PORTFOLIO VISIBILITY & CONTROL
Your whole real estate tax portfolio, current and in one place.
Keep loan and parcel data accurate, see every tax status at a glance, and catch missing or inconsistent information before it slows your team down.
“The volume of parcels searched and reported to us has been amazing – a HUGE improvement over our previous vendors.”
Loan Operations
Comparing LERETA, Cotality, or another vendor?
What you get
Loan and parcel data that stays current — with exceptions surfaced, not buried.
One portfolio dashboard
Every loan, parcel, and tax status in a single view, so your team works from one source instead of scattered spreadsheets.
Your team owns its own data
Loan and parcel updates made directly in the platform and take effect immediately — no vendor ticket between you and a fix.
Exceptions flagged automatically
Missing, inconsistent, or out-of-date information is surfaced for review before it becomes a downstream problem.
“Having a copy of the property tax bill in the loan record at our finger tips is an absolute game changer!”
Loan Operations Specialist
HOW IT WORKS
From raw portfolio data to a view you can trust.
Loan and parcel data flows in on a recurring feed.
Recurring file feeds keep loan and parcel data current automatically, so the portfolio reflects payoffs, new loans, and parcel changes without manual uploads.
Exceptions are flagged for review.
Missing or inconsistent information is surfaced as an exception, so your team fixes the few records that need attention instead of re-checking everything.
Your team updates data directly — no ticket required.
When something changes, your team makes the update in the platform and it takes effect immediately, keeping the portfolio in sync with your core.
The easiest vendor switch we have ever done. We were live on the system within 2 weeks of sending our file over.
VP of Loan Operations 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.
- Current-year checks
- Prior-year tax monitoring
- Real-time delinquent recheck
- Early risk visibility
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- Tax amount aggregation
- Jurisdiction matching
- Payment schedule tracking
- Escrow reporting
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- Guided payment workflow
- Bulk payment approval
- ACH debit processing
- Core-ready export files
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RESOURCES WORTH READING
Go deeper on portfolio visibility.
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 can I see in the Inveritax portfolio dashboard?
Everything your team currently checks across multiple systems — tax statuses, delinquencies, exceptions, payments, and outstanding tasks — in one centralized view of your full loan portfolio. You can search by loan number, client name, or parcel ID in seconds, then filter and sort by status, state, or tax agency. Instead of reconciling spreadsheets against your core to answer “where does this loan stand,” the answer is on screen.
How does our portfolio stay current as loans and parcels change?
Two ways, and you can use both. Recurring file feeds keep the portfolio updated automatically as loans are added, paid off, or modified, and your team can also add, edit, or remove loans and parcels directly in the platform at any time. Either way, changes take effect immediately, so what you see always reflects your actual book.
Can our team make changes ourselves, or do we submit requests and wait?
You make them yourselves. Unlike ticket-based systems where a portfolio update means opening a request and waiting on a vendor’s timeline, Inveritax gives your team direct control — update a parcel ID, correct a jurisdiction, or adjust an escrow status and it’s effective the moment you save it.
Does portfolio data stay aligned with our core system?
Yes. Inveritax is designed to integrate with core banking systems and existing loan servicing workflows, so your portfolio stays in sync with your system of record. That means less duplicate entry, fewer reconciliation headaches, and no drift between what your core says and what your tax servicing platform says.
What portfolio reporting is available?
You can generate full loan portfolio reports — sortable and filterable by status, state, and tax agency — with export available whenever you need it. Built-in regulatory reporting and safeguards keep the documentation examiner-ready, so questions about how tax statuses are monitored across your book are answered from the platform, not reconstructed from spreadsheets.
See your whole portfolio in one place.
See how teams keep loan and parcel data current and catch exceptions before they slow the team down.