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In order to purchase tax certificates or see information about certificates you have already purchased, you must add one or more bidders for each applicable county to the user you have created.

Please note: Once you add a bidder to your account you will need to review and set the preferences for the bidder to use all of the LienHub functionality. See the section below for editing bidder preferences.


Create a new bidder

  1. Sign in to LienHub.com.

  2. Select the county where you want to add a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.



  4. Click Add Bidder.



    Please note: Some counties do not allow the creation of new bidders on LienHub. If this is the case, the “Submit a new W-9” button will be deactivated. In order to create a new bidder in one of these counties, please contact the tax collector’s office. They will assign you a bidder number that you can then associate with your LienHub account following the steps below.

  5. Click Submit a new W-9.
  6. If the county requires ACH account information to be provided for redemption refunds and you have not already designated a global ACH account for all bidders, you will automatically be asked to enter and designate a valid bank account before filling out the W-9 form. For additional information on entering ACH redemption information, please visit this page.


  7. Choose an existing saved bank account or enter a new account. Review and agree to the ACH payment account rules and then click "Designate Account."

  8. Complete the required fields on the W-9 form and click OK at the bottom of the form.
    Note: When entering a SSN or EIN, ensure you use the correct format with the dashes in the appropriate places (XXX-XX-XXXX OR XX-XXXXXXX).

    Image of New W-9 Form
  9. Once you submit the W-9 form for the new bidder, you will see the bidder listed on the Manage Bidders page.




Associate an existing bidder with your User

  1. Sign in to LienHub.com.

  2. Select the county where you want to add a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.



  4. Click Add Bidder.



  5. Enter the Taxpayer Identification Number (TIN) and Bidder Number where prompted and click Search for Existing Bidder.



  6. If the county requires ACH account information to be provided for redemption refunds and you have not already designated a global ACH account for all bidders, you will automatically be asked to enter and designate a valid bank account before proceeding.  For additional information on entering ACH redemption information, please visit this page.
  7. Designate an ACH account for the bidder. Additional details for this process are in the Submit a new W-9 section above.
  8. The W-9 form for that bidder will be displayed. Complete any missing fields and click OK at the bottom of the form.

    Image of W-9 Form for Existing Bidder


  9. Once you submit the W-9 form for your existing bidder, you will see the bidder listed on the Manage Bidders page.



Add multiple bidders

  1. Sign in to LienHub.com.

  2. Select the county where you want to add a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.

  4. Click Upload Bidders.
  5. For more detailed instructions on using the Upload Bidders feature, see Bidder Upload Instructions.




  6. Enter information that is shared across bidders in your upload.
    1. This information will be shared across all bidders in your upload. You may modify an individual bidder’s information after the upload is complete.
    2. You may choose to designate Bidder Attributes to all bidders in your upload. These include setting them as Affiliate Bidders and including them in your Portfolio.

  7. Choose if the bidders in your upload will be used to participate in the Tax Certificate Auction.
    1. If not, you may simply ignore the checkbox, click 'Next' to move forward.


  8. Click Download Template.

    Image of Submit Bidder Upload

  9. A CSV template will download to your desktop.
    1. Note: Do NOT remove the header rows from the file.
    2. Enter the Bidder #, TIN, Name and Business Name (if applicable) for each bidder.
    3. Save the file when all bidder information is entered.

      LienHub Bidder Upload Template image

  10. Go back to the Submit Bidder Upload screen.

    Image of Submit Bidder Upload

  11. Click Browse, navigate to the saved template and click Upload.
  12. The site will process your upload and will let you know when it is complete.
    1. If the upload was successful, you will find your new bidders added to your Manage Bidders list.



    2. If the upload was unsuccessful, the site will give you messages about which failures occurred. You may fix the errors and attempt the upload again.

Download a copy of the W-9 form for a bidder

  1. Sign in to LienHub.com.

  2. Select the county where the bidder exists using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.



  4. Find the bidder you would like to download a copy of the W-9 form for and click on the Bidder Number or the pencil icon in the row for that bidder.

  5. Choose Download W-9.

  6. A PDF version of the W-9 form will be generated for the selected bidder. The form will be populated with the most recently saved bidder information. A timestamp will be displayed at the top of the form to indicate the date and time the W-9 form was downloaded.

Modify a bidder you have already added

  1. Sign in to LienHub.com.

  2. Select the county where you want to modify a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.



  4. Find the bidder you want to modify and click on the Bidder Number or the pencil icon in the row for that bidder.

  5. Choose Edit W9.



  6. Update the information for any fields you need to modify and click OK.

    Image of W-9 for Existing Bidder


    Please note: Some counties may not allow editing of the name or address fields on the W-9 Form for existing bidders. If this is the case, you will be able to view but not edit the information in those fields for your bidder. In order to update this information, please contact the tax collector’s office.

Edit LienHub Preferences for your bidders

You can assign attributes to your bidders that designate them for specific purposes in LienHub. Some attributes are designated by icons in the bidder list, others are displayed with checkboxes.

