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Forging Ahead:Tax Lien Tech
Jed Reitler VP Sales & Marketing
October 22, 2015
Forbes Insights
Wealth and Asset
Management
E&Y, SEI surveyed 407 senior execs
Competition“In spite of overall growth, 81% agree
they are facing significant
competitive pressure.”
October 22, 2015
Ops Efficiency“Well over half of
executives (56%) are in hot pursuit of
greater operational efficiency and cost
reductions."October 22, 2015
Technology“A vast majority of executives say they believe technology
can help improve their firms."
October 22, 2015
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
Servicing
Insource
Build Buy
Outsource
Servicer
Portfolio ManagementCollections and
PaymentsAnalysis and Reports
Build or Buy
Software Research Group – Bloomberg, 2014
Building a system costs 180% more for one-third of the planned design.
Not the Future
Spreadsheets
Manual Models
Email File Attachments
Manual Mailings
All-in-One System
1-Click Reports (Algorithm)
Collaboration Space
Automated Transactions
Yesterday Today
All-in-One System
Collaboration
Instant Analysis
LienApp® Demonstration
Live Interaction
LienApp®
Acquisition
Custodian
Redemption
Subsequents
Enforcement
Search AuditInstant Analysi
sExport Interfa
ce
Dashboard
DashboardInstant Return Volume
ValueDetails
Multiple Funds
Today
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® ReportsBorrowing Base Report
Rate of Return SummaryRate of Return by County
Rate of Return by Parcel ClassRate of Return of Subs by County
Account Holds • Audit • Transactions
Custodian Acquisition • Custodian Certification
Pending Redemptions with Partial Payments
Instant Analysis
Instant Analysis
ABC FundABC Fund
ABC Fund ABC Fund
Audit
Parcel Type
Thank YouQuestion and Answer Session
Recommended