Corporate Settlement Solutions
Corporate Settlement Solutions is a privately held provider of integrated valuation, title, and closing services for regional mortgage and home equity lenders, operating in 20+ states with a wholly-owned 1031 exchange subsidiary. Founded in 1992 and headquartered in Ohio, the company serves regional banks, credit unions, and IMBs through LOS-integrated workflows.
- Company typePrivate
- Founded1992
- HeadquartersTraverse City, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Corporate Settlement Solutions does
Corporate Settlement Solutions (CSS) is a privately held, founder-led provider of integrated valuation, title, and closing services for regional mortgage and home equity lenders, headquartered in North Olmsted, Ohio, with additional Michigan closing branches. Founded in 1992 by Jerome Jelinek (now Executive Chairman, with Ashley Jelinek assuming the CEO role in February 2024), the company has operated for more than 30 years and maintains appraisal management licensing across 20+ states with national reach for home equity title and closing.
CSS delivers its services through a transaction-fee revenue model across four product pillars: valuation services (appraisal management, AVMs via Veros, evaluation, and hybrid appraisal products), title services (title search, title insurance, and property reports for residential and commercial transactions), closing services (in-person, hybrid, and Remote Online Notarization through NotaryCam), and 1031 exchange facilitation through its wholly-owned subsidiary Corporate Exchange Services (CXS), which has operated since 1995. The company maintains a network of vetted appraisers, abstractors, notaries, and closing attorneys coordinated by a centralized team. Technology is delivered through a proprietary LOS-integrated platform with native integrations into Encompass and MeridianLink, an Online Transaction Center for commercial closings, CertifID wire instruction verification, and a remote earnest money deposit mobile capability.
CSS targets three primary customer segments: regional banks, credit unions, and independent mortgage banks (IMBs). Its GTM is enterprise field sales backed by content marketing (blogs, eBooks, webinars, case studies) and a Home Equity Valuation Savings Calculator. The company holds SOC 2 Type 2 and ALTA Best Practices certifications and reports a 90%+ customer retention rate over the past five years, with a 4.9/5 borrower satisfaction rating. The company is privately held with no disclosed external investors or parent entity.
Corporate Settlement Solutions firmographics
Firmographics- Name
- Corporate Settlement Solutions
- Legal name
- Corporate Settlement Solutions
- Website
- https://visitcss.com
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Corporate Settlement Solutions is a privately held provider of integrated valuation, title, and closing services for regional mortgage and home equity lenders, operating in 20+ states with a wholly-owned 1031 exchange subsidiary. Founded in 1992 and headquartered in Ohio, the company serves regional banks, credit unions, and IMBs through LOS-integrated workflows.
- Ownership category
- akta.pro rank
Corporate Settlement Solutions industry classification
Industry- Product category
- Real Estate Settlement Services
- NAICS
- Title Abstract and Settlement Offices (541191)
- SIC
- Mortgage Bankers & Loan Correspondents (6162)
- akta.pro primary industry
- Closing & Settlement Services (Settlement Agents) (BPAJAOAE)
- akta.pro secondary industry
- Reverse Mortgage Valuation, Title & Closing Services (Appraisal/Settlement) (FSALAIAH)
Keywords
Where Corporate Settlement Solutions is headquartered
LocationHeadquarters
- HQ city
- Traverse City
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Corporate Settlement Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Valuation Services: Appraisal management, AVM, evaluation, and hybrid appraisal services for mortgage and home equity lenders. Revenue generated per transaction based on valuation type ordered.
- Title Services: Title search, title insurance, and property reports for residential and commercial transactions. Revenue per title order with warranty coverage options.
- Closing Services: Closing coordination including in-person, hybrid, and RON closings. Revenue generated per closing transaction across multiple states.
- 1031 Exchange Services: Exchange facilitation through Corporate Exchange Services (CXS), a wholly-owned subsidiary, handling simultaneous and deferred forward, reverse, improvement, real estate, and personal property exchanges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Custom pricing based on service type and volume |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Corporate Settlement Solutions product offering
Product offeringCore offering
Corporate Settlement Solutions provides integrated valuation (appraisal management with AVM, evaluation, hybrid, and full appraisal), title (search and insurance), and closing (in-person, hybrid, and Remote Online Notarization) services to regional mortgage and home equity lenders. Services are delivered through LOS-integrated ordering, a centralized team model, and a wholly-owned 1031 exchange subsidiary, supporting banks, credit unions, and independent mortgage banks across 20+ U.S. states.
