TESS Core gives DFPI-licensed independent escrow companies a clean, modern platform that fits the way you already work — and TESS IQ adds AI document intake on top so your officers stop drowning in data entry.
Book a Demo Back to TESS HomeYou're regulated, audited, and bonded. The last thing you need is software that fights you. Here's how TESS works with — not against — how a licensed escrow company actually runs.
Trust accounting, three-way reconciliation, and audit-ready records that line up with the requirements your DFPI examiner expects to see. No bolt-ons, no spreadsheets on the side.
TESS IQ reads purchase contracts, prelims, payoff demands, lender instructions, and HOA docs — then populates your file automatically. Your officers review and approve instead of retyping.
Built around how authorized signers, fidelity bond coverage, and disbursement controls actually work in a licensed escrow company. Not a generic SaaS retrofit.
We're not asking you to migrate ten years of files overnight. TESS is designed to drop into your current setup and prove its value file by file.
See your control record, beneficiary ledgers, and reconciliation status live — not at month-end when it's too late to fix something.
Less time typing, more time on the phone with buyers, sellers, lenders, and title. The work that actually moves a deal.
TESS Core and TESS IQ are designed for DFPI-licensed escrow companies in California that want modern tooling without the chaos of a full system migration. You're a good fit if any of these sound familiar:
Tell us how your team works today and we'll show you exactly where TESS Core and TESS IQ would save you time.
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