STAGE:
Planning
Closing/Funding Underwriting

Automated Tax Return Transcript Integration

STAGE: Planning

Since tax return transcripts are required for every SBA loan, several customers have asked for a more streamlined, automated way to request and retrieve them directly in SPARK.

We are researching and designing the integration of tax return transcript ordering and retrieval from third-party providers directly within SPARK. This would automate the process, making it more efficient and less manual for your team.

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