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Real estate tax servicing,
reimagined.

We take the headaches out of delinquent property tax tracking and escrow payment processing for lenders and servicers of all sizes.

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WHAT CUSTOMERS SAY

★★★★★
“This is by far the easiest switch we’ve ever done — up and running in 30 days with no issues.”
Loan Operations Manager$3.5B Illinois bank
“Our finance team is in awe of the 1-click payment for all escrow amounts — no more wires or paper checks.”
VP Loan Operations$6B Minnesota credit union
“The only system I’ve seen with on-demand, real-time delinquent rechecks — it blows away anything we’ve used.”
Member Solutions Manager$7B Illinois credit union
“I processed all escrow payments for the entire state of Minnesota in less than 15 minutes — my mind is blown!”
Loan Operations Specialist$15B Wisconsin bank

Comparing LERETA, Cotality, or another vendor?

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Onboarding

Up and running in 30 days.

We don’t “convert” you — we welcome you. Our team handles the heavy lifting to make switching faster, easier and far less disruptive.

1
Discovery
Map your current process and identify what your team needs.
2
Welcome File
We configure your setup and prepare your portfolio data for onboarding.
3
Validate & Review
We clean up, validate and confirm your data so everything is ready to go.
4
Go Live
Your team is trained, your portfolio is loaded and you’re ready to process.
See the switching process

The Platform

Key features that simplify your work.

Inveritax brings everything into one modern platform.

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.
Includes:
  • Portfolio Dashboard
  • Loan and parcel updates
  • Exception Flagging
  • Recurring file feeds

Learn more

Delinquency Monitoring
Identify current and prior-year delinquent property taxes across your portfolio so your team can act early and reduce servicing risk.
Includes:
  • Current-year checks
  • Prior-year tax monitoring
  • Real-time delinquent recheck
  • Early risk visibility

Learn more

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.
Includes:
  • Tax amount aggregation
  • Jurisdiction matching
  • Payment schedule tracking
  • Escrow reporting

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Payment Processing & Core Reporting
Approve payments, group batches and process payments with a single click.
Includes:
  • Guided payment workflow
  • Bulk payment approval
  • ACH debit processing
  • Core-ready export files

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The Customer Voices

Here’s what customers are saying.

Built for community banks, credit unions and mortgage lenders.

“Last year it took four people and days of manual work to get through tax season. With Inveritax, we expect to cut that in half.”

Erica Dornfeld

VP Operations — BANK OF KAUKAUNA

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Leadership

Built by a team lenders already know.

A team that’s spent its careers inside real estate tax — at the companies lenders have trusted for years.

Alex Kowalski
Co-Founder & CEO
Ex-CEO, Info-Pro · 20+ years in finance
Kris Pelot
Chief Operating Officer
Ex-President, Info-Pro · 25+ years in real estate tax
Mike Braun
Chief Product Officer
Ex-SVP Product, Info-Pro · 15 years in tax servicing
Kelly Tighe
VP, Client Success
Ex-Info-Pro & LERETA · 15 years in real estate tax servicing
Years of Experience
Years of combined experience in real estate tax search, escrow and loan servicing.
States Covered
States covered by the team’s prior tax-servicing operations.
Tax Jurisdictions
Tax jurisdictions the team has worked across.
Meet the team
What’s the measurable ROI?

Efficient workflows, fewer errors, cleaner audits, happier teams. That’s ROI you can actually measure.

How many tax jurisdictions does Inveritax cover?

Inveritax covers all U.S. tax jurisdictions, with active monitoring across thousands of counties, municipalities and special tax districts nationwide.

Can Inveritax integrate with our existing loan servicing system?

Yes — Inveritax integrates with major core systems including Fiserv, Jack Henry and others through file feeds, APIs and recurring data exchange.

What happens if a tax amount changes after verification?

Inveritax automatically detects and flags changes to verified tax amounts, updates your portfolio in real time and surfaces the change to your team for review.

How is data security and compliance handled?

Inveritax is SOC 2 Type II compliant with end-to-end encryption, role-based access controls and full audit logging across all data interactions.

Ready to transform tax season?

See how Inveritax can cut your tax servicing workload.

Book a demo
Watch the 4-min tour