Innovative by Instinct We are committed to the
Innovative by Instinct 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.
i. Tracs® 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.
The Solution Consulting: • Training • Account Clean-Up • Audit Preparation Reconciliation Options: • Daily or Monthly • Three-Way • Executive Risk Summary Reporting and Monitoring: • Customized Alerts • Daily Reporting • Active Monitoring Positive Pay Options: • Bank Integration and Automation • Reverse Positive Pay
Consulting q Training q Account clean-up q Audit preparation q Education and problem-solving
Reconciliation Options q Daily & monthly reconciliations q Automated or manual options q Detailed reports q Executive Risk Summary
Reporting and Monitoring q Daily “Morning Reports” § Standard alerts § Custom alerts § Available Funds q Custom reports q Account monitoring Payoff not cleared in üü Uncleared wires and X days üother debits Negative balances Tax checks not üüüUnmatched bank Undisbursed files cleared in X days transactions ü Files with remaining Disbursements üü Uncleared deposits and funds made to specific other credits lenders ü Transactions with ü incorrect dates Credit card payoffs
Positive Pay q Automate disbursement file submission to the bank q Files can be submitted with no manual intervention “Reverse” Positive Pay q Report of transactions that don’t match in the closing software
Service As an i. Tracs® customer, you receive excellent customer service from a team of professionals.
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 i. Tracs 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 i. Tracs!” − Samuel Lindsay Carrington Bell Carrington & Price, LLC Greenville, SC “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 “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 i. Tracs 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
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!
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