Product overview
Corporate Settlement Solutions offers a platform of integrated valuation, title, and closing services for regional mortgage and home equity lenders. The core offerings include Appraisal Management (with AVM, Evaluation, Hybrid Appraisal, and Full Appraisal products), Refinance Title and Closing, Home Equity Title and Closing, eClosing (RON/hybrid/in-person), Commercial Title, and 1031 Exchange services through its CXS subsidiary. These products are designed to work together within lenders' existing LOS systems, providing end-to-end support from valuation through closing. The company also provides an Online Transaction Center for commercial closings and a Home Equity Valuation Savings Calculator as supporting tools.
Differentiator
Problem solved
Functional benefit
Products and services
- Appraisal Management Manages appraisal ordering, tracking, and quality control for lenders through a vetted appraiser network, with automated quality checks, manual oversight, LOS integration, and panel management. Includes AVM with Photo Condition Report, Evaluation, Hybrid Appraisal, and Full Appraisal valuation products ordered per loan.
- Refinance Title and Closing Centralized refinance title search, title insurance, and closing coordination for lenders, delivering title commitments in under 2 business days and final policies in under 5 days, with electronic, hybrid, and in-person closing options.
- Home Equity Title and Closing Tailored title and closing solution for home equity loans, with property reports delivered in under 2 days, revision rates under 3%, and warranty coverage up to $500K on loans up to $750K. Available nationally.
- eClosing Electronic closing solution for lenders offering Remote Online Notarization (RON), hybrid closings, and full eClosings, leveraging NotaryCam for the RON experience tailored to borrower preferences and state requirements.
- Commercial Title Commercial real estate title search, underwriting, and closing service for lenders and developers, with 24/7 access to transaction information, proactive status updates, and a consistent team approach to complex multi-parcel deals.
- Closing Technology Platform Online Transaction Center for commercial closings providing 24/7 access to transaction information, document uploads, real-time progress tracking, shipping notifications, remote earnest money deposit, an online fee calculator, and CertifID-based wire instruction verification.
- Corporate Exchange Services (CXS) - 1031 Exchanges Wholly-owned subsidiary of CSS specializing in 1031 exchange facilitation since 1995, including simultaneous, deferred forward, reverse, improvement, real estate, and personal property exchanges. Member of the Federation of Exchange Accommodators with a Certified Exchange Specialist on staff.
- FSBO (For Sale By Owner) Support Title and closing service for for-sale-by-owner transactions, covering title search, closing document preparation, and post-closing activities.
Quantifiable outcome
- Hybrid appraisals cut appraisal expenses by 50% while reducing turnaround times
- +5 more outcomes
Companies that use Corporate Settlement Solutions
Customer profileNamed customers14 records
Segments3 records
Ideal customer profiles3 records
Corporate Settlement Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature5 records
Corporate Settlement Solutions partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- StewartcoreTitle insurance underwriter partner providing title insurance products and support for CSS closing services across multiple states.
- Old RepubliccoreTitle insurance underwriter partner providing title insurance products and support for CSS closing services across multiple states.
- Fidelity National Title GroupcoreTitle insurance underwriter partner providing title insurance products and support for CSS closing services across multiple states.
- VeroscoreValuation technology provider offering automated valuation models and data analytics for CSS appraisal management services.
- NotaryCamcoreRemote Online Notarization (RON) platform partner enabling electronic closings and notarizations for CSS clients across eligible states.
- CertifIDcoreWire fraud protection and identity verification technology for secure delivery and verification of wire instructions and payoff details in real estate transactions.
- EncompasscoreMajor loan origination system (LOS) integration partner enabling CSS customers to order and track valuation and title services directly within the Encompass platform.
- MeridianLinkcoreLoan origination system integration partner allowing CSS customers to place orders, pull quotes, and manage transactions through the MeridianLink platform.
- Corporate Exchange Services (CXS)coreWholly-owned subsidiary of Corporate Settlement Solutions specializing in 1031 exchange facilitation since 1995. Member of Federation of Exchange Accommodators (FEA) with Certified Exchange Specialist on team.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Corporate Settlement Solutions competitors and assessment
Company assessmentEmerging players
- Qualia: Cloud-based title, escrow, and closing platform serving title agents, underwriters, and lenders — an emerging technology-enabled competitor targeting many of the same workflows CSS performs and providing the digital closing experience CSS differentiates on.
