Why Work with Us
We provide you and your staff to with essential tools for success.
With over a half-century of escrow expertise, I provide high-tier, personalized service at an accessible price point. My goal is to help your staff and improve your operations. I am proud to offer affordable, personalized service tailored to you, and both your management and your team.
Proper Record Keeping
Clarity you can count on.
Escrow Policies and Procedures
Procedures that power performance.
Audit and Security Programs
Safeguarding what matters most.
DFPI and DRE Compliance Policies
Standards that hold firm.
Escrow Officer/Assistant Training
Empowering teams to close strong.
Staffing Do's and Don'ts
The ethics of excellence.
Staff Performance Requirements
Raising the bar, unlimited potential growth.
Customer Service or Marketing
Service in action, marketing with purpose.
Escrow Essentials
David A. Shean, CSEO/CEI
At Escrow Essentials, we support and empower escrow organizations. We do this by providing the tools, training, and knowledge that teams need to feel confident and prepared. This way, every client enjoys a smooth, stress-free closing experience.
Larry O’Brien - The Escrow Leadership/Mgmt School
Clearly a leader and an essential voice within the California Escrow Community, David Shean (Mr. Escrow) brings a wealth of experience/knowledge to our industry. A true industry legend, focused on elevating you and your career growth!
Christy Holcomb - Manager/Escrow Officer Valleywide Escrow, Inc.
I have known Dave Shean for probably over 25 years now. Throughout the years I have reached out to Dave for help in all facets of the escrow closing process. He has given me a wealth of education in this business, and I shall always be grateful for it.
Deanna Lynch - PEAK Escrow Inc. CSEO President
“Dedicated ‘On Call’ Escrow Administration” does not say enough about David Shean and Escrow Essentials. Dave is always a phone call or email away when I have a question. His wealth of knowledge and experience is incredible.
Justin Graves - Escrow Innovation, Inc. Escrow Manager
Our team at Escrow Innovations, Inc. has had the pleasure of working with Dave Shean of Escrow Essentials for many years. Beyond compliance, Dave has provided customized amendment templates, practical tools, and hands-on guidance.
Malia Monroe - President Four Seasons Escrow, Inc
Escrow Essentials and David Shean have been a real life saver! From covering a desk to advice on a complicated file or business in general , I cannot say thank you enough!