Start Your
Transition

The Switch is Easy

But don’t take our word for it.

Members have already chiming in about how easy it is to transition to E-Closing DT. 

“Easy peasy, lemon squeezy - kind of like cleaning the garage: you dread doing it, work hard for a bit and are so happy after it is done, you can't believe you procrastinated seven months.”

— Fund Member, Gary Singer, Law Firm of Gary M. Singer, P.A.

Here are some great tips about the transition process:

1. Pick a date to switch 30 to 60 days from today.
2. Contact your Advisor to get things started or go to thefund.com/ecdt
3. Open a new trust account (if using E-Closing DT for Escrow Accounting).
4. Start files in your current closing software until your (transition) date.
5. Start files in E-Closing DT after that date.
6. Do this for one month, or until you only have a few stragglers in your other software.
7. Manually enter the stragglers in E-Closing DT.
8. Revel in your new-found abilities!

Now the hard part:

9. Clean out your old trust account of approximately 783 uncashed checks for less than ten bucks. You also get to clean out all the contacts and nonsense that has accumulated over the years.​