Title Insurance Fiduciary Bookkeeping

We know the in’s and out’s of Title Insurance & Escrow Accounting which will keep your company compliant with both your Underwriters and State licensing agencies. We can handle the full spectrum of your Title Insurance bookkeeping needs, or we can tailor a package that seamlessly fits within your current organization’s structure. Whichever you prefer, we oversee your books to ensure your Underwriters are satisfied, your liabilities are minimized and your audits are stellar!

What We Offer:

• Knowledge and experience of many Title Insurance industry software programs: TrackerPro, TACS(Magram), Gators, RamQuest, and others.
• Post-Closing receipt and breakdown of all monies related to insured transactions.
• Data-entry of all closing receipts into Accounting software, ensuring all receipts are properly coded and all profits are separated from liabilities accordingly.
• Once funds have been deposited and cleared, we handle all inter-account bank transfers, making sure all monies flow properly per underwriter guidelines and into the correct accounts.
• Weekly Escrow and Recording Trial Balance review to ensure all recordings and escrow payments are made timely. We also monitor for any payments that go stale to ensure any rejected recordings are remedied timely and any escrow payments that are rejected by the counties are handled immediately.
• Escrow management—we handle all aspects of post-closing escrow management including, collecting escrow agreements, paying taxes, ecb’s, pvb’s, judgments, water charges and any other miscellaneous escrow collections, as well as management of long-term escrows with monthly reviews.
• Month-End reconciliation of bank accounts as well as, three-way reconciliations per Underwriter standards.
• Full Underwriter Audit coordination per the Underwriter request list. Complete package of Three-Way Reconciliations, All pre-audit questionnaire’s, Escrow, Remittance, Recording payable ledgers to include detail by file number and date of last activity.