FinancialAccess 

Make every day financial decisions with confidence using FinancialAccess, PropertyInfo's award winning accounting software. This software was designed exclusively for the title industry to give you up-to-date financial information any time you need it.

FinancialAccess allows for both accrual and cash basis accounting, it integrates with other software programs, and can calculate both multi-underwriter and multi-state amounts.    

Features of FinancialAccess

Financial & Management Reporting

  • Balance Sheet & Income Reports – details the financial position and profitability of your company.
  • Budget Comparison Reports – helps you plan and monitor operations performance against your profit plan.
  • File Profitability Reports – provides information concerning profit and loss generated on a per file basis.
  • Files-In-Progress Reports – details how much work has been completed, for whom and how much it’s worth.
     

Title & Escrow Transactions

  • Accounts Receivable Aging – details who owes you, how much and for how long.
  • Customer Statements – customizable statements to tell the customer what bills they owe and what they have already paid.

Receipts/Deposits & Invoice Write-offs

  • Receipts Listing – provides receipts entered into the system and ready for deposit.
  • Deposit Slips – tells which receipts have been assigned to a deposit slip and are ready to take to the bank.
  • Deposit Register – describes the deposits with deposit slips that are printed and ready for posting.

Bill Paying

  • Purchase Invoice Aging – details who you owe money to and for how long.
  • Disbursements Listing – reports bills about to be paid.
  • Check Register Listing – shows what checks have been written but not posted.

Fixed Asset Management & Depreciation

  • Tracks assets and allocates depreciation expenses by location.
  • Relates assets to the insurance policies under which they are covered.
  • Produces asset identification labels by location.
  • Reports on assets by location for various property tax authorities.
  • Interfaces to Purchase Invoices in FinancialAccess.
  • Easily records multiple asset acquisition and disposals.

Underwriter Payments

  • Policy Liability Aging Reports – details which files haven’t been remitted, how much is owed and for how long.
  • Policy Liability History – details all relative information on policies and payment information.

Look to PropertyInfo for tools and services that will set you apart from the competition while solidly contributing to your successes.

With PropertyInfo, you have access to:

  • A national repository of recorded document imagery
  • Order validation, management and workflow improvement tools
  • State of the art hosting services
  • Integrated services

PropertyInfo helps you enhance your customer's experience:

  • Improving your workflow process through integrated products/services
  • Decreasing redundant costs and lowering your turn-around times
  • By offering convenient subscription or transaction pricing models

 
 

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