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Lender Monthly Monitoring Reports and Real Time Alerts

Funding with Confidence

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.

 

 

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