Small businesses can now access IRS, SSA, And VA income records

A modern all-in-one income verification solution that enables the most comprehensive sole proprietor borrowers to have permission access to their IRS tax records

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Three out of every ten of your borrowers drop off during the document collection process.

Three out of every ten of your borrowers drop off during the document collection process. It is a pain for your borrower and a time-intensive process for your internal team to gather documents and then organize the documents and make the proper calculations to approve loans and lines of credit. Your small business owners often do not have access to all the documents you need to make loan approvals fast enough. Your SBA and term loan products drive your business so why is the process so slow? Do you not want to make approvals faster and get borrowers approved?

Why Small Businesses benefit from using ModernTax

Instant access to tax data can make your product more seamless for your customers and automate the back-office team's tasks of verifying documents and running calculations. With getting consumers’ permission to access tax records you no longer need to have your sales managers gather documents and manually run calculations by your funding manager.

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Reduce lending risk

With accurate and verified income information from the IRS, you can be confident about creditworthiness and borrowers maximize their loan offers.

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Accelerate lending timelines

Faster approval timelines mean happier borrowers and more closed loans. Cut down on seven-day and sometimes two-week wait times with waiting on IRS and third-party vendors and get secure data instantly with the consumer’s permission.

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Increase approvals

Approve loans confidently for borrowers and increase approval rates up to 30%.

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Increase efficiency

Cut down on time spent waiting on documents by directly tapping into your client’s verified IRS records. Your sales reps and funding managers will love you more.

What They Say About Us

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Insurance Industry

It was fairly easy for our underwriters to access tax and income data directly through the ModernTax dashboard and saved us hours on manual reviews of uploaded documents.

Christopher Joseph
SVP of Underwriting, Agency Mortgage Lender

Small Businesses

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James Land
Creative Director

Mortgage Industry

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James Land
Creative Director

Small Business Lending

We have increased our conversion rate of new applications by 25% within a few weeks of using ModernTax to allow borrowers to share their tax records with our underwriting teams within the application.

Tina Bailey
GM, SBA Lending, 4th largest SBA lender

Ready to shift to ModernTax?

Get started in a few days and starting accessing records!

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