Is your organization always able to identify and prevent theft surrounding title insurance and closing service transactions? Do you have your own enterprise risk management and auditing guidelines for preventing escrow and title insurance theft? Are you always prepared for an audit?
Our team will review your trust account to ensure that it is in sync with monthly bank activity, and also provide the critical reconciliation reports required by your state and underwriters. Our Daily Trust Account Reconciliation Service provides an extra layer of fraud protection, alerting you of any irregularities on your trust accounts. This simple and affordable solution allows you to spend your time more profitably and focus on your core business.
Results of the reconciliation are delivered to you on a monthly basis. Reports include:
In addition to everything you receive with Monthly 3-Way Reconciliation, Daily Reconciliation also includes:
"The most important thing SoftPro's reconciliation provides is peace of mind. I know that my reports will be delivered, on time and accurately."Jeffrey Ostlie
“Since upgrading to SoftPro, our efficiencies have improved to the point of now having 3 full-time paralegals and a full-time assistant supporting one attorney. Even better, the Trust Reconciliation Service is the best money I’ve ever spent! My trust reconciler checks my accounts daily, 3-way reconciliation monthly…I have no concerns! Upgrading to SoftPro was simply the best investment I’ve ever made in my business.”Craig Johannesmeyer
“SoftPro’s software is easy to use and new staff members have been able to quickly adapt to the software. The staff members in Technical Support and on the Reconciliation Team have been exceptional to work with, always helpful and very thorough!”Monica Schroeder
"Without the reconciliation service and the incredible efficiency of the SoftPro staff, I am embarrassed to say that our account would likely be neglected."Martha Parrette-Pray
"The daily reconciliation report is critical. I need to know that all funds have been deposited and what hasn't been cashed. Also, my underwriter audits are a breeze! They love the reports."Kira Dorocak
"Having a third party come in and the reconciliation is a great relief to our staff. Daily reconciliations are what I appreciate most about SoftPro and allow us to stay on top of any problems that are occurring."Tyler Jenkins
"By using SoftPro Reconciliation services, I get more to time for other tasks and it also keeps us CFPB compliant."Sylvia Kincaid
"SoftPro Reconciliation services give me peace of mind knowing that I have accurate, timely service with any question/issue I may have."Nedra Hall
"SoftPro Reconciliation services provide us with ALTA Best Practices compliance and allow our staff to focus on title production rather than accounting functions."Bev Brauer