Want to protect your clients’ accounts? Start with your passwords.
With the complexity of our systems, the password – well configured and protected – remains one of the primary safeguards against intrusion.
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Mary Anne Harris
Don't let your firm's accounts overwhelm you.
One of the challenges of being a title agent or lawyer who handles real estate transactions is the sheer complexity of the accounting end.
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Mary Anne Harris
Wiring Best Practices keep funds protected and Agents out of hot water!
Wiring Best Practices keep funds protected and Agents out of hot water!
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Mary Anne Harris
How Three-Way Reconciliation Helps Every Aspect of your Business
How Three-Way Reconciliation Helps Every Aspect of your Business
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Mary Anne Harris
Time to Take Action: Updating Processes to Implement ALTA Best Practices 4.0
The American Land Title Association (ALTA) released its ALTA Best Practices Framework version 4.0 in January, highlighting updates.
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Mary Anne Harris
Using an Expert Bookkeeper Can Safeguard your Trust Accounts
Using an expert bookkeeper can safeguard your trust accounts.
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Mary Anne Harris
3 Steps to Assessing Your Need for Outsourcing
Many businesses outsource certain tasks for a whole host of reasons. Title agencies are no different.
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Mary Anne Harris
Year’s End is a Time to Reflect on What’s Important and Look Ahead as Well
Admittedly, it’s been a tough year for many in the title and settlement services industry. The contrast between the chaotic, high volume...
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Mary Anne Harris
The Audit Predicament in Title Insurance: Multiple Audits, Multiple Underwriters
Auditing requirements are inevitable in every type of insurance business, since it is one of the most highly regulated industries in the...
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Mary Anne Harris
When it comes to technology, human expertise is still critical in the title industry.
The title industry has been undergoing a bit of an “automation revolution.” We’ve always been a bit traditional or conservative, owing in...
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Mary Anne Harris
Trial Balance
Our Business Protecting Your Business Trial Balance. We know what it is. A snapshot of files with a non-zero balance. The real question...
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Mary Anne Harris
Review Outstanding Deposits
Outstanding deposits, also known as deposits in transit, are receipts (cash, checks, incoming wires) entered your records / closing...
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Mary Anne Harris
Top Reasons To Conduct Background Checks
What if all you had to do to avoid the costly mistake of hiring the wrong person was as easy as running a background check. There are...
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Mary Anne Harris
Prepare to Escheat to the State
Escheating refers to the power of the state to acquire abandoned or unclaimed property. Escheating becomes relevant in the legal...
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Mary Anne Harris
Verify ACH Blocks On All Trust Accounts
What is an ACH? ACH stands for Automated Clearing House. It is a "batch" processing system that handles millions of payments at the end...
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Mary Anne Harris
Review Earnest Money Being Held
Earnest money is usually paid by certified check, personal check or a wire transfer into a trust or escrow account that is held by a real...
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Mary Anne Harris
Review & Closeout Dormant Accounts
What is a Dormant Account? A dormant account is an account that has had no activity for a long period of time, other than posting...
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Mary Anne Harris
Simplify Escrow, Save Time, Avoid Mistakes
Positively Balanced offers escrow reconciliation service solutions for title agents. Our integrated services provide a customized client...
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