Property Tax Data Products
Smarter closings with accurate fees
Give borrowers the right numbers, up front
Let's set your loans up for success. We believe the path to borrower trust and smooth closings begins with getting the numbers right from day one. We are here to empower and guide you in delivering that clarity and consistency every time.
To streamline your workflow, we give you two powerful, decisive tools. Just choose the right one for the job:
Need to estimate? Choose Property Tax Estimator (PTE).
PTE is our flagship solution for complex situations like new construction or "TBD" property addresses. It includes all PTB features and adds our proprietary estimation engine, providing a reliable tax amount for virtually any address, even when data isn't found.
Need known data? Choose Property Tax Basic (PTB).
PTB is your precise, rapid solution for properties with a known tax history. It’s ideal for speed when handling refinance or servicing, providing fast and accurate actual property tax data for existing properties. Both products offer delinquency versions, so you are instantly empowered with prior-year payment status history to manage risk proactively.
Guarantee full coverage
Our Property Tax Estimator (PTE) uses its proprietary estimation engine to help ensure you have a tax figure for every scenario, including new construction and TBD property addresses. This means you never miss an opportunity.
Earn borrower trust
Providing an accurate Loan Estimate minimizes changes to escrow and eliminates closing surprises. This consistency builds confidence from day one, and the PTE solution helps reduce costly redisclosures.
Accelerate loan movement
Dramatically cut the time spent on tax procurement. Both products automate data retrieval, delivering answers in seconds and freeing up your team to focus on core origination tasks.
Guarantee full coverage
Our Property Tax Estimator (PTE) uses its proprietary estimation engine to help ensure you have a tax figure for every scenario, including new construction and TBD property addresses. This means you never miss an opportunity.
Earn borrower trust
Providing an accurate Loan Estimate minimizes changes to escrow and eliminates closing surprises. This consistency builds confidence from day one, and the PTE solution helps reduce costly redisclosures.
Accelerate loan movement
Dramatically cut the time spent on tax procurement. Both products automate data retrieval, delivering answers in seconds and freeing up your team to focus on core origination tasks.
Proactively pinpoint risk
Access delinquency information through both PTB and PTE versions. This gives you the prior-year payment history you need to identify and manage borrower risk before the loan closes.
Real-time tax data. Confident closings.
Get verified tax data, real-time address validation, and borrower-ready docs—so you can close faster, reduce support calls, and deliver a clear, confident experience from application to closing .
Proprietary estimation engine
PTE provides a reliable estimated annual tax amount when actual data is unavailable. This feature ensures you have a tax figure for every loan scenario, including new construction and properties with tax caps, reducing processing delays.
Borrower tax summary document
The PTE solution generates a Tax Summary Document (PDF). This transparent document helps educate borrowers on their taxes, adds clarity to the process, and minimizes unnecessary calls to your loan officers.
Automated tax & fee data procurement
Instantly return actual tax data (PTB) or reliable estimates (PTE) for almost any address. This automation allows you to pull essential tax information and calculate values with unparalleled speed and efficiency.
Servicing-quality tax agency consistency
Get tax information reported identically to our main Tax Service product. This ensures a seamless data experience and servicing consistency from the origination stage through the life of the loan.
Proprietary estimation engine
PTE provides a reliable estimated annual tax amount when actual data is unavailable. This feature ensures you have a tax figure for every loan scenario, including new construction and properties with tax caps, reducing processing delays.
Borrower tax summary document
The PTE solution generates a Tax Summary Document (PDF). This transparent document helps educate borrowers on their taxes, adds clarity to the process, and minimizes unnecessary calls to your loan officers.
Automated tax & fee data procurement
Instantly return actual tax data (PTB) or reliable estimates (PTE) for almost any address. This automation allows you to pull essential tax information and calculate values with unparalleled speed and efficiency.
Servicing-quality tax agency consistency
Get tax information reported identically to our main Tax Service product. This ensures a seamless data experience and servicing consistency from the origination stage through the life of the loan.
$52.20
average savings per loan (automation impact)
41.6%
fewer redisclosures, saving $2.91 per loan—boost efficiency and protect margins.
84 minutes
of savings in manual work for your team
FAQ
What is the core value of the Property Tax Estimator?
Can the Property Tax Estimator handle new construction loans?
Who benefits most from using the Property Tax Estimator?
What information does the Property Tax Estimator provide?
What is included in the borrower education document?
How does the Property Tax Estimator improve productivity?
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
Looking for support?
Visit our dedicated support page to find support for all our products.
