Overview
You use the Dashboard as the central hub for Commercial Tax Portal to monitor your entire portfolio and address urgent action items. By centralizing high-level filters, quick links, and summaries, the Dashboard reduces the need to manually navigate through different modules to find tasks requiring immediate attention, such as expiring tax reports or unsent wire batches.
Navigating the Dashboard
Dashboard Tiles
The tiles on the dashboard provide a summary of your portfolio and act as "calls to action". Clicking a link within a tile directs you to the corresponding module with relevant filters automatically applied.
Tax Reports Tile: View the count of single tax reports pending approval and bulk records ready for processing. This tile also highlights the number of reports expiring within 12 days.
Wire Batches Tile: Track reports waiting to be assigned to a batch and view unsent wire batches that may be expiring.
Refunds Tile: Displays the number of refunds currently in the research or active progress phases.
Loans Tile: View a summary of active loans and those currently in the "Research In-Progress" status.
Note: If you are a Special Servicing client, you can view a summary of loans with incomplete or complete tax certificates.
Quick Links: Provide direct access to learning resources, release notes, and system announcements.
Primary Navigation and Filtering
Client ID Selection: If you have access to multiple clients, use the dropdown menu at the top of the screen to search for and select a specific Client ID. This applies a system-wide filter that persists across tabs and windows.
Side Menu: Navigate to any specific module via the left-side menu. To increase the visibility of tables and data on your screen, you can collapse this menu at any time.
Side Menu Modules
You navigate to these modules when you need to complete specific tasks within the tax management lifecycle:
Tax Reports: Make payment decisions for single reports, handle bulk decisioning via the Automated Tax Report File (ATRF) and Disbursement modules, and perform tax payment verifications.
Wire Batches: Create, manage, and send batches so Cotality can match your funds with submitted payment decisions you have made.
Loans: Search for and modify existing loan and parcel information, upload or manage new bulk or single loans to your portfolio, and manage the setup of tax lines.
Refunds: Search for checks sent from agencies and track the status of those funds as they move through the research and return process.
Agencies: Access a directory of the agencies managing your loans to view their specific contact information, payment rules, fees, and upcoming tax events.
User Reports: Access this module to generate and view reports relevant to your system activity and portfolio data.
Dialog Notes: Use this tool to create new dialog notes and view or edit the historical communication log associated with tax reports or loan records.