Here at Investors Title and National Investors Title, we are committed to the success of our customers and business partners. Our goal is to help you build.

Slides:



Advertisements
Similar presentations
Service Bureau General Ledger Jennifer Duff, CPA Director of Financial Solutions ext. 236 How to develop a reconciliation program.
Advertisements

Accounting Compliance Performance Risk Ramirez Enhanced Reporting Integrated accounting, compliance, performance and risk reporting and analytics Providing.
1 Payables Efficiency Through… Access Online PAYMENT PLUS.
Refunds More Hassle Than They’re Worth Utility Payment Conference.
Understanding Cash Flow Presented by Joanne L. Edgar, CPA.
2013.  Reconcile your checking account  Create bank reconciliation reports  Find errors during reconciliation  Correct errors found during reconciliation.
QuickBooks: Year-End Procedures
Student Activity Training FY15-16 Prepared by: HCISD Accounting Department.
1 Banking and Reconciliation. 2 To Certify As A Cash Handler  Visit the training website  Review the Payment Card Industry (PCI)
TAXCO BUSINESS SERVICES INC. Division of Des-Dawn Corporation BOOKKEEPING | PAYROLL | TAX FILING | TAX PLANNING | CONSULTING INTRODUCING TAXCO BILL PAY.
Improve Your Experience ExpressRelease Debit Card.
Bank Reconciliation Chapter 4. PAGE REF #CHAPTER 4: Bank Reconciliation SLIDE # 2 Objectives Reconcile your checking Create bank reconciliation reports.
ConCorp United, Inc. Your Automated Accounting and Tax Services.
Checking Accounts Open, Manage, and Reconcile. 1. What is a checking account?  A checking account is opened at a bank or other financial institution.
+1 (516) | | Small Business Accounting.
Accounting and Finance
Cash Handling – It’s my job
How to Learn Bookkeeping At Home?
UNIVERSITY RECEIVABLES Policy ▪ Resources ▪ Options
Chapter 4 Checking Accounts.
Track HDFC Loan Status Online
Unit 3 Review Learning Target: I will review the unit in preparation for an upcoming exam.
Profitability – How to drive Shareholder Focus
Cash and Liquidity Management Scenario Overview
Banking RFP & Transition Process NCLGIA Summer 2016 Conference
Understanding Contracts and Statements
4.01 Accounting and Finance
Internal Control and Cash
Escrow Account Reconciliation
Cash Handling – It’s my job
Tips on Second Mortgage
Open, Manage, and Reconcile
The Future of Accounting is here
Personal Finance Budget.
Credit Cards: More Than Plastic
If Necessary to hire or consult a financial Advisors Financial Advice.
The City National Difference
Flexgen Trustee Warrants to Checks Resource 2018
How To Find The Right Mortgage Deal
Internal Controls.
Accounting and Finance
AUDITORS & ACCOUNTANTS
Chapter 9 Cash Flow: The Lifeblood of a Business
Understanding Contracts and Statements
PHCC-National Association
Student Activity Training FY16-17
Bank On It.
Step-1: Project Documents Review Investor reviews the offering documents describing the EB-5 project. Overseas accredited investors are presented with.
University of South Florida Credit Card Presentation
Balancing your Checkbook
STUDENT FINANCIALS YEAR END PROCESSES
An Introduction to professional services
Accessing your LIVE Student Account
How To Choose Payroll Service Provider For Your Business?
Preparing Financial Statements
Comprehensive Medical Assisting, 3rd Ed Unit Three: Managing the Finances in the Practice Chapter 12 – Accounting Responsibilities.
Accounting Intelligence
Electronic Services from a School's Perspective PESC Annual Conference on Standards in Higher Education Judith Nemerovski Flink Director of Student Financial.
Student Activity Training FY 18-19
4.01 Accounting and Finance
Bookkeeping Services Irvine CA. Most people think outsourcing accounting and bookkeeping is only about cost-saving. But that’s NOT all.
Refunds: Today’s Challenges
Avvo is Recruiting - Can You Join the Team. Stephen C
Quarterly Business Review Template
Closing the Month in SAGE 300 CRE
Internal Controls.
Lesson 4.2 Banking Services and Fees
Checking Accounts and Bank statements
Internal Controls.
Presentation transcript:

