Stop Drowning in Asset Research

Quickly investigate inability-to-pay claims by automating lien, mortgage, and asset searches.

Manually digging through court records and financial statements eats up your day. Tracking down assets through third parties is tedious, repetitive, and error-prone.

The hidden cost

What this is really costing you

Investigating claims of inability to pay taxes means sifting through endless court databases, financial documents, and asset records. Each case demands hours of manual research and cross-checking, often with incomplete or outdated information. The process is slow, frustrating, and leaves you with less time for higher-value work.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing this manually, you risk missing critical asset information, delaying collections, and increasing your backlog of unresolved cases.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Verify Lien Status

You ask your agent to check the current status of tax liens for a taxpayer in question.

Summarize Mortgage Holdings

You ask your agent to pull and summarize all mortgages tied to a specific individual or business.

Locate Assets via Third Parties

You ask your agent to search public databases and third-party filings for undisclosed assets.

Compile Financial Statement Overview

You ask your agent to review uploaded financial statements and highlight key indicators of payment ability.

How to hire your agent

1

Connect your tools

Link your accounting software, document management system, and online court databases.

2

Tell your agent what you need

Example: "Investigate John Doe’s inability to pay—check for liens, mortgages, and any assets in public records."

3

Agent gets it done

Receive a detailed report summarizing lien status, mortgage holdings, and located assets, ready for your review.

You doing it vs. your agent doing it

Log into court databases, search by taxpayer, review multiple records.
Agent pulls and summarizes lien status automatically.
30 min/case
Manually review and extract relevant data from documents.
Agent scans and highlights key financial indicators.
20 min/case
Search various public records and databases individually.
Agent consolidates and searches across sources in one go.
25 min/case
Copy-paste data into a summary document for review.
Agent generates a structured, ready-to-use report.
15 min/case

Agent skill set

What this agent knows how to do

Court Record Research

The agent scans online court databases for up-to-date lien and mortgage status.

Financial Statement Analysis

It reviews and summarizes relevant financial documents to assess payment ability.

Asset Location Assistance

The agent searches public records and third-party sources to help locate hidden assets.

Data Compilation & Reporting

It organizes findings into clear, actionable reports for your review.

Duplicate Data Detection

Flags inconsistencies or duplicate records to reduce manual errors.

AI Agent FAQ

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