Tax Lien Technology
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Forging Ahead with Tax Lien Technology to Drive Efficiency and Realize Profitability
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Tax Lien Technology
- 1. Forging Ahead: Tax Lien Tech Jed Reitler VP Sales & Marketing
- 2. October 22, 2015 Forbes Insights Wealth and Asset Management E&Y, SEI surveyed 407 senior execs
- 4. Ops Efficiency October 22, 2015
- 6. Profitability Technology → Efficiency → Profitability More Than Convenient, Tech is Profitable What is Your Operating Expense? Annual Impact on Your IRR What are Your Liabilities? Errors Data Loss Redundancy Security Breach
- 7. Servicing Insource Build Buy Outsource Servicer Portfolio Management Collections and Payments Analysis and Reports
- 8. Build or Buy Software Research Group – Bloomberg, 2014 Building a system costs 180% more for one-third of the planned design.
- 9. Not the Future Spreadsheets Manual Models Email File Attachments Manual Mailings All-in-One System 1-Click Reports (Algorithm) Collaboration Space Automated Transactions
- 11. Collaboration
- 12. Instant Analysis
- 15. LienApp® Acquisition Custodian Redemptio n Subsequents Enforcement Search Audit Instant Analysis Export Interface Dashboard
- 17. Instant Reports Instant reports in seconds Compare side-by-side reports with minor changes Interface with systems (QuickBooks) Export to PDF, Excel, Image, Web, or Word Powerful Parameters Choose Funds Dates and States County, Parcel Type Subsequent Liens LienApp® Reports Borrowing Base Report Rate of Return Summary Rate of Return by County Rate of Return by Parcel Class Rate of Return of Subs by County Account Holds • Audit • Transactions Custodian Acquisition • Custodian Certification Pending Redemptions with Partial Payments
- 18. Instant Analysis
- 19. Instant Analysis ABC FundABC Fund ABC Fund ABC Fund
- 20. Audit
- 21. Parcel Type
- 22. Thank You Question and Answer Session
Editor's Notes
- Tom's 5 Trends: 1. Polarization 2.
- Share in Real Time, Increase Security, Reduce Errors, Save Time and Money
- 1 Click, Side-by-Side, Business Intelligence, Powers Superior Investments
- Home screen with powerful dashboard Instant overview of portfolio return, value, and status by fund
- Home screen with powerful dashboard Instant overview of portfolio return, value, and status by fund