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Title Alliance, Ltd & Your Company
Maximizing Customer Satisfaction & Profitability




                   February 8, 2008
Overview
•History

•The Plan

•Reporting & Tracking

•Critical Factors to Success

•Questions & Answers
History:
• Title Abstract Company, 1948

• First Affiliated Business Formed, 1983

• Title Insurance Underwriting Company Formed, 1979

• Sold to First American Title, 2004

• 6 Members of the Senior Management Team Purchased the Title
  Alliance piece back from First American, 2007
Operational Structure
• Real Company, RESPA Compliance
• In-House Manager
• Collaborative Style
   • Monthly Member Meetings. See Sample Agenda
Financial Structure

               Sample Joint
                 Venture



Title Alliance, Ltd         Partner
 51% Ownership           49% Ownership
Financial Structure
• Monthly Statements
   • See Sample Financial Statements
• SEC Filings
• Year End K1 Statements
• Quarterly Dividends paid directly to Members
Committed to YOUR Success, Part of YOUR Team
Manager Attendance at:
   • Monthly sales Meeting

   • Title 101, Taught by the Manager

   • Other Title Classes as deemed necessary
Sample Website
Sample Marketing Plan
Sample Capture Report




                  Applications and Closings are tracked on a monthly
                      basis. The Manager Reports monthly on the
                    number of deals captured by the Title Operation
                   from all those available in the Operation. Outside
                       closings are also tracked and monitored.
Critical Factors to Success
 Partner Selection, Robert Porter Lynch

 Commitment

 Communication

     Lack of Communication is the 2nd Highest Reason for Failure

 Embedded Operation
1 Million Reasons to Celebrate
What our Partners are Saying…
"I have been very pleased with the partnership between Bankers First
    Mortgage and Title Alliance. Our title company has been a good profit
    center and Title Alliance has proven to be a great company with which
    to partner. Michele Rist has done an excellent job in helping us
    manage the office, and is undoubtedly one of the reasons for our
    success. I look forward to continuing our relationship, and will always
    be happy to recommend Title Alliance to anyone considering a joint
    venture.”

George Hanzimanolis, Mortgage Company President
What our Partners are Saying…
"Our partnership with Title Alliance has produced outstanding results from
   day one. agents and clients have been thrilled with the world-class on-
   site settlement services they receive from this joint venture. a
   challenging real estate market, the profit from our Title Alliance
   partnership has made an important difference to our bottom line.“
Michael Maloney, Realtor
What our Partners are Saying…
"I must have talked to at least 5 major title companies over a 6 year period
    and never was able to structure a partnership that made financial
    sense to me. Then I met Bill O'Connell of Title Alliance. He explained
    their program and it sounded too good to be true. We formed a
    partnership 3 years ago and have been profitable since day one. End
    of story!”
Al Abbitt, Broker Owner
What our Partners are Saying…
"Our joint venture with Title Alliance has been a great partnership. Our
   agents are very supportive and appreciative of the great service and
   professional staff which support them in the servicing of their clients. It
   has been over three years and over 1.3 million dollars in profit and that
   speaks for itself.”
Paul DiCico, Broker Owner
What our Partners are Saying…
"Going in business with a title company is like getting married. You really need to
   know the whole family, their values and their past history. You want to get into
   business with a functional, not "dysfunctional ", well respected family. I knew
   from the beginning of our relationship that we would be profitable and I would
   not need to worry about operations or the quality of professional services; I
   am ecstatic about our profits and reputation in the industry. Best of all I don't
   have to do a thing except go to the bank and celebrate success with our
   agent partners.”
Cindy Dickerman, Broker Owner
What our Partners are Saying…
"We established our joint venture with Title Alliance in 1996. There has
  not been a moment when it has not been a pleasure. They have done
  everything they said they would do and more. When changing
  circumstances in the real estate world have taken place, they have
  responded quickly and provided the most excellent service. It is not
  unusual to capture 100% of available title orders. The confidence of
  the sales associates is a testimonial in itself.”

Carol McMichael, Broker Owner
What our Partners are Saying…
“I wanted to let you know that I am thrilled with the service,
    professionalism, and performance of your team. My expectations have
    definitely been exceeded.”

