Switching is easier than, staying stuck.
Legacy tax servicing means waiting on batch files, ticket queues and someone else’s timeline. Inveritax gets you live in 30 days — with verified data, direct control and a named lead who runs the whole transition.
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WHAT CUSTOMERS SAY
★★★★★The Platform
What you’re switching to.
Inveritax brings everything into one modern platform.
Portfolio Status · Live
Portfolio Visibility & Control
Keep loan and parcel data current, view tax statuses in one place and catch missing or inconsistent information before it slows your team down.
Delinquency Scan
Parcel 31-0227-14
$1,842
Brown County, WI
Prior-year delinquent
Parcel 22-1041-08
$3,871
Hennepin County, MN
Current
Parcel 11-0809-22
$612
Dane County, WI
Delinquent — installment 2
Delinquency Monitoring
Identify current and prior-year delinquent property taxes across your portfolio so your team can act early and reduce servicing risk.
Incoming amounts · Live
Hennepin County, MN
$3,871
Parcel 22-1041-08
Tax bill received
Dane County, WI
$4,212
Parcel 11-0809-22
Tax bill received
Outagamie County, WI
$3,108
Parcel 31-0227-14
Tax bill received
Escrow Tax Preparation
Collect, verify and organize tax amounts by jurisdiction so your team can review what is due earlier and avoid the year-end scramble.
Payment Processing & Core Reporting
Approve payments, group batches and process bulk ACH payments across your entire portfolio — with core-ready disbursement files for reporting.
…two weeks ahead of a typical start date.
Natalie Onkels Bank of Kaukauna
VENDOR COMPARISON
Two ways to run tax servicing.
See how we stack up against the legacy platforms.
Comparing us to a specific vendor? See a detailed breakdown ↓
Cut your losses. Switch to Inveritax
Replace batch-file servicing and vendor tickets with verified amounts, direct portfolio control and a named contact.
Community-bank attention and a 30-day welcome instead of enterprise implementation timelines.
What happens to our data during the transition?
You send us your portfolio file — that’s it. Our technology cleans up inconsistent or messy data automatically, and everything is validated and confirmed with your team before go-live. Nothing goes live until you’ve reviewed and signed off on the validation report.
How much of my team’s time does switching take?
Far less than you’d expect. Your team’s part is essentially: join a kickoff call, send your portfolio file, review the validation report and attend training. The configuration, data preparation, cleanup and validation work is handled by Inveritax.
Will switching disrupt tax season if we move mid-cycle?
Timing is planned around your tax calendar during Discovery, so the transition doesn’t collide with a disbursement deadline. Most teams are up and running in 30 days through the four-step welcome process.
Does our IT team need to be involved?
It depends on the connection scope you choose. Many institutions run on simple file import and export — no direct integration required — which keeps IT involvement minimal. If you want a deeper core system connection, we scope that during Discovery so your IT team knows exactly what’s involved before anything starts.
What if errors surface after go-live?
Every amount is verified against official tax data, and discrepancies are flagged for review rather than passed through. If something does surface, you have a named contact who knows your portfolio and resolves it with you directly — not a ticket queue.
Do we run parallel with our current vendor during the switch?
That’s decided in Discovery based on where you are in the cycle. Many teams keep their current service running through validation, then cut over the same day the report is signed off — so there’s no gap in coverage.
Your welcome lead
A name, not a ticket
Kelly Tighe — VP, Client Success
Kelly leads the full client journey at Inveritax, from onboarding through long-term partnership. She brings 15 years of experience in real estate tax servicing, with leadership roles across client services, account management and sales operations at Info-Pro and LERETA.
Kelly helped shape the Inveritax platform itself — aligning its workflows and the welcome process with how lending teams actually work. When you switch, the person running your transition has done this hundreds of times before.
ONBOARDING
Up and running in 30 days.
The same four steps you saw on our homepage — here’s what actually happens inside each one, and who does the work.
We map your current process and identify what your team needs — portfolio scope, escrow workflow, reporting requirements and how your core system fits in.
- Kickoff call and process mapping
- Configuration plan for your portfolio
- Core system connection scoping
- Join one kickoff call
- Walk us through your current process
We configure your setup and prepare your portfolio data for onboarding. Our technology cleans up inconsistent or messy data files automatically — your portfolio doesn’t need to be perfect before you send it.
- Account and workflow configuration
- Automatic data file cleanup
- Portfolio preparation for onboarding
- Send us your portfolio file
We clean up, validate and confirm your data so everything is ready to go. Exceptions are surfaced and resolved before go-live — not discovered after it.
- Data validation across your portfolio
- Exception identification and resolution
- Validation report for your sign-off
- Review the validation report
- Confirm you’re ready
Your team is trained, your portfolio is loaded and you’re ready to process. Go-live happens the same day validation is confirmed — there’s no waiting period between “ready” and “live.”
- Team training session
- Go-live support from your welcome lead
- Attend training
- Start processing
Make the switch.
Book a demo and walk through exactly how your portfolio moves to Inveritax.