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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.

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Presentation on theme: "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."— Presentation transcript:

1 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

2 2015 NATIONAL INVESTORS

3 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

4 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

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

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

7 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

8 “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

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

10 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

11 Ask us about our 45 day FREE trial!
For more information and pricing contact us at | or visit Ask us about our 45 day FREE trial! 2015 NATIONAL INVESTORS


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