Our Partners by


Financial Services, Reconciliation Services Partner List

Share this partner via email

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Aprio - The New Name for HA+W

Aprio is the nation’s premier accounting and advisory firm for the title industry.

  • Escrow reconciliation, bookkeeping and forensic accounting.
  • Cybersecurity compliance and consulting.
  • ALTA Best Practices certification, business valuation and tax planning.

Share this partner via email

Bank Shot

Bank Shot is the patented mobile solution that allows title companies and escrow agents to remotely receive and control earnest money (or any check) directly from a smartphone.
  • Hold, deposit, or refuse the check in the portal. You are in control using our unique “stoplight” process.
  • Remotely deposit checks in multiple accounts at multiple banks.
  • This is not ACH - it’s a mobile deposit. It’s secure, compliant, and safer than a wire.
  • Spend less time matching checks to transactions and reconciling accounts.
Share this partner via email

First Banking Services

For 30 years, FBS has provided Three-way Reconciliation and Banking Services to title agents and real estate companies nationwide.

  • FBS connects online with your closing software and reconciles your accounts.
  • Or, On-Trac technology monitors/manages your accounts daily.
    • Discrepancies and irregularities are discovered more quickly.
    • Alerts are categorized as Time Critical, Suspicious, Operational or File Based.

Share this partner via email

Precision Reconciliation Services (PRS)

PRS provides escrow account reconciliation and consulting services for title and settlement companies and law firms nationwide.

  • We produce the three-way reconciliation reports insurance underwriters and regulators require.
  • A monthly red flag summary report identifies issues requiring immediate attention.
  • Consulting/clean-up services correct problems and assess internal controls.

Share this partner via email
Enhanced Materials:


RynohLive’s financial management and fraud prevention system ensures the integrity of financial transactions.

  • Title insurers can monitor agents’ escrow accounts continuously.
  • Automatic daily three-way reconciliation identifies errors; timely alerts permit speedy corrections.
  • Title agents can create critical disbursement alerts based on criteria they set.

Contact Info:
Matt Reass
Share this partner via email

Safe Escrow

Managed collaborative disbursement program that utilizes web-based proprietary technology. Enhanced safety of outbound funds and cyber management, when verifiable, is supplied through our SafeValidation® technology. Print checks locally and make last-minute changes at the closing table, as needed, while still being protected by Safe Escrow.

  • Daily/monthly three-way reconciliations
  • Mailing & tracking of payments
  • Check management & escheatment

Share this partner via email

Softpro Reconciliation Services

SoftPro's trust account reconciliation services can help keep your accounts on track -- giving you peace of mind knowing that your accounts are correctly reconciled by a professional each month.
  • Dedicated reconciler for your accounts
  • Alerts of irregularities in your trust accounts
  • Assists with compliance to ALTA Best Practice #2
  • Daily and/or monthly 3-way reconciliations

  • Share this partner via email


    ZOCCAM enables real estate professionals and buyers to submit earnest money and contracts to title companies through its secure application using Mobile Remote Deposit Capture.

    • Upon receipt by the title company and its bank, delivery notifications are sent to involved parties.
    • Minimizes risks associated with manual deposits and wire transfers, reducing fraud and increasing transparency.
    • Accessible any time from any location.

    Contact Info:
    Ashley Cook
    Share this partner via email