SOLUTIONS BY TEAM · Compliance
Tax servicing your auditors can actually follow.
An audit trail that builds itself — every tax status change, review, approval, and payment recorded as it happens, on infrastructure built to financial-services standards.
“I processed all escrow payments for the entire state of Minnesota in less than 15 minutes.”
Loan Operations Specialist · Community lender
Looking at LERETA, Cotality, or another vendor?
Sound Familiar?
When the examiner says, “show me.”
If you are accountable for the controls behind real estate tax servicing, this is usually where the gaps show up.
Evidence scattered across spreadsheets and inboxes
Tax statuses, approvals, and payment records live in files and email threads that only one person can reconstruct — and that an examiner can’t follow on their own.
No reliable record of who changed what, and when
When data is edited in a spreadsheet or fixed by a vendor ticket, there is rarely a clean, time-stamped trail of the change behind it.
Delinquencies discovered after the fact
Without ongoing monitoring, a prior-year property tax delinquency can surface during an exam rather than during routine servicing.
Manual re-keying that introduces errors
Verified amounts typed from one system into another create exactly the kind of discrepancy examiners are trained to find.
Vendor data you can’t independently verify
When the source of a tax amount sits inside a third party’s black box, proving the number is hard to do on your own timeline.
Security questions you can’t answer quickly
Due-diligence requests about encryption, access controls, and recovery can stall when the answers live with a vendor who is slow to respond.
Sound Familiar?
Controls that are built in, not bolted on.
Not a new tool to document the same manual process — the servicing workflow itself produces the evidence.
Every action leaves a trail. Reviews, approvals, and payments are recorded as they happen, so audit prep is already done before anyone asks.
Your team owns and verifies its own data. Changes happen directly in the platform and take effect immediately, with the record of the change captured alongside it.
The platform runs on AWS infrastructure with bank-grade encryption, role-based access controls, multi-factor authentication, and continuous audit logging behind it.
Claims from real Inveritax customers.
Explore The Platform
How Inveritax supports your controls.
The same platform loan operations use day to day is what produces your audit record.
- 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
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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
Learn more
We’re two weeks ahead of our typical start date compared to previous vendors – the process has been seamless.
Natalie Onkels Bank of Kaukauna
The Customer Voices
Here’s what customers are saying.
Built for community banks, credit unions and mortgage lenders.
Onboarding
Up and running in 30 days.
We don’t “convert” you — we welcome you. Our team handles the heavy lifting to make switching faster, easier and far less disruptive.
RESOURCES WORTH READING
Built for risk and compliance reading.
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.
How does Inveritax keep us audit-ready?
The audit trail builds itself as your team works: status changes, reviews, approvals, and payment confirmations are recorded and timestamped as they happen, tied to the loans and parcels they belong to. When examiners ask how escrowed taxes were calculated, paid, and confirmed, the documentation already exists — nothing gets reconstructed after the fact.
What reporting can we produce for examiners?
Escrow, delinquency, payment, and full loan portfolio reports — sortable and filterable by status, state, and tax agency, with export available on demand. Built-in regulatory reporting and safeguards mean the answer to an examiner’s question is a filtered report, not a spreadsheet archaeology project.
How is our delinquency monitoring documented?
The platform shows not just current statuses but a consistent, verifiable tracking process — every parcel checked against county and municipal records, current and prior years, with statuses updating as results come in. That’s the difference between telling an examiner you monitor delinquencies and showing them how.
Does the payment process itself create compliance risk?
It reduces it. Payments follow a guided workflow — review, approval, exclusion management, funding, confirmation — so the process is the same every run, and each step is captured as it happens. Consistency is most of what examiners are looking for.
Make the next exam the easy one.
See how the platform records every tax status change, review, approval, and payment as it happens.