TOD, a Lender's Best Friend
Seamlessly access your clients’ tax transcript data from origination throughout the life of their loan. Designed to help you manage your portfolio effectively, efficiently, and affordably, TOD is a lender’s best friend
Scale your portfolio with real-time tax data access
Spun out of the #1 facilitator of SBA 7(a) loans, TOD enables rapid access to borrower tax data during origination and servicing, so you can streamline your processes, reduce your workload, and scale your portfolio
Experience the TOD difference
TOD empowers lenders with continuous access to tax transcript data
- Readily access borrowers' tax data, including past and future tax transcript information
- Automatically pull tax data into your existing reports, templates, and workflows
- Reduce upfront underwriting costs and eliminate repetitive servicing tasks
- Scale your portfolio with a more efficient, cost effective tax data system
Make obtaining tax data easy for you and your clients
In three simple steps, you can receive up to 10 years of historical tax data and 3 years of future filings
Create a tax transcript request for one or multiple taxpayers
Client receives e-sign request for pre-populated Form 8821
Receive access to historical and future tax transcript data
