Security-First Escrow Software

Security designed for modern escrow

TESS is security-first, compliance-focused escrow software designed to reduce unnecessary exposure of sensitive transaction information. Two-factor authentication and secure client document access help keep escrow documents inside an authenticated environment, while organized escrow workflows support consistent recordkeeping and operating procedures.

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✓ Two-Factor Authentication ✓ Secure Document Access ✓ Reduced Email Exposure ✓ Escrow-Focused Workflows ✓ Compliance-Focused Controls
Our Security Principle

Reduce unnecessary exposure.

Sensitive escrow information should not travel farther than it needs to. TESS is designed around authenticated access and fewer sensitive email attachments, helping escrow teams reduce common points of exposure without making the workflow harder for clients or staff.

Security that fits the escrow workflow

Security controls work best when people can actually use them. TESS combines practical protections with an escrow-specific workflow your team can understand.

2F

Two-Factor Authentication

Two-factor authentication adds an additional layer of protection beyond a password, helping reduce the risk of unauthorized access when credentials are compromised.

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Secure Client Document Access

Instead of sending sensitive escrow documents as ordinary email attachments, TESS is designed so clients can securely access and view documents through an authenticated environment.

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Less Sensitive Information in Email

Reducing attachments means fewer copies of sensitive documents sitting in inboxes, forwarded messages, downloads, and email threads that may be targeted by phishing attempts.

Move the document access — not the document

Email is convenient, but sensitive attachments can be copied, forwarded, downloaded, or presented inside a convincing phishing thread. TESS takes a different approach for client documents.

Clients receive access to view documents in the TESS environment rather than having sensitive escrow documents delivered as ordinary attachments. The goal is simple: keep sensitive information closer to the controlled workflow.

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Document stays with the escrow fileSensitive transaction documents remain associated with the TESS workflow.
2
Client uses secure accessThe client is directed to authenticated access rather than receiving the document as a standard email attachment.
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Exposure is reducedFewer emailed copies means fewer places where sensitive information can be forwarded, stored, or intercepted.

Security and compliance work together

TESS is designed for California escrow workflows where protecting sensitive information, maintaining organized records, and following company procedures all matter. Technology can support those responsibilities, but it does not replace your organization’s own policies, verification procedures, training, or regulatory obligations. For more information about how TESS handles personal information, see our Privacy Policy.

Escrow software security FAQ

Direct answers to common questions about TESS security and secure document access.

Does TESS use two-factor authentication?

Yes. TESS uses two-factor authentication to add an additional layer of protection beyond a password.

Does TESS email escrow documents to clients?

TESS is designed so clients can securely access and view documents rather than relying on sensitive documents sent as ordinary email attachments.

How does secure document access help reduce phishing and email risk?

Keeping sensitive documents inside an authenticated access environment reduces the number of copies sent through email inboxes, forwarded messages, and attachments. It does not eliminate phishing risk, but it reduces unnecessary exposure of the documents themselves.

Does TESS guarantee prevention of fraud or phishing?

No. No software can eliminate fraud or phishing risk. TESS is designed to reduce unnecessary exposure and add security controls around access to sensitive escrow information.

Where can I learn more about TESS data handling and privacy?

See the TESS Privacy Policy for additional information about data handling and security practices.

See security-first escrow software in action

We can walk you through how TESS handles client document access, two-factor authentication, and the day-to-day escrow workflow.

Request a TESS Walkthrough