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Technology Consulting & Services
Technology Consultant
Web Development
Web Hosting
Internet Service Provider (ISP)
Application Service Provider (ASP)

Business Valuation Services
Title Plants
Title Companies

Education
Seminars/Courses
Professional Speaker/Trainer
Web-Based Training

Financial Services
Reconciliation
Banking
Accounting
Auditing

Human Resources
Payroll
Timekeeping
Recruiting
Temporary Staffing

Insurance
Fidelity Bonds
Surety Bonds
Errors & Omissions
Property & Casualty
Other

Legal Services
Corporate Counsel
Claims Counsel
Lobbying
Other
Expert Witness
Licensing

Rate Filings
Consulting
Outsourcing

Sales & Marketing
Consulting
Outsourcing
Promotional/Logo Merchandise

Product Type
Title Production
Title Plant
Imaging
Workflow
Escrow/Closing Systems
Transaction Management
ASP
Real Estate Information
Accounting Package
Automated/Electronic Tract Index
Document Management

Status
Active Product In Use
Display Number of Months Since Last Major Release
Display Number of Months Since Last Sub-Release/Patch
Product In Beta Testing For Imminent Release
Product In Development
Online Demo or Demo Media Available
Live Demos at ALTA Annual Convention
Live Demos at ALTA Tech Forum
Display Average Number of Users For All Sites

Jurisdictions Supported
New England (CT, MA, ME, NH, RI, VT)
New York/New Jersey
Mid-Atlantic (DC, DE, MD, PA, VA, WV)
Southeast (AL, GA, NC, SC)
Florida
Mid-West (IA, IL, IN, KA, MI, MN, MO, ND, NE, OH, SD, WI)
South (AR, KY, LA, MS, OK, TN)
Texas
Northwest (ID, NV, OR, WA)
Rocky Mountains (CO, MT, WY)
Display Number of Sites in Desert Southwest (AZ, NM, UT)
California
Alaska/Hawaii
International

Support/Service/Implementation/Customization
Conversion/Implementation Assistance
Integrated Application Help
Internet/E-Mail Based Support
Help Desk/Telephone Support
On-Site Support
Number of Help Desk Employees
Toll-Free Support Line
Online or Media-based Training
On-Site Training
Consulting Services
Customization & Custom Enhancements

Licensing
Per Workstation
Per User
Per Concurrent User
Transaction-based (Flat Rate)
Transaction-based (Monthly)
Transaction-based (Other)
Account-based
Other

Workstation Hardware Requirements
Apple/MAC Based
PC
PDA Support
Other

Server Operating System
LINUX
MAC Server / Server X
Novell
UNIX
Windows Server 2007
Windows Server 2003
Windows Server 2000
Other

Workstation Operating System
Windows Vista
Windows XP
Windows 2000
Windows CE
Linux
UNIX
Thin Client (Terminal Server; CITRIX)
Web Based (thin client not needed; pure browser access)
Web Based (thin client)
MAC OSX (Panther, Leopard)
Other

Workstation Software Requirements
Adobe Acrobat
Firefox
Internet Explorer 6.0 and below
Internet Explorer 7.0 and higher
.NET
Office MAC
Open Office
PDF Writer
Safari
Windows Office 97-2003
Windows Office 2007
Other

Handheld Devices
Blackberry
iPhone
Palm OS
SmartPhone
Symbian (Nokia)
Windows Mobile Device
Other

Databases
MS SQL
MySQL
Pervasive SQL
Access
Oracle
Lotus Notes
FoxPro
Paradox
btrieve
Sybase
Other

Features & Functionality
Tax Proration Calculations
Recording Fee Calculations
Automatic Work Task Notification
Cut/Copy/Paste Features
Spell Checker
Scheduling
Yield Spreads
Unlimited Buyers, Sellers, and Properties
Name & Signature Block Override
1099 Allocation Override
Unlimited Notes & Note Entries
HUD Overrides
Policy Reporting to Underwriter - Electronic
Single Database for Multiple Offices/Companies
Tracking - Turnaround Time
Tracking - Employee Performance
Multiple HUDs With Versioning
Tracking - Document Versioning
Policy Jacket Generation
Electronic Remittance
Customer Contact Management
Commercial Closings
HUD 1A
Commercial Settlement Statement
1099-S REPORTING
Order Entry
Commitments & Policies
HUD Escrow Closing Documents
Aggregate Escrow Reserve
File Tracking & Status
Online Order Tracking
Rate Calculations -- Policy Rates
Premium Remittance Calculations
End User Custom Reporting
End User Custom Forms
Management Reporting
Policy Reporting to Underwriter
Discharge & Release Tracking
Automated Underwriting
Transaction Management
Contract Collections
Loan Servicing
Other

Title Plant
OCR
Property Index
General Index
Fallout
Property Taxes
Double Key Verified
Integration w/Closing Escrow
Integration w/Imaging
Support for Joint Plant Administration
REI Reports
Mortgage Reports
Deed Reports
Starter Posting

Accounting
Investment Accounts
Deposit Slips
Cash Receipts
Vendor Disbursements
CK21 Compatibility
Consolidated Check for Multiple Transactions
Custom Check Formats
MICR Check Available
Multiple Banks and Accounts
Number of Banks Supported
Number of Bank Accounts Supported
3-way Balance & Reconciliation
Check Writing
Positive Pay
Escrow/Trust Accounting
Escrow/Trust Accounting — Bank Reconciliation
General Ledger
AP & AR
Bank Reconciliation
Construction Disbursements
Construction Disbursements — Bank Reconciliation
Accepts Data From Bank for Reconciliation
Invoicing

Accounting Integration
Epicor
Great Plains
MAS
Oracle Small Business
Peachtree
Quickbooks
Quickbooks Online
Solomon
Other

Special Features
Passwords Required
Role-based Security
Token-based Security
Biometric Security
Source Code Available
Source Code Escrow
Remote Access (ASP, Hosting, etc.)
Integrated Imaging
Digital Signatures
Laser Checks
Integrated E-Mail / Fax
Integrated Report Writer
MSWord Compatible
Publishes .pdf Files
Other

Electronic Commerce
Electronic Order Placement
Integrated Document Import
Integrated Document Export
Integrated Data Import
Integrated Data Export
Integrated Contact Import
Integrated Contact Export
XML - Proprietary
XML - MISMO
MISMO Compliant Certified
Web Services (e.g., SOAP)
SOAP
SSL
FTP
Other