For DFPI-Licensed Escrow Companies

Modern escrow software, no rip-and-replace required

TESS Core gives DFPI-licensed independent escrow companies a clean, modern platform that fits the way you already work — without forcing your officers to relearn their day.

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Why DFPI escrow companies choose TESS

You'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.

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Built for DFPI Compliance

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.

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Organized Document Handling

Purchase contracts, prelims, payoff demands, lender instructions, and HOA docs all live in one place inside the file — tagged, searchable, and audit-ready. No more digging through email threads or shared drives to find the latest version.

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Bond & Signatory Aware

Built around how authorized signers, fidelity bond coverage, and disbursement controls actually work in a licensed escrow company. Not a generic SaaS retrofit.

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Works With Your Existing Stack

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.

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Real-Time Trust Visibility

See your control record, beneficiary ledgers, and reconciliation status live — not at month-end when it's too late to fix something.

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Your Officers, Faster

Less time typing, more time on the phone with buyers, sellers, lenders, and title. The work that actually moves a deal.

Is TESS the right fit for your escrow company?

TESS Core is 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:

  • Your team spends too many hours retyping data from incoming documents into your escrow system.
  • Your trust reconciliation feels like a fire drill at month-end.
  • Your existing software was designed twenty years ago and hasn't kept up with how documents arrive today.
  • You want a cleaner, easier-to-use platform but you don't want to rip out the system your officers know.
  • You're a small-to-mid-sized DFPI escrow looking for software that scales with you, not against you.

Let's talk about your escrow operation

Tell us how your team works today and we'll show you exactly where TESS Core would save you time.

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