For SBA lenders, annual loan reviews are a critical part of assessing borrower financial health and ensuring compliance. But retrieving and analyzing tax transcripts manually? That’s time-consuming, error-prone, and slows down decision-making.
TaxNow changes that. Our platform automates Official IRS Record retrieval for businesses and individuals, giving lenders instant access to IRS-verified financial data so they can move faster with confidence.
Lenders depend on annual reviews to manage risk and keep businesses in good standing. But the process often involves:
– Slow manual transcript requests that delay reviews
– Heavy administrative burdens on lending teams
– Risk of errors and compliance gaps
These inefficiencies don’t just waste time, they impact loan decisions and borrower relationships.
With TaxNow, SBA lenders can:
By automating Official IRS Record retrieval, TaxNow helps lenders complete annual reviews faster and with fewer headaches. With quick access to the data that matters, lending teams can focus on higher-value tasks and better serve their borrowers.
Don’t let outdated processes slow you down. See how TaxNow can help your lending team stay ahead.
