List of LERETA Tax Services Suite Customers
Pomona, 91768, CA,
United States
Since 2010, our global team of researchers has been studying LERETA Tax Services Suite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased LERETA Tax Services Suite for Tax Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using LERETA Tax Services Suite for Tax Management include: New American Funding, a United States based Banking and Financial Services organisation with 4800 employees and revenues of $1.00 billion, CMG Financial, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $850.0 million, Lyons National Bank, a United States based Banking and Financial Services organisation with 200 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using LERETA Tax Services Suite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The LERETA Tax Services Suite customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CMG Financial | Banking and Financial Services | 3000 | $850M | United States | Lereta | LERETA Tax Services Suite | Tax Management | 2024 | n/a |
In 2024, CMG Financial selected LERETA Tax Services Suite to outsource residential tax and flood servicing as part of its broader move to bring 400,000 loans into in house servicing. The engagement deploys LERETA Tax Services Suite under the Tax Management category to centrally manage tax and flood processes across the United States, aligning the application with both finance and servicing business functions.
The implementation centers on tax servicing and flood servicing capabilities, including tax bill monitoring, payment coordination, escrow accounting support, flood determination and premium tracking, and borrower communications workflows. Configuration emphasis is on workflow automation and exception handling to streamline routine tax and flood lifecycle tasks and reduce manual casework within servicing operations.
Operational scope explicitly covers finance and servicing teams across CMG Financials servicing portfolio, with the outsourcing model intended to standardize procedures and centralize execution of tax and flood activities. Governance changes focus on vendor managed execution for these processes, updated servicing workflows, and operational handoffs to ensure consistent borrower touchpoints across regions.
The engagement is positioned to improve borrower experience while streamlining tax and flood workflows, reflecting CMG Financials strategy to consolidate servicing operations as it brings a large volume of loans into in house servicing. LERETA Tax Services Suite is restated as the primary Tax Management solution for these functions.
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Lyons National Bank | Banking and Financial Services | 200 | $30M | United States | Lereta | LERETA Tax Services Suite | Tax Management | 2021 | n/a |
In 2021, Lyons National Bank implemented LERETA Tax Services Suite to automate property tax monitoring and payment tracking for its New York real estate loan portfolio. The deployment targeted tax lifecycle oversight within the bank's loan servicing operations in New York State and emphasized exception based management to reduce manual account research.
The bank implemented LERETA’s Standard Tax Service as the primary module inside LERETA Tax Services Suite, configuring capabilities for property tax monitoring, payment tracking, and delinquency detection consistent with Tax Management workflows. Functional configuration focused on automated tax event surveillance, exception queues for accounts requiring follow up, and structured tax cycle monitoring aligned with typical Tax Management operational terminology.
Operational scope covered Lyons National Bank’s New York real estate portfolio and shifted processing to manage loans by exception, reducing manual research and improving delinquency detection and operational efficiency as reported. Governance changes routed exception workflows to loan servicing teams and configured monitoring thresholds within LERETA Tax Services Suite to trigger servicing remediation steps.
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New American Funding | Banking and Financial Services | 4800 | $1.0B | United States | Lereta | LERETA Tax Services Suite | Tax Management | 2020 | n/a |
In 2020, New American Funding implemented the LERETA Tax Services Suite, adopting LERETA’s Total Tax Solutions TTS platform to support tax-service operations within its loan servicing environment. The deployment in the United States targeted the lender’s servicing operations and is categorized under Tax Management, positioning tax-service data to be used directly in servicing workflows.
The LERETA Tax Services Suite implementation focused on integrating tax-service data streams with existing servicing processes, enabling automated tax payment processing and centralized tax data ingestion. Configuration work emphasized payment automation, reconciliation and exception handling, and reporting capabilities to increase operational transparency for servicing teams.
Integrations concentrated on direct data exchange between LERETA’s TTS platform and the lender’s loan servicing workflows, aligning tax remittance and notification flows with servicing operational cadence. Governance changes included centralizing tax-service data and updating servicing workflows and reconciliation processes to reflect the automated payment and reporting capabilities. Reported outcomes from the deployment included greater transparency, automated tax payment processing and operational efficiency gains for New American Funding’s servicing operations.
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