Case Study
How BIS + TrueRoll Helped Collin CAD Streamline Homestead Applications and Protect $1.9M in Revenue
The Challenge
Collin Central Appraisal District (CAD) processes nearly 50,000 homestead applications each year, including over 3,000 handwritten forms every month.
Even with BIS’s trusted online forms in place, the district still struggled with:
- Manual entry of paper applications
- Manual vetting of every submission
- Lost time spent on valid applications that didn’t need review
The result: slow turnaround, heavy staff workload, and unnecessary risk of revenue loss.
Quick Glance
Challenges
- Manual entry
- Manual vetting
- Lost time
Results
- 50,000+ applications processed
- 3,000+ handwritten forms digitized monthly
- $1.9 million in tax revenue protected
- Up to 80% reduction in review time
The Joint Solution
BIS partnered with TrueRoll to give Collin CAD a complete, end-to-end application processing and monitoring system.
- Unified Intake
BIS’s digital forms combined with TrueRoll’s OCR technology meant online, PDF, and paper applications all flow through the same workflow.
- Automated Vetting
TrueRoll’s data-matching instantly cross-checks applications against trusted records (driver’s license, rental property data, etc.), flagging only discrepancies for staff review.
- Proactive Monitoring
Together, BIS and TrueRoll help the district track homesteads through their lifecycle—alerting assessors to eligibility changes in real time.
- Investigation Services
For complex cases, TrueRoll’s investigation team supports CAD staff, reducing workload while protecting accuracy and compliance.
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The Results
In just over a year, Collin CAD saw measurable results:
- 50,000+ applications processed automatically
- 3,000+ handwritten forms digitized monthly
- $1.9 million in tax revenue protected by flagging ineligible exemptions
- Up to 80% reduction in review time, giving staff time back to serve taxpayers
The Takeaway
Collin CAD transformed its homestead exemption process by combining BIS’s trusted online intake solutions with TrueRoll’s automation and monitoring expertise.
Together, we delivered faster processing, stronger compliance, and millions in protected revenue—all while making life easier on district staff.
Looking for a better way to manage homestead applications?
Let’s talk.