Overview
You must provide payment instructions for every parcel in a tax report to move your portfolio forward. Making these decisions at the parcel-level allows you to handle complex reports where different loans or properties require unique payment actions, such as full payments, adjusted amounts, or non-payments.
Making Payment Decisions for Parcels
Click Decision Tax Reports from the dashboard or Manage Tax Reports from the side menu.
Click the Tax Report ID for the report you need to decision.
Expand the loan details to view each parcel.
Choose to decision in bulk or by single parcel:
Mark Entire Page As: Applies one decision to every parcel and loan on the current screen.
Mark All As: Applies one decision to all parcels within a single loan.
Authorized for Pay: Applies a decision to a single parcel within a loan.
Choose a decision to apply to parcel(s):
Pay: Choose this to pay the full installment amount
Adjusted Amount: Choose this to input a specific, different amount to pay
DNP – Do Not Pay: Choose this if you elect not to fund the tax for that parcel.
Re-Report: Choose this to request that the parcel be removed and reported again later.
Click Review and Create Batch.
Click Review to approve the report.
Outcome
You have applied payment decisions to the parcels in the report. These records are now ready to be batched and sent for funding.