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Tax Lien Technology

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Forging Ahead with Tax Lien Technology to Drive Efficiency and Realize Profitability

Published in: Real Estate
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Tax Lien Technology

  1. 1. Forging Ahead: Tax Lien Tech Jed Reitler VP Sales & Marketing
  2. 2. October 22, 2015 Forbes Insights Wealth and Asset Management E&Y, SEI surveyed 407 senior execs
  3. 3. Competition October 22, 2015
  4. 4. Ops Efficiency October 22, 2015
  5. 5. Technology October 22, 2015
  6. 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. 7. Servicing Insource Build Buy Outsource Servicer Portfolio Management Collections and Payments Analysis and Reports
  8. 8. Build or Buy Software Research Group – Bloomberg, 2014 Building a system costs 180% more for one-third of the planned design.
  9. 9. Not the Future  Spreadsheets  Manual Models  Email File Attachments  Manual Mailings  All-in-One System  1-Click Reports (Algorithm)  Collaboration Space  Automated Transactions
  10. 10. All-in-One System
  11. 11. Collaboration
  12. 12. Instant Analysis
  13. 13. LienApp® Demonstration Live Interaction
  14. 14. LienApp® Acquisition Custodian Redemptio n Subsequents Enforcement Search Audit Instant Analysis Export Interface Dashboard
  15. 15. Dashboard Instant Return Volume Value Details Multiple Funds Today
  16. 16. 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
  17. 17. Instant Analysis
  18. 18. Instant Analysis ABC FundABC Fund ABC Fund ABC Fund
  19. 19. Audit
  20. 20. Parcel Type
  21. 21. Thank You Question and Answer Session

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