New Feature
TIN Matching Now Available
Built-in TIN verification to support more accurate tax filing and help reduce penalty risk.
New Feature! Introducing TIN Matching In The Mortgage Office
Improve U.S tax filing data accuracy and help reduce penalty risk with built-in TIN Matching.
TIN Matching is a new enhancement in The Mortgage Office designed to support more accurate tax filing by verifying key borrower tax details before submission. By proactively identifying inconsistencies between TIN type, TIN number, and entity name, this feature helps teams address issues early and move forward with greater confidence during tax season.
Why TIN Matching Matters
Even minor discrepancies in borrower tax information can lead to IRS notices, filing delays, or penalties. TIN Matching was developed in response to common challenges lenders face during tax season, where accuracy across multiple data points is critical.
By validating information before filing, TIN Matching helps reduce avoidable errors and supports a more predictable, controlled tax preparation process.
How It Works
TIN Matching works behind the scenes to verify data prior to submission, without changing your existing tax filing process. Once information is transmitted in TMO, the filing process continues as usual, with added confidence that critical details have been reviewed for accuracy.
Additional Resources
Leverage dedicated documentation and walkthrough resources better understand the feature and benefits.
- Interactive Walkthrough
- Help Article: How to Use TIN Matching
TIN Matching is available in The Mortgage Office to support more accurate tax filing and reduce risk. Complete the form or contact your Account Representative to learn more.
TIN Matching
Submit your information below and an Account Representative will reach out soon.
Ready to power your business with The Mortgage Office?
Let us show you how efficient and accurate your loan management platform can be.