  • You MUST designate a bidder to be used for county-held cert purchases before you can purchase any county-held certificates
  • You can choose which bidders' certificates you want to see in the My Portfolio section of LienHub
  • You can choose which bidders will be designated as primary and affiliate bidders to participate in the annual certificate sale auctions.
  • Many counties also require you to associate a bank account with each bidder to receive redemption payments via ACH before the bidder can be used in LienHub. See more details here.

Your bidder for county-held purchases is designated by this icon:
Your Primary Certificate Sale Bidder is designated by this icon:


  1. Locate the bidder on the Manage Bidders page.
  2. Click the Bidder Number or pencil icon.
  3. Click Edit LienHub Preferences.



To include a bidder in the My Portfolio tab of LienHub:

  1. Check the box for "Display Holdings in My Portfolio" and click Save Bidder.
  2. Please note: Changes to bidder numbers displayed in My Portfolio are not updated immediately; you must log out of and back into LienHub for the newly selected bidder numbers to display in My Portfolio.


To use a bidder for county-held certificate purchases:

  1. Check the box for "Use for County Held Cert Purchases" and click Save Bidder.
  2. Please note: Only one bidder per county can be designated for county-held purchases. You can change which bidder is being used for county-held purchases by editing the settings for the new bidder that you wish to designate. The bidder with the County-Held Buyer designation must be able to receive redemption payments.



To designate a bidder as your Primary Certificate Sale Bidder:

  1. Check the box for "Primary Bidder for Auctions" and click Save Bidder.
  2. Please Note: You must always have a Primary Bidder designated. Once you have made this designation you cannot remove it, you can only switch the designation to another bidder. If you currently have no bidders added, your first bidder will have the Primary Bidder designation by default. Please note: if a Tax Collector requires ACH redemption information, your attributes will not be designated by default nor can they be edited until you submit ACH information.



To designate a bidder as an Affiliate/Not Primary Certificate Sale Bidder:

There are several ways to designate bidders as affiliates if the Tax Collector allows affiliate bidders in their certificate sales.

  1. Check the box for "Affiliate Bidder for Auctions" and click Save Bidder.
    Note: You will not see this checkbox if the Tax Collector does not allow affiliate bidders.



  2. You can also go to the Manage Bidders page and place a checkmark under the column heading ‘Affiliate Lien Bidder’ for any bidders to designate.
    Note: You will not see this column if the Tax Collector does not allow affiliate bidders.



  3. To designate several bidders, place a checkmark in the first column for all bidders that you want to designate as Affiliates.
  4. In the Bulk Action drop-down at the bottom of the page, select ‘Set Affiliate Bidders’ and click Go.



Remove a bidder from your LienHub User

  1. Sign in to LienHub.com.

  2. Select the county where you want to add a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.

  4. Find the bidder you want to remove and click the “X” icon on the right-hand side of the table where bidders are listed. Confirm when prompted by clicking OK.

    Please note: A bidder can only be associated with one LienHub user at any time. If you want to associate a bidder with a different LienHub user, you must first remove it from the current user.


Download a list of your bidders

  1. Sign in to LienHub.com.

  2. Select the county where you want to add a bidder using the Select a County menu on the navigation bar on the left-hand side of the page.

  3. Click Manage Bidders in the navigation bar on the left-hand side of the page.

  4. Select the bidders you want to download from the table.

  5. Click Download Bidders at the bottom of the page.

  6. If no bidders are selected from the table, the download button will export a file with all bidders.



Instructions for uploading bidders

Overview:

You can upload the information necessary to associate bidders with your LienHub user. Each upload will add bidders to your account (i.e., an upload will not overwrite existing bidders). All bidders in each upload must share the same federal tax classification, exempt payee selection, address, and certification. If any of this information needs to be unique, you should use multiple upload files or add bidders individually. The only fields that can be unique per bidder within a single upload are Taxpayer Identification Number (TIN), Name and Business Name.

*Please note that the information in your upload will be subject to review and modification for compliance with the tax collector's registration rules.

This means:

  1. If a TIN matches a record in the tax collector's bidder data, the bidder will retain the previous bidder number assignment.
  2. If the tax collector prevents edits to name or address information for existing bidders, and the TIN  you upload matches a record in the tax collector's data the bidder will be added using the name already on record with the tax collector NOT the name in your upload. You can review your bidders after they are added to your account.

Shared Fields

You will need to complete a set of shared fields before uploading your TIN information. All bidders in your upload file will use the same information for these fields. You will also need to present your electronic signature to sign the W-9 forms for any bidders included in your file.

All the bidders in your upload will also share the same attribute selections. Bidders designated as Affiliate Lien Bidders will be used as bidders in tax certificate auctions. Bidders with the Is Portfolio Bidder attribute will have their certificates displayed under the My Portfolio tool in LienHub.

Upload Bidder Information

Finally, you will need to upload a file containing TIN and name information for all of your bidders. You must also enter the bidder number for any bidder used in a previous tax certificate sale for this tax collector. The address and entity information entered in the shared fields will be used for every bidder in this file (except as noted above). Once this step has been completed, the bidders in this file will be associated with your LienHub user and will be displayed under Manage Bidders.


































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