Stewart Financial Services Stewart Financial Services

AgencySecure

Escrow Account Reconciliation Report and Risk Report for AgencySecure® Customers

Each day, On-Trac automatically completes three-way bank reconciliation for AgencySecure customers. Now, Stewart Financial Services (SFS) and PropertyInfo® have joined together, to provide the benefit of having SFS analyze the account each month to ensure everything is accurate. As an AgencySecure customer, you will receive a monthly reconciliation report as well as a risk report. This risk report will include:

  • Items clearing the bank statement that have not been posted into your accounting software
  • Files with shortages
  • Outstanding payoff, tax and insurance checks that are over 10 days old
  • Outstanding deposits that are over three days old
  • Outstanding incoming wires and outgoing wires that are over three days old
  • Any unusual activity in your account

Best of all, a skilled SFS professional is available to assist you if you have questions regarding your escrow account, the AIM+® software (escrow accounting module) or if you simply need help resolving risk items.

For more information about SFS and their partnership with AgencySecure, contact us.