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 for notes, histories and comments that must be included
- In loss mitigation, MetaStor can be configured to automate the opening of a workstation in servicing platforms and when a relevant document first enters MetaStor, such as a qualified written request
Mortgage Origination Automation
Mortgage origination automation removes friction and drag from the lending process. It does so by bridging the gap between mortgage point-of-sale (POS) platforms with loan origination system (LOS) platforms to streamline the flow of borrower information and achieve the following:
- Increase speed to close
- Improve data accuracy
- Boost customer satisfaction
- Reduce cost to originate in one easy-to-use solution