Info-Exchange. The forward-thinking platform that keeps you up to date and compliant.

Info-Exchange platform
Whether you use Info-Exchange daily, weekly or monthly, you’ll be confident knowing your real estate tax information is current and easy to access. Using exclusive technology developed by Info-Pro experts specifically for lenders, you’ll find Info-Exchange takes the work out of real estate tax monitoring and processing. Our intuitive interface guides you through every step, so you have confidence in the results.

Seamlessly monitor and process real estate tax payments.

Info-Exchange provides up-to-date real estate tax information so you can mitigate compliance risks while improving internal efficiencies and reducing costs. Using a proprietary combination of algorithms, Info-Exchange provides market-leading accuracy faster and more cost-effectively than other solutions.

Escrow Advisor.

Manage escrow processing with ease.

Tax payment processing is complex, and we know it’s just one of the many tasks you juggle. Info-Exchange’s escrow workflow management solution, Escrow Advisor, guides you through challenging requirements and eliminates the need for you to frequently switch between tasks. Get the information you need, right when you need it, to process real estate tax payments fast and accurately.

Everything you need to process payments faster.

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 be up to date on your portfolio.

Our Smart Notifications let you know when something requires attention to ensure your entire escrow portfolio is processed in the most efficient manner, saving valuable time.

See your most important tasks first.

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. You can also filter your escrow portfolio to view exceptions, agencies that are ready for payment, and any payments that have already been processed.

Prioritize exceptions for timely resolution.

Inconsistencies can occur between your information and the information from the tax agency. While all need to be addressed, prioritizing exceptions enables you to resolve the most critical items at the right time. Escrow Advisor provides superior exceptions resolution, bringing your attention to the most time-sensitive ones that could potentially disrupt a tax payment.

Update info easily to ensure accuracy.

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.

24/7 access to your entire serviced mortgage portfolio.

Streamline Processing with Escrow Advisor
The industry’s best workflow management solution, Escrow Advisor guides users through complex tax requirements, enabling easy and efficient processing.

Generate Custom Reports On-Demand
Select from a variety of customizable reports. Each user can generate reports to support a specific task.

Get Smart Notifications
Maximize efficiencies with email notifications that alert you when something in the system needs attention.

Exchange Data Seamlessly
Perform portfolio maintenance through Info-Exchange’s secure portal and extract core system-specific escrow files, increasing efficiency and eliminating data entry errors.

Check Tax Agency Info
Our Tax Agency Database is a comprehensive resource of 26,000+ tax agencies nationwide.

3-on-3 Verification Ensures Accuracy
Parcel ID, Property Address, and Owner Name are verified, ensuring the correct parcel is being tracked.

Customize Fields for Reports
Add custom fields to reports so users can generate reports using specific fields (e.g. loan officer).

Generate Delinquent Letters
Generate letters and delinquent tax statements that can be customized to include financial institution branding.

We have security and compliance covered.

Compared to manually managing tax processes and other providers, Info-Exchange provides a higher level of availability and data security. Hosted in state-of-the-art data centers, Info-Exchange is managed by a world-leading provider. The data center operations have been accredited under:
ISO 27001
SOC 1 &
SOC 2 /

SSAE 16 / ISAE 4302

PCI DSS

Level 1

FISMA

Moderate

Info-Exchange is based on secure system architecture, secure coding standards, and best practices such as data encryption, authentication with IP-restriction, and real-time monitoring for intrusion prevention and detection.

Built exclusively for the financial service industry, our data protection policy and implementation conform to regulatory requirements. We regularly conduct vulnerability and penetration tests by a third-party.

Info-Exchange FAQs

Do I need to download and install Info-Exchange?
Is Info-Exchange a secure site?
Is there any charge for Info-Exchange training?
How often is the information on Info-Exchange updated?
Do I need to download and install Info-Exchange?

No, Info-Exchange is a web-based system that does not need to be downloaded or installed.

Is Info-Exchange a secure site?

Info-Exchange is hosted in data centers provided by AWS.
The data center operation is certified by:

  • ISO 27001
  • SOC 1 and SOC 2/SSAE 16/ISAE 3402 (Previously SAS 70 Type II)
  • PCI DSS Level 1
  • FISMA Moderate

Info-Exchange implementation follows best practices and standards for secure software solutions.

Is there any charge for Info-Exchange training?

There is never an additional charge for training once you become a customer with Info-Pro. We work with you to offer tailored training during the onboarding process as well as over the course of our relationship. In addition to these tailored trainings, we offer quarterly refresher training sessions on various topics. Annually we also offer some form of in-person or virtual customer conference where we discuss any pressing training items.

How often is the information on Info-Exchange updated?

Info-Exchange is updated on a daily basis as new information comes in from the tax agencies.

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