Our Portfolio Tracker™ software is designed for the individual tax lien/deed investor who needs an easy-to-use system to record and track tax lien and deed investments. Track tax lien investments and performance using database management and pop-up calendar reminder system.
Tax Lien Certificate Portfolio
Tracker™
Our Portfolio Tracker™ software is
designed for the individual tax lien/deed investor who needs an
easy-to-use system to record and track tax lien and deed investments.
No more hunting for Information
Easily record vital
information for each tax lien certificate or tax deed such as cost,
premiums paid, parcel number, property owner, address, assessed value,
and property fair market value. The software also allows you
to import a photograph of the securing property.
Track Performance
Quickly view each
certificate's interest accrual and yield calculation. The software also
retains historical data on previously redeemed tax lien certificates.
Never Miss a Deadline Again!
Our calendar driven system
ensures that you never miss an important date or deadline.
As the date nears, you will be reminded to take action with the pop-up
reminder system.
Maintain Critical Contact Information
Our tax
authority contact manager records important names, addresses, websites,
phone numbers, and more.
Import Tax Authority Tax Lien Lists
Easily import a tax
authority's tax lien sale list, analyze the data, and then
sort by parcel number, tax amount or assessed property value.
Compare tax liens by using the built in ratios. Easily print
the imported list or directly add to your portfolio.
Print Reports
Print reports on
individual tax lien certificates as well as a summary of your entire
portfolio including yield, tax authority information, and important
dates.
Software Features
|
Enter all your tax lien and county
information into one easy-to-use database. From there, you
will always be able to locate and track all your information on your
tax lien investments.
You will also know how your portfolio is
doing at any given time since the accrued interest and yield is
automatically computed.
Get organize and never miss another deadline
with the calendar system that shows all of the important dates you
enter and reminds you of those entries with the pop-up reminders.
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| Quickly and easily record tax lien certificate
information: |
- Property
address,
- County
where the property resides,
- Type
of property (e.g. residential, commercial),
- Acreage,
- Tax
parcel number & property number,
- Section,
Township, & Range information,
- Owner
information,
- Import
picture of property,
- Place
legal description and other notes,
- Plus
more.
|
| Enter significant dates: |
- Purchase
date,
- Redemption
date,
- Foreclosure
date,
- Deed
Application date,
- Subsequent
taxes due date,
- File
tax Deed date,
- and
"Other" dates.
|
| Enter tax lien financial information: |
- Cost
of lien,
- Face
value of lien,
- Enter
subsequent costs incurred and dates,
- Land
value,
- Improved
value,
- Assessed
value,
- Fair
market value,
- Accrual
rate on tax certificate,
- Accrual
basis: Face value or Premium,
- Accrual
type: Simple Interest, Compound Interest or Flat rate
|
| Enter and maintain each county's contact and vital
information: |
- Name
of county,
- Address,
- Phone
number, fax, and county website,
- Contact
person,
- Auction
location,
- Auction
registration information & date,
- Newspaper
information,
- "Other"
notes section,
- Next
auction date,
- Property
tax dues dates,
- Bid
method,
- Payment
type accepted.
- and
more.
|
| Import tax certificate information from
databases: |
|
Import
tax lien information from county or 3rd-party vendor provided
lists. Quickly and easily sort, evaluate & print tax
lien information by various criteria for due diligence and auction
preparation.
|
| Calendar & Pop Reminders |
|
Never forget an
important date again when you enter event information into the calendar
system. Enter dates such as the redemption date, foreclosure
deadline, registration deadline, application deadline and much more!
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| Print reports: |
|
Print many reports such as a report on an
individual tax lien certificate investment or an entire portfolio.
|
Detail
on each tax lien certificate owned,
Listing of all tax lien certificates owned,
Open tax lien certificates,
Redeemed tax lien certificates,
Detail on each county information,
Listing of all county information,
Calendar: weekly, or monthly.
Report on imported tax lien information.
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Added: 27-Sep-2005, Views: |
