SOLUTIONS BY TEAM · IT & VENDOR MANAGEMENT
A tax servicing vendor that clears your review.
Bank-grade security, core-system integration, and clear documentation — so onboarding a new tax servicing provider doesn’t become an IT project.
“It was our smoothest Illinois escrow tax season ever!”
Loan Operations Specialist · Community lender
Looking at LERETA, Cotality, or another vendor?
Sound Familiar?
What vendor onboarding usually costs you.
If your team has to approve, integrate, and support a tax servicing vendor, these are the usual friction points.
Integration work that lands on your team
Getting tax data in and disbursement files back into the core can turn into a custom build instead of a supported, repeatable file exchange.
Data fixes that require a vendor ticket
When the institution can’t update its own loan and parcel data, every correction becomes a support request and a gap with the core.
One more black box to monitor
Adding a vendor with no visibility into its controls adds risk to your third-party management program rather than reducing it.
Security reviews that drag on for months
Due-diligence questionnaires stall when a vendor can’t produce clear answers on encryption, access controls, hosting, and recovery.
Uptime and support you can’t plan around
Without defined availability commitments and escalation paths, a vendor outage during tax season becomes your problem to explain.
No clear picture of where data lives
Questions about data residency, backups, and disaster recovery are hard to close out when the answers aren’t documented.
Sound Familiar?
Built to pass review, not just demos.
Not another integration to babysit — the platform is designed to fit your security, core, and support requirements.
The platform runs on AWS with encryption at rest and in transit, role-based access, multi-factor authentication, and continuous audit logging — documented for your due-diligence review.
Tax data flows in and core-ready disbursement files flow back out through a supported, repeatable file exchange — not a one-off custom build your team has to maintain.
Your team owns its own data. Loan and parcel updates happen directly in the platform and take effect immediately, with no support ticket between you and a fix.
Claims from real Inveritax customers.
Explore The Platform
What your review will want to see.
The capabilities IT and vendor management teams evaluate, in one platform.
- Portfolio Dashboard
- Loan and parcel updates
- Exception Flagging
- Recurring file feeds
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- 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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The easiest switch we have ever done – up and running in 30 days with no issues.
Loan Operations Manager $3.5B Illinois bank
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 IT and vendor 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 fit into our existing systems?
It’s designed to integrate with core banking systems and loan servicing workflows. Today, every payment run generates core-ready disbursement files your team posts directly — no re-keying — and escrow data and payment activity stay in sync with your systems of record.
What does implementation look like?
A guided welcome process takes you from kickoff to live in 30 days: discovery and setup, the welcome file (data migration), then portfolio transfer and validation. Your client success team leads it — it’s a structured handoff, not a project your IT staff has to own.
How does data move in and out?
Inveritax securely receives your loan and parcel data to establish the starting point, then stays current through recurring file feeds or direct updates by your team. Outbound, you get core-ready files and exportable reports — structured data ready for use, not PDFs to transcribe.
What’s the ongoing lift on IT?
Low by design. It’s a web application — no infrastructure to host — and because servicing teams manage their own portfolio records directly, routine changes don’t route through IT or through vendor requests.
Onboard a vendor without the headache.
See the security documentation, integration approach, and support model behind the platform.