The LERETA
Tax Services Suite

For more than 35 years, we have been relentless in our pursuit of excellence as measured by performance, accuracy, speed and ease of use.

The LERETA
Tax Services Suite

For more than 35 years, we have been relentless in our pursuit of excellence as measured by performance, accuracy, speed and ease of use.

Tax Services At a Glance:

Standard Tax

Fast and accurate tax data to manage escrow and non-escrow mortgage loan portfolios.

LERETA’s Standard Tax Service manages escrow and non-escrow portfolios across 24,000 tax agencies. Our data automation and loan servicing system integrations maximize time and efficiencies while minimizing penalties caused by manual processes and inaccurate data.

Highlights
  • Timely and accurate tax agency and parcel number identification for commercial, residential, and mobile home properties

  • Escrow tax payments remitted to proper tax authority, well ahead of economic tax due dates
  • Comprehensive tax status reporting and annual delinquency information
  • Customized delinquent letter services for non-escrow homeowners

Client Benefits
  • Quick access to extensive and real-time tax data in an easy to use web-based system

  • Simplified reporting, ordering and research of tax agency information
  • One-on-one training conducted by experts with access to our online training resource center, LERETA university
  • Dedicated team for support

Supplemental Tax Services

Specialized solutions that cover the full loan servicing life cycle.

Flexible and scalable to fit your unique needs

Loan Set Up & Audits

Missed parcels and agencies at loan set up can result in missed tax payments, penalties and interest, creating a lack of trust and reputational risk for servicers. LERETA’s technology streamlines the process to provide trust and accuracy during tax line set up.

  • Tax Line Set Up
  • Tax Line Audit Suite
  • ParcelPro
  • AgencyPro

Delinquency Reporting

LERETA’s suite of delinquency services and reporting reveals the risks in your portfolio. Reports are coordinated to align with collecting agencies and reducing risk.

  • Tax Status Reports
  • Date Down Reporting
  • Redemptions
  • Proof of Payment
  • Customized letter service to non-escrow homeowners

Outsource Tax

A complete solution that manages back-end payment processing and front-end borrower inquiries.

With more than 35 years in the tax business and an average management staff tenure of 20 years, we are the industry’s most experienced tax service partner. Clients have total transparency into the process and the ability to measure our performance on a real-time basis.

Our flexible outsource solutions are designed to support diverse business rules and the unique nuances of your portfolio and processes. We act as an extension of your team to provide a seamless experience to your customers.

Highlights
  • Work performed inside or outside existing servicing system

  • Timely payments, expanded refund check processing

  • Tax payment exception and delinquent reporting processing

  • Letter services

Optional Services
  • Tax line set up

  • Call center support

Call Center Solutions

LERETA’s customized call center solutions combines cutting edge call center technology with best-in-class tax processing systems to support rapid response times and exceptional customer care.

Our technology includes speech analytics, voice and screen recording options, integrated SMS functionality, call calibration and quality evaluation services, and more.

Highlights
  • Real time reporting

  • Loan servicing system agnostic

  • Flexible hours of operations with 100% US-based support team

  • Bilingual Call Center (English/Spanish) as well as translation services available

Specialty Tax Services

LERETA understands the complexities of non-standard product lines and the nuances of their regulations, our customized solutions eliminate client pain points.

  • National Title Tax Certifications

  • Reverse Mortgages

  • Manufactured Housing

  • Oil & Gas Commercial

  • Corporate Owned

  • Wealth & Trust