On Tuesday, Scott Ramsey and I hosted a webinar featuring NES Financial’s Escrow Administration Solution. During the webinar we received some questions that we did not have time to answer which I will be addressing those questions in this blog. For those of you who were unable to attend, feel free to look over the presentation used during the webinar.
Q: Are there issues with foreign investors gaining access to the NES Financial portal?
A: No, we have not encountered any issues of foreign investors gaining access to the NES Financial portal.
A: There is no maximum threshold of data that can be uploaded to the system.
Q: Is there a maximum amount of data that can be uploaded to the system?
Q: What type of reports can I run?
A: We offer the ability to run itemized, consolidated activity reports across all accounts which provide monthly, and year-to-date activity. This provides a full audit trail of funds.
Q: How do you get the information to set up the investor’s account?
Thank you to those of you who attended and we look forward to hosting you at our next webinar. Keep an eye on your inbox for your invitation.A: Information is sent to us via our Subscriber Worksheet. This provides the information of the investor and alerts us that funds will be arriving.
Click here to download the presentation.