Mortgage Back office

As regulatory and technology challenges proliferate, lenders and servicers must find new ways to provide extraordinary service to borrowers while minimizing risk and keeping costs low. We provide services customized around the client’s specific needs and deliver the highest quality service without sacrificing speed and efficiency.

We provide back-office services, software development and virtual assistance customized around the client’s specific needs without sacrificing speed and efficiency.

We can also deliver back-office services within the client’s lending system (like Encompass360), technology and workflow, integrating our team with the client’s portfolio to provide necessary support.

Our virtual assistant and back-office helpdesk team functions as an extension of client’s process and offers support functions that enhances customer relationship and expedite loan processing.

Support Functions

CRM – Sales & Marketing Support

  • Appointment Scheduling

Pre-Qualification

  • Send Home Loan Toolkit
  • Credential / Document Verification
  • Social Survey

 

      Property Valuation & Appraisals

      • Ordering Appraisals
      • Input Trust Forms
      • Rate Locking
      • Rate Lock Monitoring and Alerts
      • Lock Cancellations
      • Compliance Alerts (HMDA, NMLS)

        Processing

        • Document Processing
        • Sell Side Updates

        Closing

        • Purchase Advice
        • Payment Posting
        • Estimate Closing Date
        • Reporting