Here at Investors Title and National Investors Title, we are committed to the success of our customers and business partners. Our goal is to help you build a profitable, self-sufficient business by providing solution-driven services and tools. We are committed to the success of our customers and business partners. Our goal is to help you build a profitable, self-sufficient business by providing solution-driven services and tools. 2015 NATIONAL INVESTORS

2015 NATIONAL INVESTORS

iTracs® offers escrow accounting services customized to meet the needs of your business, including reconciliation solutions that can help you comply with state regulations and ALTA Best Practices.  We help you manage your escrow account so you can focus on your core business while avoiding financial losses. iTracs® offers escrow accounting services customized to meet the needs of your business, including reconciliation solutions that can help you comply with State Regulators and ALTA Best Practices.  We help you manage your escrow account so you can focus on your core business while avoiding financial losses 2015 NATIONAL INVESTORS

The Solution Consulting: Reporting and Monitoring: Training Account Clean-Up Audit Preparation Reporting and Monitoring: Customized Alerts Daily Reporting Active Monitoring Positive Pay Options: Bank Integration and Automation Reverse Positive Pay Reconciliation Options: Daily or Monthly Three-Way Executive Risk Summary 2015 NATIONAL INVESTORS

Consulting Training Account clean-up Audit preparation Education and problem-solving 2015 NATIONAL INVESTORS

Reconciliation Options MONTHLY REPORTS Escrow Accts Daily & monthly reconciliations Automated or manual options Detailed reports Executive Risk Summary 2015 NATIONAL INVESTORS

Reporting and Monitoring Daily “Morning Reports” Standard alerts Custom alerts Available Funds Custom reports Account monitoring Uncleared wires and other debits Unmatched bank transactions Uncleared deposits and other credits Transactions with incorrect dates Payoff not cleared in X days Tax checks not cleared in X days Disbursements made to specific lenders Credit card payoffs Negative balances Undisbursed files Files with remaining funds 2015 NATIONAL INVESTORS

“Reverse” Positive Pay Automate disbursement file submission to the bank Files can be submitted with no manual intervention “Reverse” Positive Pay Report of transactions that don’t match in the closing software 2015 NATIONAL INVESTORS

Service As an iTracs® customer, you receive excellent customer service from a team of professionals. 2015 NATIONAL INVESTORS

What our customers are saying… “One of the best things I like is having the daily report. It helps me to keep up with the activity on our account on a daily basis. I don’t have to wait until the end of the month to resolve any issues which may need some attention, such as an outstanding check or deposit. Thank you to everyone at iTracs for making things so much easier.” − Sherry S. O’Neill N.C. Certified Paralegal Stephen C. Holton, Attorney at Law   “The customized reports allow our staff to prioritize and deal with outstanding matters quickly and efficiently. I encourage every lawyer I meet to use iTracs!” − Samuel Lindsay Carrington Bell Carrington & Price, LLC Greenville, SC “As most people know, change is never easy but we must adjust.  I was initially concerned about the processes in connection with doing “daily reconciliations” and how it was all going to come together.  However, our company signed on with iTracs and the entire process from getting signed up to now being completely online with them has been an absolute breeze.”  − Tina Merz Hill Country Titles, Inc. Fredericksburg, Texas “This is one product that actually lives up to what it promises. It's worth every penny that I pay for it. It buys me a lot of peace of mind.” − Douglas B Elliott, PA   2015 NATIONAL INVESTORS

Ask us about our 45 day FREE trial! For more information and pricing contact us at itracs@invtitle.com | 800.326.4842 or visit www.invtitle.com/itracs Ask us about our 45 day FREE trial! 2015 NATIONAL INVESTORS