SOLUTIONS BY TEAM · LOAN OPERATIONS
Built for the team that runs tax season.
One place for loan operations to track, prepare, and pay real estate taxes — without the spreadsheets, county websites and vendor tickets.
“I processed all escrow payments for the entire state of Minnesota in less than 15 minutes.”
Loan Operations Specialist · Community lender
Comparing LERETA, Cotality, or another vendor?
Sound Familiar?
The work behind
“tax servicing.”
If your team handles real estate taxes today, this is probably what the job actually looks like.
Chasing tax amounts one county at a time
County websites, phone calls, and vendor portals — repeated for every jurisdiction in your portfolio, usually at the busiest point of the year.
Spreadsheet trackers nobody fully trusts
Tax statuses, due dates, and payment records living in files that only one person really understands — and that audit can’t easily follow.
Waiting on a vendor ticket to fix your own data
A loan pays off or a parcel changes, and the update goes into a ticket — then your portfolio is out of sync with your core until someone gets to it.
Late notifications on delinquencies
Without ongoing monitoring, a prior-year delinquency can sit unnoticed until it’s a remediation project instead of a quick fix.
A year-end crunch compressed into weeks
Tax amounts arrive late and all at once, so escrow disbursement becomes overtime season instead of a planned workflow.
Re-keying verified numbers into the core
Amounts get confirmed in one system and typed into another — every manual entry a chance for the kind of error examiners notice.
Sound Familiar?
The scramble becomes a workflow.
Not new software for the same broken process — the day-to-day itself changes in three ways.
The work starts when amounts post — not at year-end. Data is collected and verified continuously through the cycle, so December stops being a cliff.
Your team owns its own data. Changes happen directly in the platform and take effect immediately — no vendor ticket queue between you and your portfolio.
Every action leaves a trail. Reviews, approvals, and payments are recorded as they happen, so audit prep is already done before anyone asks.
Claims from real Inveritax customers.
Explore The Platform
Key features to your new workflow.
Everything loan operations touches in a tax cycle, in one platform.
- 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
- Tax amount aggregation
- Jurisdiction matching
- Payment schedule tracking
- Escrow reporting
Learn more
- Guided payment workflow
- Bulk payment approval
- ACH debit processing
- Core-ready export files
Learn more
I can’t believe I’m going to say this, but I can’t wait for tax season to start now that we’re set with Inveritax!
Loan Operations Supervisor Bank Customer
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
Written for operations 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.
Will our team need IT to manage Inveritax day to day?
No. Loan operations teams manage their portfolio directly in the platform — adding, editing, and removing loans and parcels themselves, or maintaining updates through recurring file feeds. IT involvement is typically limited to initial setup of file exchange.
Can we update loans and parcels ourselves, or do we submit tickets?
You update them yourselves. Unlike ticket-based vendor systems, changes take effect immediately and your portfolio stays aligned with your core system without waiting on a queue.
What does the workflow look like during tax season?
The platform is task-driven: as tax amounts arrive and are verified, your team is prompted on what needs review, what’s approved, and what’s ready to pay — organized by each jurisdiction’s schedule rather than a single year-end batch.
How do approved payments get into our core system?
Approved payments generate a core-ready disbursement file, so verified amounts move into your core without manual re-keying.
Can we switch without disrupting an active tax cycle?
Most teams are up and running in 30 days through a four-step onboarding: discovery, welcome file, validate and review, then go live. Timing is planned around your tax calendar during discovery — see how inveritax compares to your current vendor.
Run tax season. Don’t survive it.
See how loan operations teams track, prepare, and pay real estate taxes from one platform.