Overview
Sageworks uniquely offers banks and credit unions the Electronic Tax Return Reader, which imports information from business borrowers’ tax returns that are electronically produced by a tax package. Spread new loans and reviews in seconds instead of manually keying in data.
Key Features
- Import whole returns in less than a minute
- Reduce data errors that may occur during manual entry
- Ensure consistency of data entry between different analysts or lenders
Key Benefits
- Save up to 20 minutes per return
- Reduce the risks of manual data entry errors, including skipped lines or transposed numbers
- Ensure consistency of data entry Import properties from the Form 8825 and Schedule E, Part 1 automatically
- Make electronic tax returns part of underwriting policies to bolster data quality and efficiency
- Eliminate bottlenecks with data entry for underwriting or annual reviews
- Use with Sageworks solutions or other spreading systems
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Product/Service details
SOLUTION OR SERVICE TYPE