Escrow Tax Preparation
Property tax amounts, earlier. No year-end scramble.
Collect, verify, and organize property tax amounts by jurisdiction so your team can review what’s due before escrow analysis season — not during it.
“We’re two weeks ahead of our typical start date compared to previous vendors.”
Natalie Onkels, Bank of Kaukauna
Comparing LERETA, Cotality, or another vendor?
What you get
Property tax amounts collected, verified, and organized — ready for escrow analysis.
Tax amount aggregation
Inveritax pulls amounts continuously as jurisdictions post them, so your team isn’t chasing bills one at a time.
Verified, not just collected
Every amount is verified against official tax data before it reaches your team — accuracy is paramount to eliminate overpayments and reduce refunds.
Due-date tracking by jurisdiction
Due dates are tracked per jurisdiction and billing cycle, so semi-annual and installment schedules don’t slip through the cracks.
“I processed all escrow payments for the entire state of Minnesota in less than 15 minutes.”
Loan Operations Specialist, $15B Wisconsin bank
Explore The Platform
From release to payment, without the chase.
Amounts arrive as they’re released, not weeks later.
Tax amounts flow in by jurisdiction the moment they’re posted, so your team starts escrow work earlier — not after a batch file finally shows up. One customer began their escrow run two weeks ahead of a typical start date.
Review what’s due in one organized place.
Verified amounts are grouped by jurisdiction and schedule— no re-keying into a separate spreadsheet to run multiple payment files.
Approve, group, and pay — without leaving the platform.
Approved amounts are batched into payments and funded by an auto debit ACH — no wires, no paper checks, no re-keying into your core.
We are ahead of schedule. We printed checks today – the earliest we’ve ever done December disbursements.
Loan Operations Specialist Community Lender
The Customer Voices
Here’s what customers are saying.
Built for community banks, credit unions and mortgage lenders.
Explore the Platform
Property tax servicing, all in one place.
- Portfolio Dashboard
- Loan and parcel updates
- Exception Flagging
- Recurring file feeds
Learn more
- Current-year checks
- Prior-year tax monitoring
- Real-time delinquent recheck
- Early risk visibility
Learn more
- Guided payment workflow
- Bulk payment approval
- ACH debit processing
- Core-ready export files
Learn more
RESOURCES WORTH READING
Go deeper on escrow tax prep.
Backed By Deep Experience
Inveritax is led by people with decades in real estate tax servicing — the same space these operations teams work in every day.
What escrow services does Inveritax provide?
Inveritax handles the full real estate tax escrow cycle for regional banks, credit unions, and lenders — from gathering verified tax amounts to processing payments and confirming they’ve been applied. Installments, full-year amounts, and due dates for every escrowed loan are consolidated into a single dashboard, so your team can manage the entire escrow season from one place instead of juggling agency websites, spreadsheets, and paper bills.
How does Inveritax make tax payment processing easier during escrow season?
Our platform streamlines each step of the payment workflow: manage exclusions, reconcile amounts due, submit payments, and confirm completion — all within the same system. Automation replaces the manual data entry marathons that traditionally consume escrow season, reducing both the workload on your team and the errors that come with hand-keyed processing.
Where does Inveritax get the tax amounts used for escrow payments, and how accurate are they?
We deliver verified tax data sourced directly from the relevant tax agencies rather than estimates or borrower-provided figures. Amounts are kept current through monthly portfolio updates, and clear payment guidance accompanies each parcel so your team knows exactly what to pay, to whom, and by when — before penalties or interest come into play.
Can Inveritax connect with our core banking system?
Yes. Inveritax is designed to integrate with core banking systems and existing loan servicing workflows, so escrow data and payment activity stay in sync with your systems of record. That means less duplicate entry, fewer reconciliation headaches, and a smoother experience for the staff who work in your core every day.
What reporting is available for escrow accounts and tax payments?
You can generate escrow, payment, and full loan portfolio reports that are sortable and filterable by status, state, and tax agency, with export available whenever you need it. Built-in regulatory reporting and safeguards keep you audit-ready, so when examiners ask how escrowed taxes were calculated, paid, and confirmed, the documentation is already at your fingertips.
Know your escrow numbers sooner.
See how teams collect, verify, and prepare tax amounts before escrow analysis deadlines hit.