Real Solutions for Real Challenges

Intelligent Document Processing

Facilitate secure storage, retrieval, and sharing of documents throughout their lifecycle  featuring seamless API integration, robust security, and customizable classification. 

  • Centralized Document Repository: Store, label, and index all documents in one system.
  • Utilize a hybrid of advanced OCR and Gen AI to capture metadata, apply labels, categorize and classify documents.
  • Secure Sharing with Permissions: Allow controlled access and sharing with external stakeholders and authorized users.

Correspondence Management

Simplify and automate the management of all inbound and outbound communications, ensuring consistent customer engagement, and compliance.

  • Multi-Channel Integration: Support for email, mail, and calls (transcription of audio files), capturing correspondence in one centralized system.
  • Correspondence Routing: Use OCR, Gen AI prompts and matrix rulesets to identify inbound communications and route them to the appropriate teams.
  • Template Management: Enable consistent outbound messaging with customizable templates for letters and emails.
  • Activity Logging: Track all correspondence history for a 360-degree view of customer interactions.

Exception Management

Streamline the identification, tracking, and resolution of exceptions with automated workflows that ensure timely interventions.

  • Automated Exception Detection and Routing: Identify exceptions based on configurable, predefined rules and automatically assign to the appropriate teams.
  • Centralized Tracking and Visibility: Real-time exception dashboard with status updates, trends, and resolution tracking.
  • Resolution Workflows and Approvals: Automate resolution paths for common exceptions and route escalations or exceptions requiring management approval.
  • External System Integration: Sync with external systems for seamless updates.

Servicing Oversight

Simplify servicing oversight processes with centralized servicer communication, external task assignment and tracking, and comprehensive workflows that ensure all steps within the process are completed.

  • Automated Compliance & Monitoring: Adherence to investor guidelines with customizable matrices, scoring models, and task creation for any exceptions.
  • Customized Dashboards: Monitor and report on key loan performance metrics.
  • Increased Investor-Servicer Collaboration: Extranet security allows centralized communication and information sharing with full history in one platform.
  • Streamlined Portfolio Processes: Enforce consistent processes across multiple servicers with customizable workflows that can be applied across portfolios.

Scoring Engine Integration

Turn complex spreadsheet-based business logic into scalable APIs – all without rewriting formulas, direct cell references, or custom code.

  • Configurable Spreadsheet Calculations: Upload any Excel model, define named ranges, and use QBO to inject data and extract results.
  • Automated Data Injection and Extraction: Populate input fields using field mappings and retrieve calculated results with precision, using named ranges.
  • Task-Driven Data Collection: Dynamically gather inputs from forms or existing data warehouses, ensuring flexibility across workflows and client-specific models.
  • Query Results: key data points are extracted from the model and pushed in SQL, enabling down-stream decision making, document generation, and workforce automation.
  • Snapshot-Based Audit Trails: Every calculation generates a time-stamped, version-controlled spreadsheet snapshot, preserving transparency and compliance.
  • Enterprise-Scale Performance: Run calculations across thousands of loans using Excel-based logic, with results stored and accessible via QBO’s imaging and scoring system.

Take the Next Step in Streamlining Your Operations

Discover how our solutions can address your specific needs. Get in touch
with us today to explore how we can help simplify your processes.

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