Escrow Management Software Solution for Banks, Credit Unions and Non-Traditional Lenders
Tax payment processing is complex, and we know it’s just one of the many tasks you juggle. Info-Pro's escrow workflow management solution, Escrow Advisor, guides you through challenging requirements and eliminates the need for you to frequently switch between tasks.
Basic
Info-Pro’s Basic Escrow service provides efficient and accurate escrow tax amounts for your portfolio as well as on-demand access to customizable reports. You’ll retain full control over funding payments, with Info-Pro’s comprehensive Tax Agency Database providing instructions on who, how, and when to pay.
- Escrow Advisor
- Tax Amounts
- Tax Due Date Monitoring
- Tax Payment Instructions
Plus
The Plus Escrow service includes everything in the Basic Escrow offering, in addition to providing all the supporting documentation you need to make tax payments. Info-Pro will facilitate the bulk processing of payments and will request and forward tax bills to you. You’ll continue to fund payments directly to the collectors with Info-Pro providing additional support and options for efficiency.
- Escrow Advisor
- Tax Amounts
- Tax Due Date Monitoring
- Tax Payment Instructions
- Tax Bill Collection
- Tax Agency Payment Assistance
Premium
Our Premium Escrow service streamlines the payment process from start to finish. Premium Escrow includes everything in the Basic and Plus Escrow services, but rather than making payments to various collectors, you’ll send funds to Info-Pro as your sole vendor. We’ll take care of the rest by making sure your payments are made correctly and on time.
- Escrow Advisor
- Tax Amounts
- Tax Due Date Monitoring
- Tax Payment Instructions
- Tax Bill Collection
- Tax Agency Payment Assistance
- Tax Agency Payment Delivery
Which services are right for your bank?
Set up a free consultation to learn about our capabilities and how we can right-size a solution for you.
Why Info-Pro Escrow Services?
Escrow Advisor organizes everything you need, all in one place. Reports, payment instructions, payment files, wire instructions, exceptions and anything else needed to process a payment are right at your fingertips.
Always see a snapshot of your portfolio prioritized by what is most time-sensitive. Quickly address what’s most important and set aside other items for later to work more efficiently.
Escrow Advisor enables you to perform necessary maintenance to ensure you are paying on the correct parcels. Include and exclude parcels and update escrow designation directly from Escrow Advisor.
Escrow Service Value Statement
Whether you use Info-Pro Escrow services daily, weekly or monthly, you’ll be confident knowing your real estate tax information is current and easy to access.
Info-Pro property tax outsourcing gathers and provides accurate real estate tax billed amounts for each of your escrowed parcels in advance of every payment’s due date.
Property tax due dates vary widely from one tax agency to the next. We can help outsource your property tax payments. Our comprehensive Tax Agency Database gives visibility into tax schedules for over 26,000 taxing agencies from across the US. When property tax amounts are posted and you have a due date coming up, we’ll send you an email notification, so you never miss a due date again.
Keeping track of the payment requirements and mailing addresses for each of your tax agencies is overwhelming. We’ll do the work for you and give you detailed instructions for making each payment in your portfolio.
Stop printing, requesting, and tracking tax bills on your own. Info-Pro requests and delivers the tax bills you need to make payment right to your door.
Info-Pro will assist and facilitate bulk payment processes where it is most economical for your portfolio, reducing your internal handling of tax bills and printed payment lists.
Why print stacks of checks when you can send one bulk transfer to Info-Pro? We’ll organize and make timely payments on your behalf following each tax agency’s specified requirements.
“We really love
the new premium escrow service that we switched over to. It saved about 2 weeks in time for my Escrow Clerk. Very efficient and I would recommend it to any bank looking to switch over.”
– Mid-sized East Coast financial institution
Info-Pro Escrow Services FAQ
Yes, both our Plus and Premium service levels assist in processing online and alternate method agencies.
Basic mainly includes the gathering of tax amounts. Plus is everything included in Basic but with the addition of tax bill collection and help with facilitating bulk payments. Premium is everything included in Plus but with Info-Pro serving as your sole vendor, making the property tax payments on your behalf.
The specifics will vary based on your service level. However, in general, Info-Pro will set you up with an Account Manager that will work with you to build your personal plan and set milestones and tasks. This will include getting you set up on our Info-Exchange platform and going through live shared-screen training. Info-Pro will tailor the solution to make it work best for your institution’s current processes.
We search and report amounts within 24-48 hours after them becoming available.
For Premium Escrow customers, in the event a refund is needed – such as when an escrowed homeowner accidentally pays their taxes in addition to Info-Pro – we will facilitate the refund by coordinating with the tax agency to get the correct refund amount back to the financial institution.