For independent title and escrow owners

You built the title company people call when the closing gets complicated. Thinking about succession for your title company?

If you are thinking about succession, you should not have to choose between liquidity and the people, relationships, and reputation that made the company worth buying.

See what your agency could be worth Read the owner letter

Private first conversation
No staff, customer, agent, or lender contact before consent
Continuity first. Operating lift second.

Private conversation. No staff, customer, agent, or lender contact before consent.

We are building Roam Title Partners for owners who want a serious buyer, a quiet process, and a next chapter that does not make their team or market feel like strangers walked in.

A letter to owners

You built more than a file-processing business.

You built the place agents call when a file is messy, a payoff is late, an HOA package is missing, or a closing needs someone calm enough to keep the parties moving.

You trained people who know when software should help and when a human needs to slow down and make the call. You protected buyers, sellers, lenders, agents, and attorneys through work most people only notice when something goes wrong.

If you are ready to talk about succession, we want to do it quietly and directly. We will not call your staff, customers, agents, lenders, or underwriters before you say we can. We will not assume your brand should disappear. And we will not pretend that wires, funds movement, underwriting judgment, or title exceptions belong on autopilot.

Our job is simple: give you a fair path to liquidity, protect the local trust inside the business, and install better operating capacity behind the scenes after continuity is secure.

Roam Title Partners Private succession conversations for title and escrow owners

The owner promise

Fair. Transparent. Respectful. Trusted.

Fair

We look at owner earnings, file volume, branch load, payroll, referral mix, and transition needs.

Transparent

You will know what we need, why we need it, and who will see it before diligence begins.

Respectful

Your pace, confidentiality, staff communication, and local reputation shape the process.

Trusted

Brand, people, customer habits, and referral relationships are assets to preserve.

Promises before diligence

The rules are clear before anything sensitive is shared.

Your team hears it from you

Employees should not learn about a process accidentally or before there is a plan.

Your market stays calm

Agent, lender, attorney, builder, underwriter, and customer conversations wait for your approval.

Your name is treated as an asset

If the local brand carries trust, preserving it may be the right starting plan.

Escrow judgment stays human

Technology can support repetitive coordination. It does not replace qualified people on regulated decisions.

Real operating context

There is a real real-estate transaction team behind this conversation.

Roam has built in complex residential transactions: paperwork, partner coordination, seller protection, affordability, and time-sensitive closing work. We are bringing that operating discipline to title and escrow succession.

TechCrunch

Roam's Khosla-led Series A

TechCrunch covered Roam's $11.5M Series A, Raunaq's Opendoor background, and Roam's work facilitating assumable-mortgage home sales.

Read coverage

HousingWire

Launch and market context

HousingWire covered Roam's launch, early backers, board and advisor context, and the operational complexity around assumption transactions.

Read coverage

PR Newswire

Opendoor partnership

Roam announced a partnership with Opendoor and publicly listed backers including Wu, Rabois, Founders Fund, and Khosla Ventures.

Read release

Seen in TechCrunch HousingWire

Backed by Khosla Ventures Founders Fund

Partnered with Opendoor

Roam credibility

Publicly reported backers, partners, and operating context.

Khosla Ventures
Founders Fund
Eric Wu
Keith Rabois
Opendoor

Title-office reality

We know what breaks inside a title office.

Order intake gets messy fast

Contracts arrive by email with missing contacts, lender updates, amendments, and date changes that staff must chase.

Third-party items eat the day

Payoffs, HOA estoppels, municipal searches, and releases require follow-up that is important but repetitive.

Status calls hide the real work

Agents and lenders want visibility, but every preventable status call pulls closers back into processor work.

Some decisions should never be automated

Wire instructions, funds movement, title exceptions, underwriting judgment, and escrow disputes stay with qualified people.

The acquisition process

A quiet path from first conversation to first 90 days.

You should know the path before you share anything sensitive. The process is staged, confidential, and designed to keep you in control of who knows what and when.

