No process exists for managing escheatments at a mid-size mortgage company, causing uncertainty and risk.

Loan Vision lacks built-in escheatment tracking/reporting, and Excel requires manual setup and maintenance, creating compliance risk.

Severity

4High

Willingness to Pay

implied

Added

May 6, 2026

Workarounds Described

uses spreadsheet to track escheatments
uses Loan Vision incorrectly for compliance

Implied Software Gaps

Automated escheatment tracking and filing software that integrates with mortgage LOS

App Concept

EscheatFlow

EscheatFlow automates escheatment compliance for mortgage companies. It integrates with Loan Vision and other LOS systems to track unclaimed property, calculate dormancy periods, generate state filings, and provide audit-ready reports, eliminating manual spreadsheets and compliance risk.

Key Features

Direct integration with Loan Vision and major LOS systems
Automated dormancy period calculation per state rules
Pre-filled state escheatment filing forms and schedules
Audit trail and compliance dashboard with alerts

Target Users: Controllers and compliance officers at mid-size mortgage companies ($50M-$500M loan volume)

Revenue Model: Per-seat subscription starting at $199/mo per user, with a $999/mo enterprise tier for unlimited users and advanced reporting

Existing Solutions Mentioned

Loan Vision (LOS)Excel

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