Forging Ahead:Tax Lien Tech

Jed Reitler VP Sales & Marketing

October 22, 2015

Forbes Insights

Wealth and Asset

Management

E&Y, SEI surveyed 407 senior execs

Competition“In spite of overall growth, 81% agree

they are facing significant

competitive pressure.”

October 22, 2015

Ops Efficiency“Well over half of

executives (56%) are in hot pursuit of

greater operational efficiency and cost

reductions."October 22, 2015

Technology“A vast majority of executives say they believe technology

can help improve their firms."

October 22, 2015

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

Servicing

Insource

Build Buy

Outsource

Servicer

Portfolio ManagementCollections and

PaymentsAnalysis and Reports

Build or Buy

Software Research Group – Bloomberg, 2014

Building a system costs 180% more for one-third of the planned design.

Not the Future

Spreadsheets

Manual Models

Email File Attachments

Manual Mailings

All-in-One System

1-Click Reports (Algorithm)

Collaboration Space

Automated Transactions

Yesterday Today

All-in-One System

Collaboration

Instant Analysis

LienApp® Demonstration

Live Interaction

LienApp®

Acquisition

Custodian

Redemption

Subsequents

Enforcement

Search AuditInstant Analysi

sExport Interfa

ce

Dashboard

DashboardInstant Return Volume

ValueDetails

Multiple Funds

Today

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® ReportsBorrowing Base Report

Rate of Return SummaryRate of Return by County

Rate of Return by Parcel ClassRate of Return of Subs by County

Account Holds • Audit • Transactions

Custodian Acquisition • Custodian Certification

Pending Redemptions with Partial Payments

Instant Analysis

Instant Analysis

ABC FundABC Fund

ABC Fund ABC Fund

Audit

Parcel Type

Thank YouQuestion and Answer Session