Mortgage Workflow & Automation Services

Our Process

  • We review and analyze your current efficiency and effectiveness levels within your lending and/or servicing processes, and identify opportunities for improvement
  • We identify new and existing mortgage-industry compliance requirements
  • We utilize our deep experience implementing workflow automation software and providing workflow and compliance services to implement process improvements

Mortgage Workflows

We've built many workflows in MetaStor for our clients to make their staff more efficient and to reduce their risk. Example of these mortgage workflows are:

  • Automatically identify and report on document deficiencies
  • Integrate with leading servicing platforms (SPs)
  • Can be configured to automate CFPB servicing audit document compilation by searching throughout the repository and SP for notes, histories and comments that must be included
  • In loss mitigation, MetaStor can be configured to automate the opening of a workstation in SP and when a relevant document first enters MetaStor, such as a qualified written request

Contact us to learn more about our mortgage workflow and automation services