Tipper Williams, Broker Owner
Thank you for your time.




       February 8, 2008

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Title Alliance, Ltd.

  • 1. Title Alliance, Ltd & Your Company Maximizing Customer Satisfaction & Profitability February 8, 2008
  • 2. Overview •History •The Plan •Reporting & Tracking •Critical Factors to Success •Questions & Answers
  • 3. History: • Title Abstract Company, 1948 • First Affiliated Business Formed, 1983 • Title Insurance Underwriting Company Formed, 1979 • Sold to First American Title, 2004 • 6 Members of the Senior Management Team Purchased the Title Alliance piece back from First American, 2007
  • 4. Operational Structure • Real Company, RESPA Compliance • In-House Manager • Collaborative Style • Monthly Member Meetings. See Sample Agenda
  • 5. Financial Structure Sample Joint Venture Title Alliance, Ltd Partner 51% Ownership 49% Ownership
  • 6. Financial Structure • Monthly Statements • See Sample Financial Statements • SEC Filings • Year End K1 Statements • Quarterly Dividends paid directly to Members
  • 7. Committed to YOUR Success, Part of YOUR Team Manager Attendance at: • Monthly sales Meeting • Title 101, Taught by the Manager • Other Title Classes as deemed necessary
  • 10. Sample Capture Report Applications and Closings are tracked on a monthly basis. The Manager Reports monthly on the number of deals captured by the Title Operation from all those available in the Operation. Outside closings are also tracked and monitored.
  • 11. Critical Factors to Success  Partner Selection, Robert Porter Lynch  Commitment  Communication  Lack of Communication is the 2nd Highest Reason for Failure  Embedded Operation
  • 12. 1 Million Reasons to Celebrate
  • 13. What our Partners are Saying… "I have been very pleased with the partnership between Bankers First Mortgage and Title Alliance. Our title company has been a good profit center and Title Alliance has proven to be a great company with which to partner. Michele Rist has done an excellent job in helping us manage the office, and is undoubtedly one of the reasons for our success. I look forward to continuing our relationship, and will always be happy to recommend Title Alliance to anyone considering a joint venture.” George Hanzimanolis, Mortgage Company President
  • 14. What our Partners are Saying… "Our partnership with Title Alliance has produced outstanding results from day one. agents and clients have been thrilled with the world-class on- site settlement services they receive from this joint venture. a challenging real estate market, the profit from our Title Alliance partnership has made an important difference to our bottom line.“ Michael Maloney, Realtor
  • 15. What our Partners are Saying… "I must have talked to at least 5 major title companies over a 6 year period and never was able to structure a partnership that made financial sense to me. Then I met Bill O'Connell of Title Alliance. He explained their program and it sounded too good to be true. We formed a partnership 3 years ago and have been profitable since day one. End of story!” Al Abbitt, Broker Owner
  • 16. What our Partners are Saying… "Our joint venture with Title Alliance has been a great partnership. Our agents are very supportive and appreciative of the great service and professional staff which support them in the servicing of their clients. It has been over three years and over 1.3 million dollars in profit and that speaks for itself.” Paul DiCico, Broker Owner
  • 17. What our Partners are Saying… "Going in business with a title company is like getting married. You really need to know the whole family, their values and their past history. You want to get into business with a functional, not "dysfunctional ", well respected family. I knew from the beginning of our relationship that we would be profitable and I would not need to worry about operations or the quality of professional services; I am ecstatic about our profits and reputation in the industry. Best of all I don't have to do a thing except go to the bank and celebrate success with our agent partners.” Cindy Dickerman, Broker Owner
  • 18. What our Partners are Saying… "We established our joint venture with Title Alliance in 1996. There has not been a moment when it has not been a pleasure. They have done everything they said they would do and more. When changing circumstances in the real estate world have taken place, they have responded quickly and provided the most excellent service. It is not unusual to capture 100% of available title orders. The confidence of the sales associates is a testimonial in itself.” Carol McMichael, Broker Owner
  • 19. What our Partners are Saying… “I wanted to let you know that I am thrilled with the service, professionalism, and performance of your team. My expectations have definitely been exceeded.” Tipper Williams, Broker Owner
  • 20. Thank you for your time. February 8, 2008