- Accurence: Property inspection and valuation technology provider for mortgage lenders — overlaps with CSS's appraisal management / hybrid valuation offering at a more technology-led, narrower product scope.
Broad incumbents
- Stewart Title: Large national direct title insurance underwriter and agent network. Serves as both a CSS underwriter partner and a broad competitor across the title and closing workflow CSS performs as an agent.
- Fidelity National Title (FNF): Largest US title insurance underwriter with national agency and direct operations. As one of CSS's underwriter partners, it also competes in the same lender title/closing services space.
- First American Title Insurance Company: One of the largest US title insurance carriers offering direct title and escrow services. Competes broadly in the same title and closing workflow where CSS operates as an agent.
- Old Republic National Title: National title insurance underwriter with a broad agency network. Functions as a partner underwriter for CSS while also competing for the same lender title/closing relationships at a national scale.
Direct peers
- PropLogix: Vendor of title search, closing, and curative services to lenders, brokerages, and real estate professionals — a closely comparable peer in title/closing services to regional lenders.
- ServiceLink (Black Knight / ICE Mortgage Technology): Loan origination-adjacent vendor offering title, closing, and appraisal-related services tightly integrated with the Encompass LOS (which CSS also integrates into). Competes head-to-head with CSS for lender workflow outsourcing tied to Encompass deployments.
- SitusAMC: One of the largest US appraisal management companies and mortgage advisory firms, providing appraisal, valuation, and asset management services to lenders — a direct functional competitor to CSS's appraisal management offering at a much larger scale.
- Nationwide Title Clearing: Specialized title and closing services provider serving national lenders, mortgage servicers, and investors — a close peer in scale and product mix to CSS's title and closing business for residential transactions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Corporate Settlement Solutions social profiles
Digital presenceCorporate Settlement Solutions compliance and trust
Trust signalCompliance2 records
Corporate Settlement Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Corporate Settlement Solutions leadership team
Management profileNumber of profiles
Profiles4 records
Corporate Settlement Solutions subsidiaries and ownership
Company hierarchySubsidiaries1 record
Corporate Settlement Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Corporate Settlement Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Corporate Settlement Solutions
What does Corporate Settlement Solutions do?
Corporate Settlement Solutions provides integrated valuation (appraisal management with AVM, evaluation, hybrid, and full appraisal), title (search and insurance), and closing (in-person, hybrid, and Remote Online Notarization) services to regional mortgage and home equity lenders. Services are delivered through LOS-integrated ordering, a centralized team model, and a wholly-owned 1031 exchange subsidiary, supporting banks, credit unions, and independent mortgage banks across 20+ U.S. states.
Is Corporate Settlement Solutions a public or private company?
Corporate Settlement Solutions is a private company. It is classified as family owned and is currently operating.
When was Corporate Settlement Solutions founded?
Corporate Settlement Solutions was founded in 1992. It employs 51 to 100 people.
Where is Corporate Settlement Solutions based?
Corporate Settlement Solutions is headquartered in Traverse City, United States, in the North America region.
How does Corporate Settlement Solutions make money?
Four revenue lines are on record. Valuation Services are the primary driver. The others are title Services, closing Services and 1031 Exchange Services.
Who are Corporate Settlement Solutions's main competitors?
Emerging players on record are Qualia and Accurence. Broad incumbents are Stewart Title, Fidelity National Title (FNF), First American Title Insurance Company and Old Republic National Title. Direct peers are PropLogix, ServiceLink (Black Knight / ICE Mortgage Technology), SitusAMC and Nationwide Title Clearing.
Does Corporate Settlement Solutions have an API?
No public API is recorded for Corporate Settlement Solutions.
What industry is Corporate Settlement Solutions in?
Corporate Settlement Solutions's product category is Real Estate Settlement Services. Its primary akta.pro industry code is BPAJAOAE, Closing & Settlement Services (Settlement Agents), with a secondary code of FSALAIAH, Reverse Mortgage Valuation, Title & Closing Services (Appraisal/Settlement). Its NAICS code is 541191 and its SIC code is 6162.