DigitalTax® Onboarding Decisions
Preventing gaps in tax line setup
Accuracy that prevents customer complaints
Accurate tax line setup based on your custom rules reduce unexpected year-one tax surprises for borrowers.
Consider:
- Do investor requirements affect origination or closing payments?
- Do loans require special handling due to location?
- Does the opening escrow balance align with closing expectations?
- Have new construction tax surprises caused borrower complaints?
Instead of a one-size-fits-all approach, our DigitalTax Onboarding Decisions proactively addresses these scenarios using your specific rules and loan data. The intuitive interface helps automate property tax workflows, eliminate spreadsheets, minimizes property tax errors, and offers full visibility with dashboards and audit trails.
Lower risk of borrower complaints
Catch tax inconsistencies on day one with closing data, portfolio rules, and more. Ensure accurate property tax payments upfront to prevent disputes, protect your reputation, and safeguard your bottom line.
Reduce manual processes
Eliminate spreadsheets by using closing data and business rules for accurate tax line setup. With one interface, avoid manual tracking and guesswork, so you always know what’s done and what needs attention.
Complete visibility and control
Our dashboard gives a clear view of work in progress with history tracking for every decision. Skip spreadsheets, manage exceptions, track statuses, and avoid errors with streamlined property tax workflows.
Lower risk of borrower complaints
Catch tax inconsistencies on day one with closing data, portfolio rules, and more. Ensure accurate property tax payments upfront to prevent disputes, protect your reputation, and safeguard your bottom line.
Reduce manual processes
Eliminate spreadsheets by using closing data and business rules for accurate tax line setup. With one interface, avoid manual tracking and guesswork, so you always know what’s done and what needs attention.
Complete visibility and control
Our dashboard gives a clear view of work in progress with history tracking for every decision. Skip spreadsheets, manage exceptions, track statuses, and avoid errors with streamlined property tax workflows.
Bringing property tax data together
Bridge the gap from closing to tax line creation by consolidating amounts, payment dates, and balances. Save time and reduce errors by updating due dates and amounts in one place, not multiple systems.
Smarter tax line setup for new loans
DigitalTax Onboarding Decisions simplifies tax line setup with filtering, automation, and real-time dashboards. Quickly find loans, apply custom rules, resolve exceptions, and track progress. Reduce manual work and improve your portfolio's accuracy.
Pinpoint priorities instantly
With dynamic filtering, quickly find loans by due date, property type, parcel number, tax ID, or exceptions. The intuitive interface helps prioritizes tasks, reduces guesswork, and improves efficiency – without spreadsheets.
Automate tax line logic
Our powerful rules engine ensures accurate tax line setup by using your data like closing amounts, payment dates, and escrow balances and applying customizable business rules. Tailor rules to specific nuances, ensuring the right items are flagged.
Catch issues before they escalate
Automated exception handling flags errors instantly, preventing downstream issues. It prioritizes tasks, ensures accuracy, and reduces manual effort. Clear alerts help resolve exceptions faster, minimizing rework and improving servicing efficiency.
View everything in real-time
The intuitive dashboard centralizes loan statuses, due dates, exceptions, and tasks in one view. Identify bottlenecks, prioritize tasks, and maintain workflows. Drill into details, track progress, and adjust to prevent delays and improve efficiency.
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Pinpoint priorities instantly
With dynamic filtering, quickly find loans by due date, property type, parcel number, tax ID, or exceptions. The intuitive interface helps prioritizes tasks, reduces guesswork, and improves efficiency – without spreadsheets.
Automate tax line logic
Our powerful rules engine ensures accurate tax line setup by using your data like closing amounts, payment dates, and escrow balances and applying customizable business rules. Tailor rules to specific nuances, ensuring the right items are flagged.
Catch issues before they escalate
Automated exception handling flags errors instantly, preventing downstream issues. It prioritizes tasks, ensures accuracy, and reduces manual effort. Clear alerts help resolve exceptions faster, minimizing rework and improving servicing efficiency.
View everything in real-time
The intuitive dashboard centralizes loan statuses, due dates, exceptions, and tasks in one view. Identify bottlenecks, prioritize tasks, and maintain workflows. Drill into details, track progress, and adjust to prevent delays and improve efficiency.
100%
customizable rules tailored exactly to your portfolio’s unique investor and regional needs
24/7
real-time dashboard visibility into exceptions and loan statuses, replacing cumbersome spreadsheets
FAQ
Is DigitalTax Onboarding Decisions a free enhancement or a paid upgrade?
This is a paid upgrade available to Cotality Residential Tax Services clients. Contact us for pricing details.
What Cotality products are required to access DigitalTax Onboarding Decisions?
To access DigitalTax Onboarding Decisions, you must have Cotality’s basic residential tax services. This ensures seamless integration and accurate tax line setup using your data.
Does this work for both new loans and acquisitions?
DigitalTax Onboarding Decisions is currently designed for new loans only.
