top of page
Mary Anne Harris
Why your title agency receptionist needs to know about escrow
The first point of contact in an agency can project an image of power and knowledge or quite the opposite.
0 views0 comments
Mary Anne Harris
The need for due diligence when using a third-party disbursement platform
While these new systems provide a great mechanism for transferring funds, the American Land Title Association warns agents.
6 views0 comments
Mary Anne Harris
Tracking KPIs is equally critical for your agency and your vendors
Successful title agencies want to know why they are successful just as much as poorly performing agencies want to know what isn't working.
3 views0 comments
Mary Anne Harris
Risk assessment: One of the top KPIs for title agents working with vendors
Risk assessment: One of the top KPIs for title agents working with vendors
8 views0 comments
Mary Anne Harris
Solving the title insurance talent gap with outsourcing
Solving the title insurance talent gap with outsourcing could be the solution your business needs.
10 views0 comments
Mary Anne Harris
How a CRM system can improve your escrow processes
The processes of a title company’s workflow are intricately tied up with its customer base, using a CRM system may be a great idea!
3 views0 comments
Mary Anne Harris
How to stay compliant in a complex regulatory environment
Title companies and real estate attorneys operate in a complicated regulatory environment, reporting to many overseers on multiple levels.
11 views0 comments
Mary Anne Harris
U.S. Treasury Issues Proposed Anti-Money Laundering Rule
New rule will impose additional reporting requirements on title companies
9 views0 comments
Mary Anne Harris
Tips for running a small business
What to do when running a small business becomes overwhelming Managing a small business or your own law practice can sometimes become...
31 views0 comments
Mary Anne Harris
The Art of the Audit: Creating a Plan
Wouldn’t it be nice if an audit were a cookie cutter process that you could just plug into every year?
19 views0 comments
Mary Anne Harris
Is it really "good funds?"
How to educate your clients about good funds...
83 views0 comments
Mary Anne Harris
Disaster Recovery Plans and why you need one.
Disasters don't have to be major events, such as fires or floods. A server outage could be just as disruptive to our businesses. Prepared?
7 views0 comments
Mary Anne Harris
Are you checking on your third-party providers?
Using vendors in your title agency? Time for an annual checkup! The title insurance industry has a lot of moving parts and it is not...
11 views0 comments
Mary Anne Harris
Why outsourcing is a better solution than doubling up in a recession.
Why outsourcing is a better solution than doubling up in a recession.
39 views0 comments
Mary Anne Harris
Password Managers and why you want them.
Password Managers could be the extra protection you need to combat cyber attackers.
16 views0 comments
Mary Anne Harris
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.
12 views0 comments
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.
20 views0 comments
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!
14 views0 comments
Mary Anne Harris
How Three-Way Reconciliation Helps Every Aspect of your Business
How Three-Way Reconciliation Helps Every Aspect of your Business
10 views0 comments
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.
37 views0 comments
OUR BUSINESS IS PROTECTING YOUR BUSINESS
Positively
Balanced
The Blog
bottom of page