Tax Lien Technology
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This document discusses how technology can improve efficiency and profitability for tax lien portfolio management. It notes that building proprietary software is more expensive than buying an existing solution. The document then promotes the LienApp software system, describing its features like all-in-one management, collaboration tools, instant reports, and dashboard for analyzing lien portfolios. A demonstration of the LienApp system is offered at the end.
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
- #2: Tom's 5 Trends: 1. Polarization 2.
- #12: Share in Real Time, Increase Security, Reduce Errors, Save Time and Money
- #13: 1 Click, Side-by-Side, Business Intelligence, Powers Superior Investments
- #16: Home screen with powerful dashboard Instant overview of portfolio return, value, and status by fund
- #17: Home screen with powerful dashboard Instant overview of portfolio return, value, and status by fund