire closing — progress, documents, messaging, all in one place.

CLOSING IN PROGRESS Order TX-26-0531 Order opened Title search complete EMD received Wire verified · just now Closing scheduled

Real-time Visibility

No more chasing updates. Every milestone, document, and status change appears in the portal the moment it happens.

Messages · TX-26-0531 ENCRYPTED TH Title commitment is ready for review Thanks, signing it now WT Closing day confirmed for Friday Tracey Hankins (Escrow Officer) is typing

Secure Communication

Encrypted messaging between every party on the transaction. No unsecured email chains, no mixed-up threads.

$ UP TO $2M ID Verified Low Risk Digital EMD Insured

Wire Fraud & Earnest Money Protection

Identity verification, secure wire collection, and digital earnest money deposits — backed by up to $2M in wire fraud insurance.

TEXAS FLORIDA CALIFORNIA GEORGIA ARIZONA MICHIGAN CAROLINAS +5 LAUNCHING

Local Market Expertise

Every market is staffed with locally experienced escrow officers who know your state's rules, customs, and timelines.

In-Person Local office Mobile Notary at home Remote Online notary CLIENT CHOOSES Every method, every state

Flexible Closing Options

In-person, mobile notary, or Remote Online Notarization — your clients close where and how it works for them.

For Your Clients

When you close with Clever, your clients get…

TITLE COMMITMENT Schedule B — Exceptions Easement of record Lien release PLAIN ENGLISH A neighbor or utility has a right to cross part of the property. i

Understand your closing.

Our portal walks your clients through every document and every step in plain language — so “Schedule B exceptions” actually make sense.

Clever Closings Portal 12 DOCS 3 TASKS 60% DONE Portal 60% COMPLETE OPEN BEFORE CLOSING DAY AFTER

Access your closing, anytime.

Review before signing, pull records on closing day, and come back years later when the bank needs paperwork — on desktop or mobile.

Live Updates LIVE Title search complete Jenn Smith, Escrow 2h ago EMD received — $10,000 Automatic confirmation 1h ago Wire instructions verified Secure channel confirmed just now JS JENN • Escrow Signing scheduled Friday 2:00 PM. Confirm when convenient. Title is typing 60% ON TRACK Closing in 3 days

Stay up to date, in real time.

Every milestone, status change, and message surfaces the moment it happens — with direct messaging built in so questions get answered fast.

PROTECTED 2FA LOGIN on every sign-in ID VERIFIED before any signing * * * ENCRYPTED docs + messages $ UP TO $2M wire fraud coverage

Keep the transaction secure.

2FA on every sign-in, encrypted documents and messaging, identity verification before signing, and up to $2M of wire fraud coverage on every transaction.

Security Spotlight

Security at every step.

Wire fraud costs Americans billions every year, and real estate transactions are among the biggest targets. At Clever Closings, security isn't a feature — it's the foundation every closing runs on. Identity verification and wire risk assessment run on every transaction. And when wires are assessed as low risk, they're backed by $2 million in wire fraud insurance underwritten by Lloyd's of London.

Identity Verification

Every party to the transaction is verified against public records and a valid, government-issued ID. You know who's on the other side of the deal before money ever moves.

LOW RISK

Wire Risk Assessment

Before any wire goes out, we evaluate seller and payoff instructions against a multivariable fraud-risk model — flagging anomalies and stopping high-risk transactions before they go through.

$ UP TO $2M

Wire Fraud Insurance

Eligible wire transfers — those assessed as low risk — are protected by up to $2 million in wire fraud insurance coverage, backed by Lloyd's of London.

Mobile EMD

Earnest money deposits, from your phone in minutes.

No physical checks, no trips to the title office, no wire uncertainty. Clients submit their EMD securely, in four steps.

  1. 1Activate your portal access. You'll get an email to log in to the Clever Closings Portal.
  2. 2Find the EMD task in your closing checklist. Everything you need is in one place.
  3. 3Connect your bank account via Stripe. Fully encrypted, bank-grade security.
  4. 4Electronically sign and send. The deposit lands in escrow in minutes.

Clever Closings

Submit EMD

Earnest Money

$5,000

Order FL-26-837

Thank you!

EMD securely received

Connected

Chase •••• 4821

Phishing and suspicious-email alerts delivered to your inbox
Encrypted document storage with 2FA-protected access
Buyer education on wire fraud prevention at the start of every transaction
SOC 2 Type II, ISO 27001, and ALTA Best Practices Pillar 3 certifications

Wire fraud insurance applies only to eligible wire transfers that have been reviewed and assessed as low risk through our closing platform. $2 million in coverage is underwritten by Lloyd's of London. Additional terms and conditions apply and are available upon request. Some features available only with participating bank partners.

