Watch escrow amounts flow into your core system – 1 click, no workarounds.

It’s task-driven. The platform prompts your team through each step of disbursement — review verified amounts as they arrive, approve and group payments, manage exclusions, and authorize funding — so people are organized around what needs to be reviewed and paid according to each jurisdiction’s schedule. Instead of reconstructing the process from spreadsheets every season, the workflow itself tells your team what’s next.

Completely. Every amount is reviewed and approved by your team before it’s included in a payment run, and you can exclude any parcel from a batch — hold it for a later run, or handle it separately — before anything is funded. Bulk processing changes how fast the work goes, not who decides what gets paid.

Approved payments are grouped into batches and funded by bulk ACH debit through Inveritax — no wires to initiate, no paper checks to print and mail, no manual initiation for each payment. Your team approves the batch and the funding happens in one controlled pass, which is how teams get through heavy disbursement periods without the payment-by-payment grind.

Completion is confirmed in the platform. The workflow runs from reconciling amounts due through submitting payments to confirming they’ve been applied, so your team isn’t calling treasurers’ offices or watching bank statements to verify that a tax payment landed — the status is on the dashboard, tied to the loan and parcel it belongs to.

Every payment run generates a disbursement file formatted for direct use in your core banking system, so escrow activity posts to your core without re-keying amounts by hand. That’s the difference between processing payments in one system and then re-entering them in another versus finishing the run once — and it’s where teams see some of the biggest time savings.