Mann, McGibney & Jordan uses CertifID to fully meet the standard of care for protecting clients.

With wire fraud on the rise, Mann, McGibney & Jordan needed to enhance its wire fraud prevention policies. The old processes were costing time and peace of mind. After adopting CertifID, the firm feels much safer wiring funds, and the SoftPro 360 integration adds efficiencies and added layers of security.

Mann, McGibney & Jordan uses CertifID to fully meet the standard of care for protecting clients.

With wire fraud on the rise, Mann, McGibney & Jordan needed to enhance its wire fraud prevention policies. The old processes were costing time and peace of mind. After adopting CertifID, the firm feels much safer wiring funds, and the SoftPro 360 integration adds efficiencies and added layers of security.

Type:

Law Firm

Customer:

Mann, McGibney & Jordan, PLLC

Integration:

Mann, McGibney & Jordan, PLLC

Mann, Mcgibney & Jordan is a firm focused on getting your home purchase closed as efficiently and smoothly as possible. With decades of experience, the firm has the resources and staff to provide the best service and closing experience possible. Mann, Mcgibney & Jordan has three offices in the triangle and is dedicated to creating smooth and easy transactions every single time.

The Mann, McGibney & Jordan Story

Adopting any workflow change has the potential to add stress for employees. “Change is definitely hard.” says Olivia Grey, paralegal at Mann, Mcgibney & Jordan. Her firm had standard procedures in place to prevent wire fraud in their offices. Everyone was comfortable using those old processes and felt as though they were doing their best to secure every wire transfer. However, the fraud landscape continued to grow at an astounding rate, and Mann, Mcgibney & Jordan needed to implement a better solution to protect its offices and clients.

After a jarring mortgage payoff fraud experience, Mann, Mcgibney & Jordan knew its processes were no longer up to par. It had required a firm owner to wire all funds, including using call-back procedures to verify wiring instructions. These procedures were inefficient and still presented a security threat.

Mann, Mcgibney & Jordan ultimately selected CertifID as its tool for preventing wire fraud. With a rapidly growing team, the firm needed to ensure this solution was readily adoptable and tied into their existing processes. After quickly learning how to use CertifID herself, Olivia taught new staff the process with ease.

Additionally, CertifID integrates with SoftPro 360 - Mann, Mcgibney & Jordan's production software. The staff loves how easy it is to manage their CertifID requests directly in SoftPro 360 and have reports returned directly back into the system. Mann, Mcgibney & Jordan had relatively secure ways of managing those details in the past, but as Oliva says, “I think having that information within a secure place is even better.”

I think everyone that touches CertifID really, really likes it.

Olivia Grey, Paralegal at Mann, McGibney & Jordan

CertifID allows Mann, Mcgibney & Jordan to provide a consistent process for clients to receive wiring instructions. Mann, Mcgibney & Jordan can now communicate to all clients that wiring instructions will only be sent via CertifID, minimizing the client's chance of fraud via email or phone. Not only do Mann, Mcgibney & Jordan's clients now have a consistent process, but its staff does too. CertifID allows the Mann, Mcgibney & Jordan team to receive, track, verify, and save wiring instructions for any file within SoftPro 360, saving a significant amount of stress and time.

The added security CertifID offers also gives Mann, Mcgibney & Jordan peace of mind and makes the firm feel it is now fully meeting the standard of care for protecting its clients. Those same clients often come back with praise and appreciation for Mann, Mcgibney & Jordan taking diligent care of their funds.

When asked what message she would give to a firm contemplating using CertifID, Olivia said,

I honestly think it's one of the best investments that a firm can make to protect their business and to protect seller funds in terms of wiring. It's a small investment. It's a cost of doing business.

Olivia Grey, Paralegal at Mann, McGibney & Jordan

Ready to protect your company?

Request a Demo

Hear from more CertifID customers: