Keep the approved baseline.
Record the loan’s tax assumptions, coverage dates, payment responsibility and reserve allocation.
CLARITY FOR CREDIT OPERATIONS
From assumptions
to answers.
The approved tax budget says one thing. The bill says another. Evenward brings the evidence together so your team can see the difference and resolve it.
30 days · Up to 10 loan files · Your data, exportable
E EVENWARDSYNTHETIC EXAMPLE
MEDIA DISTRICT MULTIFAMILY
One loan. The whole picture.
Annual property tax · California
Approved assumption$36,000
Recorded bill$120,000
$84,000 variance
OpenReady for an analyst to review.
Outstanding$110,000
Escrow allocation$90,000
Reserve shortfall$20,000
Evidence stays with the decision
Approved memo · Bill · Payment record · Reviewer note
Illustrative figures, with a partial payment of $10,000.
For the handoff between
OriginationAsset managementServicing
A CLEARER WAY THROUGH
Less reconstructing.
More resolving.
Start with the records your team already has. Make the exceptions visible, give them an owner, and keep a history of what changed.
See what needs attention.
Match annual and supplemental bills to the right parcel and period. Find variances, unpaid balances and reserve shortfalls.
Close with evidence.
Assign a reviewer and record the decision. When the underlying evidence changes, the case returns for review.
BUILT AROUND YOUR TEAM
A workspace for people.
A skill for their agents.
Your team works in a private workspace. Their agents use the same underlying operations with scoped, expiring keys approved by that workspace’s administrators.
Install the Evenward skill →Evidence, not automatic conclusions.
Search supporting documents and check the original. Uploading a file never creates or changes a bill by itself.
History you can follow.
Recorded revisions, review decisions and audit history help explain how a case reached its current state.
Records you can take with you.
The pilot includes workspace exports. Source access for internal self-hosting is available through a separate purchase.
START WITH A FEW FILES
See what your process
might be missing.
A free 30-day pilot for up to ten loan files. Agree on approved data and document classes before you begin.