REALTOR & MORTGAGE LENDER PARTNER PROGRAM
THE UNTAX PARTNER NETWORK
When county reassessments hit, monthly mortgage payments often jump by $150 to $350 due to escrow shortages. Untax gives realtors and loan officers annual client assessment checkups, $30 referral bounties (or 10% rev-share), and federal RESPA Section 10 escrow recalculation requests for past clients.
PARTNERSHIP OPTIONS
FOR REALTORS, BROKERS & LENDERS
CO-BRANDED ANNUAL AUDITS
Provide past clients with an annual property tax checkup under your brand. Every time a client orders an Option A DIY packet or an Option B contingency appeal, you earn immediate compensation.
- $30 Flat Bounty on every Option A ($129+) purchase
- 10% Rev-Share on Option B certified contingency wins
- No manual admin • automated client status updates
- Custom referral link with automatic payout tracking
PAST-CLIENT TAX ROLL MONITORING
For real estate teams and brokerage branches: automatic annual tax roll monitoring across your past-client database.
- Import past-client closing addresses via CSV or webhook
- Annual county tax roll monitoring across TN & GA
- Alerts when a county reassesses a past client's home
- Co-branded SMS and email notices from your agent profile
LISTING DEFENSE & RESPA ESCROW
Pre-audit over-assessed listings to show prospective buyers realistic monthly carrying costs, and help recent buyers recalculate inflated escrow accounts.
- Pre-listing tax audits for your listing packets
- Automated RESPA § 10 QWR Demand generated upon reduction
- Lowers monthly escrow payments after an approved tax cut
- Addresses post-closing escrow shortages
FIXING POST-CLOSING ESCROW SHORTAGES AFTER A TAX REDUCTION
When an assessment appeal wins, many mortgage servicers (Wells Fargo, Rocket, Mr. Cooper, PennyMac) hold the surplus until their annual escrow review, leaving homeowners paying the higher monthly amount for up to 11 months.
Untax prepares a formal Qualified Written Request (QWR) under RESPA Section 10, requesting an out-of-cycle escrow recalculation within 30 business days to refund surplus funds and adjust the monthly mortgage payment.
RUN A TEST BATCH CLIENT AUDIT
Paste client addresses below (one per line) to compare recorded county assessments across your client list.
PARTNER WITH UNTAX FOR THE 2026 NOTICE DROP
Complete the form below to receive your co-branded client link, affiliate tracking codes, and sample client mailers before county assessment notices drop.