Guidance for Every Dashboard, New Loan Search Filters, and Upgraded TPS Reporting

Guidance for Every Dashboard

For quick context, we've added helpful, plain-language notes in the Portfolio Overview page and within every individual dashboard.

Tax Payment Status Reporting

Expanded Lookback Period: the Tax Payment Status (TPS) End of Cycle metric now includes a one-year history for a more comprehensive snapshot of payment status at the close of each reporting cycle.

Filtering Tip: You can now filter by the Agency's TPS Cycle date range to better analyze historical trends.

Loan Search Enhancements

For our Delinquency Follow-up Service (DELFUS) clients, we added a new "Hold Code" filter to the loan search criteria for more precise targeting and faster searches.

A Cleaner Tax Receipts Interface (for Tax Receipts Clients Only)

We streamlined your interface by removing unnecessary fields and introduced a History tab for all requested receipts, helping prevent duplicate orders and associated fees on Collector Receipts.