Forging Ahead with Tax Lien Technology to Drive Efficiency and Realize Profitability

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

3. Competition
October 22, 2015

4. Ops Efficiency
October 22, 2015

5. Technology
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

10. All-in-One System

11. Collaboration

12. Instant Analysis

13. LienApp®
Demonstration
Live Interaction

15. LienApp®
Acquisition Custodian
Redemptio
n
Subsequents Enforcement
Search Audit
Instant
Analysis
Export Interface
Dashboard

16. Dashboard
Instant Return
Volume
Value
Details
Multiple Funds
Today

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