In her new role as Senior Vice President, Portnoy will oversee LERETA’s new product development initiatives including the Total Tax Solutions platform, business intelligence, data and analytics. She is also responsible for the project management office, client portfolio tax line creation, maintenance and audit, vendor management as well as centralized claims, quality control and quality assurance. READ MORE
Written by Brian Blake & John Permejo
Very few companies spend adequate time on developing their corporate culture and instead just let it happen. Today, many companies try and make the working environment more fun and entertaining by offering relaxed break areas with video games, ping pong tables, pool tables, etc., to improve employee morale, but sadly they do not address underlying issues that affect employee engagement and ultimately productivity. READ MORE
LERETA now provides clients with the latest information on newly introduced and enacted regulations regarding tax and flood on its LERETAnet website. LERETA clients can review and track legislation that could affect their portfolio as well as the services they receive from LERETA. READ MORE
Written by Greg Oppenheimer
All properties owe real estate taxes to their local government agencies. When taxes owed are not paid, the property is typically sold at tax deed sale or tax lien certificate sale, allowing the government to collect the delinquencies, incurred costs, fees, etc. Once the property is sold, the jurisdiction deducts what is owed in delinquent taxes, fees, etc., and any funds leftover are deemed Surplus or Excess Funds. READ MORE
MortgageOrb recently interviewed Tyler Page, CPA, chief financial officer for LERETA.
In May 2017, the Auditing Standard Board of the American Institute of Certified Public Accountants (AICPA) issued its new Statement on Standards for Attestation Engagements (SSAE) No. 18. This new set of standards addresses concerns that focus on the complexity and length of its predecessor, SSAE 16, regarding outsourced services and is essentially a cleaner version that encompasses areas that were anticipated but excluded from the previous version. READ MORE
LERETA announced that William Theisinger has joined the executive team as Chief Technology Officer. Theisinger has an established career building and leading solutions programs and will play a pivotal role in bringing technology to the forefront for LERETA and its customers. READ MORE.
Written by Jim McGurer
Amazon opens a grocery store where you do not need to check out. Banks let you transfer money to your friends via your cell phone. You use an app to track everything from your health, to your child’s grades, to the news from around the world. Yet, in the tax service business, we still use fax machines. So, why hasn’t the tax service industry kept pace with technological development? It’s a simple question with a multitude of complex answers. READ MORE
Written by Brian Blake
As we reflect, it comes as no surprise that employers not only in the mortgage but across all industries are concerned with their employees’ health and well-being. Healthy employees are generally happy employees, have a better focus and have higher levels of productivity than unhealthy employees. As a result, they experience more success in business. READ MORE
Written by Mike Ponce
Companies across America spend billions of dollars a year to gain an edge to separate themselves from the pack. This includes creating marketing campaigns driven by seasonality, monitoring forecasted changes in trends and using information from data research to remain competitive. In a time where data and social media rule, now more than ever, we must be vigilant with the public’s perception of our brand and company. READ MORE