TOD, a Lender's Best Friend
One-time reporting or ongoing monitoring of your client’s tax transcripts – everything you need to manage your lending portfolio effectively and efficiently.
Scale your portfolio efficiently
Scale your operations without the need for additional employees or personnel time.
- Reduce overhead as you grow your underwriting and servicing
- Maintain regulatory, legal, and compliance requirements
- Streamlined workflows to minimize borrower required inputs
- Reduce your overall risk of potential fraud


Streamline your underwriting
Save time by expediting your underwriting process, retrieving your client’s tax transcripts faster and more efficiently.
- Verify financials and receive accurate, reliable information
- Choose one of three convenient timelines to retrieve your tax return transcripts
- Customize reports to streamline your review process


Reduce your portfolio's risk
Monitor ongoing data to better understand and manage risk before it impacts your portfolio.
- Customized alerts to monitor your client's transcripts
- Receive detailed reporting of historical & ongoing tax obligations
- Automate annual review and reporting
