Case Study

Tax Line Set Up: The Industry Demands Better Data

LTA_LP Offer Image Mock_Tax Line Set Up

What's in this resource?

This case study discusses the challenges of relying solely on automation in tax service loan set ups and conversions, and why an accurate starting point is essential—whether you are setting up one loan or converting a portfolio of millions. 

Importance of tax line accuracy in the mortgage origination process

Risks associated with assuming data accuracy

Prevalence of data issues in loan portfolio conversions


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