
Loan Boarding
Ensure data tapes from prior servicers are clean and accurate before boarding loans to downstream servicing platforms.
Loans undergo a robust set of data checks to catch issues that can be remediated with the servicer using the Connect portal.
Product Highlights
-
► Normalize data by mapping boarding tapes from different servicers into a consistent schema
► Evaluate loans against configured data checks and generate exception for violations
► Track all insurance policies in a single place
► Capture and view borrower phone preferences to ensure the correct contacts to call
Enhanced Data Integrity
-
► Streamline exception clearing to board loans faster
► Automatically close exceptions upon loading a revised boarding tape
► Empower servicers to view exceptions and provide requested info via the Connect portal
Exception Management
-
► Facilitate completion of boarding process using flexible and configurable outputs to servicing systems
►Custom integrations to third-party platforms available
Integration to Servicing Platforms
-
► Reduce delays and costs due to missing documents and data discrepancies
► Classify and organize documents from the credit package
► Extract key data points from documents like the Note, Title, Mortgage, and Escrow Disclosures
► Check for required documents prior to boarding loans to servicing systems
► Run boarding checks using extracted data points
DocQC
-
► Review prior servicer exception and data trends in a scorecard