UNTAX
REALTOR & MORTGAGE LENDER CO-BRANDED FLYWHEEL
THE UNTAX PARTNER NETWORK
When county reassessments strike, monthly mortgage payments spike by $150 to $350 due to escrow shock. Untax arms realtors and loan officers with automated assessment checkups, $30 referral bounties (or 10% rev-share), and federal RESPA Section 10 escrow recalculation demands that make you the post-closing hero.
THE 3-TIER PARTNERSHIP STAIRCASE
ZERO CAC • BUILT FOR ACTIVE PRODUCERS
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
- Zero operational lift • automated client notification
- Custom affiliate tracking link via HighLevel CRM
TURNKEY ROLL WATCHDOG CRM
For high-volume real estate teams and brokerage branches: a pre-configured HighLevel CRM sub-account wired to Untax's high-speed roll observation engine.
- Auto-import closing addresses via webhook or CSV
- Continuous CAMA roll monitoring across TN & GA
- Instant alert triggers when county reassesses a past client
- Co-branded SMS and email notices from your agent profile
LISTING DEFENSE & RESPA ESCROW
Differentiate your listing presentations. Pre-audit over-assessed listings to demonstrate lower prospective monthly carrying costs to wary home buyers.
- Pre-listing tax audits included in your marketing packets
- Automated RESPA § 10 QWR Demand generated upon reduction
- Cuts client mortgage payments by $150–$350/mo out-of-cycle
- Eliminates post-closing escrow shortage shock
HOW UNTAX CURES POST-CLOSING ESCROW SHOCK
When an assessment appeal wins, most mortgage servicers (Wells Fargo, Rocket, Mr. Cooper, PennyMac) hold the excess cash until their once-a-year annual analysis. Homeowners continue paying inflated monthly escrows for up to 11 months!
Untax compiles and delivers a formal Qualified Written Request (QWR) under RESPA Section 10. Federal law legally compels the servicer to perform an immediate out-of-cycle analysis within 30 business days, refunding surplus escrow funds and reducing the client’s monthly mortgage payment immediately.
RUN A TEST BATCH CLIENT AUDIT
Paste client addresses below (one per line) to instantly generate an executive summary of indicated assessment disparities and potential Year 1 tax savings across your book of business.
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.