The Clever Closings Difference

See what sets us apart.

Swipe left and right to compare →

Feature
Clever Closings
Other Title Companies
Modern Closing Portal
Core Platform
Unified platform for agents and clients: documents, messaging, and status all in one place.
Email and phone only.
Real-Time Status Visibility
Unique Insights
Every milestone and document update appears in the portal the moment it happens.
Call or email to check where things stand.
$
Digital EMD
Mobile First
Submit earnest money from your phone in minutes. No check, no trip to the office.
Physical check or wire transfer required.
$
Wire Fraud Insurance
Up to $2M
Up to $2M in coverage on eligible wires, underwritten by Lloyd's of London.
Rarely offered.
Client Surveys on Every File
90% 5-Stars
Every closing surveyed across main parties. Our staff's compensation is tied to survey results.
Occasional surveys, if any. Rarely tied to compensation.
Multi-Channel Communication
Instant Comms
Secure portal messaging, phone, and email. Fast response across every channel.
Phone and email only.
Remote Closing Options
Close Anywhere
Your clients choose: in-person, mobile notary, or Remote Online Notarization.
Often in-person only.

Meet the Team

Experienced branch managers for every market.

Local escrow leaders who know your state's rules, customs, and timelines.

171 yrs combined experience $2M wire coverage 90% 5-star rated 8 states, 5 launching $5B+ closed
Tracey Hankins

Tracey Hankins

Branch Manager, Texas

Jenn Smith

Jenn Smith

Branch Manager, Florida

Angelica Flores

Angelica Flores

Branch Manager, California

Zach Seewald

Zach Seewald

Branch Manager, Arizona

Monica Ciccarelli

Monica Ciccarelli

Branch Manager, Michigan

Viola Mills

Viola Mills

Branch Manager, Georgia

Michelle Manning

Michelle Manning

Branch Manager, Carolinas

Meet the full team

Leadership + closers

Client Voices

90% of our clients rate us 5 stars.

Verified Client Surveys

“Five stars for Angelica! She went above and beyond to make sure my escrow closed on time. Her communication, professionalism, and dedication were excellent. I highly recommend Angelica to anyone needing a dependable escrow agent.”

AA

Abdul A.

Seller, California

“Excellent experience with Clever Title! They made my buyers’ first home closing smooth and stress-free. Professional, responsive, and a pleasure to work with!”

CV

Chantale V.

Selling Agent, Florida

“Angelica Flores was very professional. It was easy to reach out to her when I had a question. She responded quickly and was very efficient. Thank you for a smooth transaction!”

DR

Douglas R.

Seller, California

“Zach was fantastic! Very professional, responsive and flexible. He made the process seamless and we really enjoyed working with him!”

SM

Sydney M.

Seller, Arizona

“I had a great experience with the title company for our buyer’s closing. They were professional, answered all my questions, and made the process easy and smooth. I felt well taken care of and highly recommend them!”

TJ

Tatiana J.

Selling Agent, Florida

“Rigo was the ultimate professional. Very helpful, friendly, knowledgeable, and so easy to work with! We will recommend him to anyone looking for a real estate agent!!!”

GH

Gabriele H.

Seller, Texas

“I love how professional and quick everyone was to respond — time is always of the essence during a real estate transaction and this team was all over it! I would highly recommend!”

TG

Tania G.

Selling Agent, Florida

“Compliments on the smooth transition, ease to communicate with the team, quick response and professionalism.”

LS

Lysaundra S.

Seller, California

“Jenn was very responsive and professional making the process seamless.”

NF

Naydimar F.

Seller, Florida

“Amazing service, quick responsiveness. I’d recommend them to all my clients.”

TD

Tom D.

Selling Agent, Arizona

“Zach was fantastic to work with. Great communication and smooth closing.”

SB

Sean B.

Listing Agent, Arizona

“As always Jesse was efficient and excellent communication with both buyers and sellers and got it to the finish line — highly recommend.”

AC

AJ C.

Listing Agent, California

“Zach was fantastic! As the Mortgage Lender, I appreciated his willingness to work late and personally come to my office for on-site notarization on a tight deadline. He made the process seamless for our clients.”

RV

Roberto V.

Loan Officer, Arizona

“Very responsive and helpful. Smooth closing from start to finish.”

BB

Bianca B.

Selling Agent, Texas

“Monica was helpful and the closings went smoothly.”

KM

Kimberly M.

Loan Officer, Michigan

Ready to close confidently?

Open an order in under two minutes, or calculate your closing costs to get started.