Stewart Financial Services Stewart Financial Services

Semi-Annual Review

In addition to providing you a monthly risk report, Stewart Financial Services also performs a semi-annual review on each of your escrow accounts. The semi-annual review is a valuable management tool for your office to determine if you are taking appropriate measures to maintain a low risk escrow account.

At the time of your review, you will receive the most current risk report for each of your accounts and guidance on the steps needed to “clean them up”. This value added service can potentially help you save money by preventing losses, helping to prevent unacceptable audit scores, and saving you the time of conducting extensive research to resolve numerous risk items. These combined benefits reduce your risk, protect your investment, and give you the time to focus on growing your business.