01
Private call

Your goals, timing, transition hopes, and what you want protected.
02
NDA

Confidentiality before financials, sample files, or referral detail.
03
First read

P&L, policy volume, file mix, payroll, rent, and owner add-backs.
04
Workflow review

Where the team loses time in intake, chase work, and status updates.
05
Valuation range

Cash at close, rollover option, staged transition, and owner role.
06
LOI

Terms, exclusivity, diligence plan, and communication rules.
07
Diligence and close

Financial, compliance, underwriter, legal, customer, and systems review.
08
First 90 days

Protect continuity, then install operating lift quietly behind the scenes.

After close

The first job is making sure people still recognize the company.

What stays local

Brand equity

Preserve the name if it carries local trust.

Staff judgment

Keep experienced closers and processors in decision loops.

Referral relationships

Protect agent, lender, attorney, builder, and underwriter expectations.

Service habits

Keep the communication norms customers already trust.

What gets easier

Intake

Turn inbound order emails and attachments into structured work.

Payoff and HOA chase

Track missing third-party items and draft safe follow-up.

Status visibility

Reduce avoidable status calls with cleaner file-level visibility.

Post-close cleanup

Catch routine loose ends before they become staff drag.

Operating platform

What we install quietly after continuity is protected.

The goal is not to make your team learn another shiny tool. It is to remove repetitive file-work from their day so closers and processors can spend more time on exceptions, relationships, and judgment.

Inbound email

New purchase contract attached

Agent sends executed contract, buyer contacts, lender information, and requested close date.

Attached artifact Contract.pdf

Prepared for staff review

Purchase contract fields

Buyer and seller namesMatched
Property addressMatched
Close date and option periodExtracted
Earnest money termsReview

Safe action lane

Open intake checklist
Request lender contact
Send secure upload link

Held for human review

Funds instructions
Escrow exceptions

Open live intake demo

See the operating method in a real workflow, then decide if a private conversation makes sense.

The business case

A better operating system should show up in the P&L.

Files per employee

Reduce repetitive intake, chase, and status work so existing teams can handle more volume.

Gross profit per file

Better workflow discipline protects margin without asking closers to carry every admin task.

Referral-share gain

Cleaner partner communication can make the agency easier for agents and lenders to trust.

Compliant data advantage

Closing graph insight can improve operations and growth without crossing RESPA or funds boundaries.

Fit

This is for owner-led agencies where reputation still matters.

Likely fit

Owner-led independent title or escrow agency.
Strong local reputation and repeat referral base.
Meaningful file volume with visible process bottlenecks.
Owner wants liquidity, succession, or a staged role after close.

Probably not a fit

Owner wants an auction with no confidentiality constraints.
Business relies on one fragile referral source without transition support.
Known compliance issues cannot be diligenced cleanly.
Staff cuts are the core value-creation plan.

Before sharing financials

Questions owners ask before a confidential valuation.

Will my employees know I am exploring this?

No. Early conversations and initial diligence are owner-led. Staff contact happens only with your consent and a communication plan.

Will you call my customers, agents, lenders, or underwriters?

No customer, referral partner, or underwriter contact before owner approval. Relationship preservation is part of the acquisition plan.

Do you require a rebrand?

No. If the local name carries trust, preserving it may be the right starting plan.

What information is needed for a valuation?

Usually three years of P&L, file and policy volume, branch/staffing detail, major expense notes, system map, and referral concentration.

Where does automation stop?

Automation can help with repetitive intake, document routing, status follow-up, and task prep. Wires, funds movement, underwriting judgment, and exceptions stay under human control.

Can the owner stay involved after close?

Yes. Some owners want a clean exit, some want a staged transition, and some want rollover upside with a defined operating role.

Confidential valuation

Start with a private owner conversation.

Tell us enough to understand the business, your timing, and what you want protected. The first conversation is private and owner-led.