Monthly Escrow Compliance Program
The AER Compliance Portal
Every month, the AER Compliance Portal documents the account for an underwriter or examiner.
- Each open item that crosses its category’s age or risk threshold, ranked Critical, Resolve Now or Monitor, with the standard corrective step for its category.
- Each item carries the date we first identified it and stays on the record, month to month, until it clears.
- One consolidated view across all of your escrow accounts, plus a three-way summary of book, bank and trial balance.
- At audit time, a separate portal for your underwriter’s auditor with each period’s reconciliation report and bank statement.
Pricing scales with account volume. Quoted after a short call.
Scope a Program →From Our Clients
What it looks like at audit time.
On her underwriter audit
“This was the easiest and quickest audit so far that I have ever had. You are great at what you do and it has taken a great deal of stress and headache off me.”
Gwen Pugh, Evergreen Title and Closing, LLC, Bristol, Tennessee
On the compliance portal
“The portal that you have created has helped tremendously [in] getting those old checks out of the way.”
Gwen Pugh, Evergreen Title and Closing, LLC, Bristol, Tennessee
On daily reconciliation and the portal
“Both the daily reconciliation and the monthly AER Compliance Portal have been working well and meeting our expectations. Bryan has been active with our audits, takes our calls, and walks us through any accounting issues on the back end. Having a partner like AER gives us peace of mind that our books are balanced and reconciled.”
Zak Hussain, Co-Founder, Pegasus National Title
Three Questions. One Personalized Checklist.
Find out where your escrow compliance stands.
Tell us where you're licensed, what platform you run, and when your next deadline hits. AER returns a tailored compliance checklist, instantly.
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