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ESCROW AND TITLE INSURANCE

CONSULTING SERVICES

EXPERT WITNESS ANALYSIS AND TESTIMONY

INDUSTRY MEDIATION SERVICES 

AFFILIATED BUSINESS 

ARRANGEMENT SOLUTIONS

EXPERT REGULATORY KNOWLEDGE

EXTENSIVE TITLE

SEARCHING SERVICES 

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QUALIFICATIONS

ESCROW AND TITLE INSURANCE INDUSTRY BUSINESS CONSULTING

With over 40 years of escrow and title insurance ownership and operational experience, we offer business consulting services that extend from evaluating financial performance to operational efficiencies department by department.  We can introduce you to new ways to bring cost and time savings to your operation, including outsourcing the mundane escrow and title tasks giving your personnel more time for relationship building.  Call us!

EXPERT WITNESS SERVICES

Our expert witness services are unparalleled anywhere in the Western United States.  We leverage our decades of experience and write Standard of Care Reports that are written from the Industry perspective.  They are clear, concise and accurate.  They offer client the “inside look” at how escrow and title companies operate.  We incorporate the American Land Title Association Best Practice Pillars into our reports to further support our findings.  We are well experienced in being deposed and providing testimony.

AGENCY FORMATION

AND OPERATION

Are you thinking of expanding your company into a new state?  Do you create a revenue stream you would like to leverage?  Call us!  We have years of building new agency operations tailored to your needs.  We have excellent relationships with the vendors and regulators you will need to license and operate your own company.  We know how to assemble them and integrate your business model into a profitable operation.

EXTENSIVE TITLE

SEARCHING SERVICES

Have you ever had the need for a title search that no title company wanted to perform?  Was the search too complex?  Did your company not have the time to commit to the search?  Did they not have qualified staff?  Did your company not have title records necessary?  If you have encountered any of these issues, call us.  We do the work no one else wants to do.  Mining claims, railroad rights of way, surface rights, reserved mineral estates, and conflicting property lines are just some of the challenges we thrive on!

INDUSTRY REGULATORY ANALYSIS AND CONSULTING SERVICES

State and Federal regulators and legislators require constant monitoring.  We work in concert with your Lobbyists and trade associations to bring our experience to the process.  We offer testimony services from an industry perspective when new legislation is proposed or current legislation is being modified.  We strive to understand your needs and make sure you are heard.

INDUSTRY LITIGATION MEDIATION SERVICES

Finding a mediator that is experienced in the escrow and title industries is difficult.  Too often, a mediator claims “real estate experience” which upon examination does not include our specific industries.  Our mediator has spent her entire decades-long career as inside counsel for several of Arizona’s largest escrow and title operations.  Her qualifications to act as a mediator for your litigation are exemplary.  Whether you are dealing with residential or commercial issues, please call us!

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ABOUT US

We offer a broad array of consulting services, from forming new companies to building new affiliated business arrangements.  Structuring new business models and updating IT solutions is familiar territory.  We are experts in finding niche markets.

 

With over 40 years of experience in the escrow and title industries, we are uniquely qualified to speak inside-the-industry language when providing you expert witness services.  We will unquestionably let your adversaries know you are representing your clients from a position of strength, knowledge and expertise. The depth of our industry resources ranges from local to regional to national.  Our sphere of influence is as solid as it is broad.

When you have needs in the escrow or title insurance industries that are so particular and unique that you can't find anyone to help you, call us. We are unconstrained in our quest for a solution. 

REFERENCES

MR. THOMAS C. HORNE, ESQ.
Horne Slaton, PLLC
Scottsdale, Arizona

MR. EVAN P SCHUBE, ESQ.
MANNING & Kass
Elrod, Ramirez, Trester LLP
Scottsdale, Arizona

“This is a reference for Rex Caldwell. We retained him as an expert on an extremely complex negligence action against a title company. The issue involved negligence by the title company in failing to protect against a wire fraud as result of which our client lost $1/2 million. Mr. Caldwell was always easy to work with, and prepared a very thorough report that showed great depth of knowledge regarding the title company industry, and procedures for preventing fraud. I would not hesitate to use him in the future as an expert for any similar type of case.”
 

CASSANDRA H. AYRES, ESQ.

FRANKLIN JEANS, ESQ.

BEUS GILBERT PLLC
Phoenix, Arizona

“After many weeks of searching for an expert witness to assist in litigation involving coverage under a title insurance policy, wading through phone numbers that were no longer valid, and conflict after conflict with the opposing party, we were directed to Rex Caldwell.  We could not be more pleased.  Rex was able to use his more than 40 years of experience in the title industry to appreciate the complexity of our case, butthen distill that complexity into concepts that are easily understood.  We call on Rex more and more to get his thoughts on title issues in many of our other litigation matters as well as our transactional work. 

Rex combines unparalleled experience and insight, humor and professionalism.  Rex has rapidly become our “go to” guy for all title and related issues.”

“We had the opportunity to work with Mr. Caldwell involving litigation where the title company’s Standard of Care was central to a successful resolution of the case.  After reviewing the relevant material, Mr. Caldwell independently identified the pertinent issues and facts, then drafted a clear, concise, and persuasive expert opinion.  He also provided valuable insight based upon his business experience, which formed an essential part of our settlement and litigation strategy.  The litigation was quickly and favorably resolved due in large part to Mr. Caldwell’s efforts.  We intend to utilize his services again.”

MR. STEVEN M. BRECHNER, CEO

Prestige Title & Escrow Agency
Chandler, Arizona

“Our company exists as it does today because of Rex Caldwell. As a new company without direct experience in the title and escrow industry, Rex took us from ground zero to

a fully licensed company ready to comfortably operate. Rex knows the right people to work with and has a deep understanding of the title and escrow industry, both in operations and also from an owner’s perspective. Rex is smart, reliable, hands on, and very responsive. He endeavors to make sure that no stone is left unturned and excels in the necessary details. Whether serving as an expert on a complicated legal matter, helping with licensing issues or handling matters pertaining to business operations, Rex is someone that you can

rely on to deliver what you need. It is

without hesitation that I would recommend Rex for any project related to the title and escrow industry.”
 

ATTORNEYS

CONTACT US

REX S. CALDWELL, PRINCIPAL

Email: rcaldwell@caldwellconsultingservices.com
Tel:  602-721-1863

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