Lender Monthly Monitoring Reports and Real Time Alerts

 Monthly Reports

Similar to the initial Tax Liability Risk Assessment Report, we are able to review the borrower’s current liability status and any changes on a monthly basis.

 Convenient Real-Time Alerts

Lenders are able to receive Real-Time Lender Risk Alerts providing notification if a borrower’s status has changed.  This will allow the lender to preemptively manage risks.

 Portfolio Health Checks

Through a comprehensive initial tax risk assessment, monthly monitoring, and Real-Time Lender Risk Alerts, lenders are able to proactively manage client risk.  We have a proven success record of helping prevent loss due to tax liabilities and/or taxpayer non-compliance, thereby improving the lender’s overall portfolio health.