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Some banks and escrow agents have limitations on the number of payments that they can process. So oftentimes our clients will hire us for both payments and escrow needs.
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With that. We can handle tax reporting, holders have the ability to log into our online system where they'll complete their payment instructions and tax forms, any specific deal documents.
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And then, once the transaction closes, we have a system called the Deal Dashboard where the deal parties can log in, check the status of the deal, download any documents that have been executed by the holders and also collect any fed reference numbers as well.
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Our clients tell us that they really appreciate that we can handle everything all in one place for them.