Step 1 · Payment
Lender remits via escrow
● Pending
We invoiced Wells Fargo at bind. Lenders typically remit within 30–45 days of invoice. Nothing for the homeowner — or you — to do here.
Today 14:54Invoice sent
Jul 1 – 15Remittance expected
Jul 15+Status flips to Paid
Step 2 · Homeowner
Documents & e-sign
→ Link sent 14:54
We emailed Alex a one-click magic link to access their policy documents and e-sign the application + disclosures on Althea's portal. No printing, no DocuSign hand-off.
Today 14:54Link emailed to alex@hartley.com
Within 48h typicalHomeowner signs
Preview homeowner portal →
Step 3 · Inspection
Exterior inspection within 10 days
○ Scheduling
Althea will reach out to schedule a mandatory exterior inspection within the next 10 days. The homeowner does not need to be home — exterior only. Consent was captured at e-sign.
TodayInspection ordered
Within 2 business daysInspector reaches out to schedule
Within 10 daysExterior walkaround complete
ALTHEA
Harbor Insurance Agency
·
Richard ▾