Overview
Deal Details maintains a proprietary database containing property tax lookup links for all 3,145 U.S. counties. When you enter a property address, the software automatically pulls the current tax bill from the county's online records. This eliminates manual research and helps you provide clients with accurate escrow estimates during the loan scenario process.
Before You Start
Requirement | Details |
Property address | You need the complete street address for the property |
Existing home transaction | This feature works for properties with established tax records |
Internet connection | The system pulls data from county tax websites in real time |
Step-by-Step: Retrieving Property Tax Data
1. Create a New Property Entry
Click to create a new property in Deal Details
Select Existing Home as the property type
2. Enter the Property Address
Type the full street address including street number and name
Enter the city and state
Click Search to retrieve property information
3. Review the Tax Information
Deal Details displays the current property tax amount
The annual tax bill appears in the property details section
⚠️ Important: The tax amount shown reflects the most recent tax bill on file with the county. For properties with recent reassessments or supplemental taxes, you may need to verify directly with the county.
Verifying Tax Data with the County
When you want to confirm the tax amount matches the official county records, Deal Details makes this easy.
1. Copy the Property Address
Click the Copy button next to the address field
This captures the street number and street name automatically
2. Access the County Tax Website
Deal Details provides a direct link to the county's property tax lookup
Click the link to open the county website in a new tab
3. Search the County Records
Field | What to Enter |
Street Number | The house number from your copied address |
Street Name | The street name without directional prefixes if needed |
Unit Number | Leave blank unless the property has a unit designation |
4. Compare the Results
Locate the current tax bill on the county website
Some counties display taxes split into two installments
Double the semi-annual amount to confirm the annual total matches Deal Details
💡 Tip: If the county shows two payment amounts (like $4,393.08 each), simply double that figure to verify against the annual amount in Deal Details.
Quick Reference
Enter Address → Search Property → View Tax Amount → Copy Address → Click County Link → Verify Match
Tips for Success
Use the copy button—it captures exactly what you need for the county search, saving you from retyping the address
Check the tax year—make sure you're comparing the same tax year between Deal Details and the county records
Account for installments—many counties display taxes as two semi-annual payments, so double-check your math when comparing totals
Trust but verify—the database matches county records in nearly all cases, but verification builds client confidence on larger transactions
Related Topics
Setting Up Property Details
Understanding Escrow Calculations
Creating Loan Scenarios for Existing Homes