Case Study

Aspen Power is a developer of utility-scale and community-scale solar projects nationally.

They acquire sites, design the solar array, and perform all due diligence before construction can start. Then they sell that ready-made project to an entity that will build & operate the facility.

**A critical due diligence step is getting the property qualified so that one of the Fortune 500 title insurance companies can issue a title insurance policy on the land the project will sit on.**

Title Needs

Title searches and title insurance commitments on projects, nationally.

Problems

a. Verifying the landowner they are going to be leasing from, is really the legal party authorized to sign the lease. Why? Tax records, often relied upon in the short run, can be wrong for several reasons, most commonly because they can lag behind actual land-title records by as much as 12 months. Also, parties who believe they are rightful owners are sometimes not. This is due to wills, trusts or other documents that have been misinterpreted by the “landowners”. Title searches help clear these issues up.

b. Manually ordering & managing scores of title searches and title insurance commitments per year, from several employees, to many title providers, across all projects in all states.

c. Exchanging hundreds of emails to so the above – confirmations, clarification, status updates, problem resolution, delivery of scores of title PDFs, their invoices, invoice correction, and payment discussion.

d. Manual tracking of all the above. Every employee doing this differently, even though trained otherwise.

e. Inability of the manager to see each employee’s work and status of title on each project without holding countless, recurring, time-wasting meetings. Employee feedback at these meetings is largely based on anecdotal evidence from the employees, instead of accountable, verifiable info.

f. Inability of any other employee to continue the work of any absent employee – because some or all of their work is in a “silo” and inaccessible when absent to to illness, PTO, left the company or when fired. This means a forensic audit is needed to find or recreate the title work on that unavailable person’s projects.

Discovery of TL

a. We met them at a trade show, and encouraged their boss to see a demo.

b. The boss was interested and had her team see a demo.

Growth

TL opened their account, gave them logins and walked the team through the 1-minute process of entering the first order in a join Zoom call. All began ordering and managing their title work fully within the first 30 days.

Results

Every single one of their problems was solved by automation, standardized workflow on best practices, and a centralized workflow that all can see, access and continue in a millisecond when anyone is absent. And, they continued to work with the Fortune 500 title providers (search vendors & title insurance companies) they loved.

Why had they been forced to manage title manually?

There had never before been automation of title management & fulfillment. Until now. Title Leader unlocks unheard-of productivity. Simple automation of a complex and mandatory process. Finally.