On A Rainy Day: Trustee Errors to Avoid During Audits, Field Exams & TIRs

Don’t let audits, field exams, and TIRs rain on your parade! We’ve compiled a list of top trustee errors to avoid during these critical reviews so you can shine on no matter what. Plus, in CaseLink you know you’re covered with features designed to catch these errors and keep you compliant. For a complete list..

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Live Training Webinars – April 2017

Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. The following is a list of live courses offered this month: Unclaimed Funds or Small Dividends Join this session to learn how to handle unclaimed or small dividends within CaseLink. CaseLink²  Users: Tues, April 4, 2017 2:00 pm ET/11:00 am..

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Chat Support is Shining Rainbow for BMS Clients

You don’t need magical leprechauns to get quick support in CaseLink! BMS clients are loving the “Chat” option in CaseLink that allows them to instantly connect with a BMS Support team member for a shining rainbow of support. Their favorite part? They can continue to work within your software while receiving support via chat! Live Chat support..

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09 Mar 2017
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Trustee Assistant’s Productivity Soars Sky-High with CaseLink²

Trustee Ed Mazel and assistant Phyllis Stice felt their productivity needed a boost. With BMS and CaseLink², they are soaring sky-high in the Cloud with heightened efficiency and streamlined workflows. A BMS Boost When she became his assistant in 2012, Ms. Stice had trouble using Mr. Mazel’s software of choice – CaseLink Web. As a longtime user of CaseLink Office,..

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Redeem US Saving Bonds via TreasuryDirect.com

As of 2/6/17, Rabobank would like to remind you that savings bonds must be redeemed through the instructions provided on the Treasury Direct website. Follow the instructions provided based on the type of bond as the process is different for different types of savings bonds. Note: The debtor may also need to sign a form authorizing you..

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A Treasure Trove of Year-Round Resources in the BMS Newsletter & Blog

You don’t have to wait for each month’s BMS Newsletter to come into your inbox in order to get helpful tips and other topical industry-related articles from BMS—you can access the full treasure trove year-round through the BMS Blog on our website! Leverage resources such as software and compliance tips, industry news, and more to operate at..

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NABT Spring 2017 Recap: The Grass is Greener in Puerto Rico!

The 2017 NABT Spring Seminar took place last week, and attendees discovered the grass is greener in Puerto Rico! We had a wonderful time meeting with Chapter 7 professionals and letting them know about the latest enhancements to CaseLink² and RealAssist™ success stories, as well as enjoying fantastic events, and soaking up the sun in paradise. Read more..

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2017 BMS March Madness Charity Tournament

Win Up to $1000 From BMS For Your Favorite Charity! Register Today – No Cost to Participate For the third consecutive year, BMS is holding its March Madness Charity Tournament, where you can enter for a chance to win big for your favorite charity! At no cost to you, pick teams in the NCAA College..

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Your Four-Leaf Clover: 341(a) Prep Sheets in CaseLink

For many years, BMS has provided our clients with the ability to generate summarized case data from within CaseLink in the form of 341(a) Prep Sheets [aka 341(a) Prep Report]. These Prep Sheets pull in data from the bankruptcy petition and various schedules and display the key information for you in an easy-to-digest summary report; however,..

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It’s Your Lucky Day! BMS Vault Pilot Launched

You’re in luck! The pilot program for the BMS Vault has been successfully launched and running for over a month. As a follow up to our initial announcement about the Vault in December 2016, we wanted to provide you with a quick update about the status of the pilot program: BMS Vault pilot started on February 10,..

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