Morrie started our company in 1980 and has been President ever since. As an attorney licensed in Indiana, he drafts our legal documents and oversees our overall operations. Also, he is licensed as an Indiana Title Insurance Producer, Indiana real estate broker, and as a Certified Instructor for real estate training in Indiana and Kentucky. Morrie has two IU degrees, including a J.D. from the IU-Bloomington School of Law. He is a member of the Indiana and American Bar Associations, Federation of Exchange Accommodators, Indiana and American Land Title Associations, and Indiana and National Association of Realtors®. Morrie is past President of the Monroe County Board of Zoning Appeals and both past and present member of ILTA’s Board of Governors. Experienced in tax-deferred exchanges, he has qualified as a Certified Exchange Specialist® and frequently acts as a qualified intermediary and exchange accommodation titleholder in forward and reverse 1031 exchanges via our sister company, 1031 Exchange Co., Inc. Morrie is a frequent presenter at professional seminars on subjects ranging from 1031 exchanges to title insurance and is the author of Buying & Selling a House in Indiana – A Lawyer’s Practical Tips which is available via Amazon.com.
Lisa was our first employee, has been with us since 1985, and is corporate Vice President. She focuses on examination of title searches and documents and prepares title insurance commitments for both commercial and residential transactions. Lisa also gives quotes and pricing for stand-alone searches, title premiums, and title services fees. She works in our Auto Mall Road office, is a licensed title insurance producer, and is a former member of the Indiana Land Title Association Board of Governors, remaining active on various ILTA committees. If she’s not pouring over documents or plotting legal descriptions, she’ll be fielding questions or generating commitments.
Shelley has been with the company since 1992, is corporate Secretary, and is a life-long Monroe County resident. Over the years she has worked both as a closer (commercial and residential) and as an examiner, meaning she analyzes title searches and evaluates documents prior to preparing title insurance commitments. Previously a paralegal, Shelley is a licensed Indiana title insurance producer and is active on various committees of the Bloomington Board of REALTORS®. She is the manager of our Downtown office and, among other duties, provides quotes for searches, title premiums, and title services fees.
Heather is another Monroe County native and is our company bookkeeper at Auto Mall Road. In addition to balancing the books of both TitlePlus! and 1031 Exchange Co., Inc., she also reconciles firm trust accounts, the settlement escrow account, and the 1031 exchange custodial trust account. Because most title agency audits start with funding and agency accounting matters, she is the focal point for title underwriters’ auditors, who track incoming and outgoing funds, monitor bank account reconciliations, and verify premium remittances. If an eye for detail is critical in the world of accounting (and it is), then Heather ranks right at the top.
Amber grew up in Monroe County and is firmly entrenched as receptionist at Auto Mall Road, but to think that’s her only role misses the point entirely. In addition to greeting clients and fielding in-coming calls, she handles the mail, opens new files, posts SureClose® (our online, transaction management software), orders supplies, coordinates property profiles, schedules closings, prioritizes title searches, and issues title insurance policies (she’s a licensed title insurance producer, of course). Put another way, Amber is the point person for our company and juggles more balls – and different types of balls – than anyone else.