Loan Boarding Solution
Increase the Value of Your Portfolio
Mortgage servicers and subservicers face a variety of loan boarding challenges, including large unstructured loan submissions, missing documents, inaccurate data, long processing times, and poor loan integrity.
MetaSource’s loan boarding solution is purpose-built to help you overcome these challenges. Combining automation with deep industry expertise, it strengthens loan boarding accuracy, reduces risk, and improves portfolio performance.
The Benefits of Getting Loan Boarding Right
Fewer Errors, Cleaner Files & Better Results
When your loan boarding process is accurate, efficient, and fully transparent, the results speak for themselves.
Stronger Loan Integrity
Avoid costly downstream errors and confidently service loans with validated, actionable data flowing directly into your servicing platform.
Minimized Risk
Meet regulatory agency requirements with missing document and discrepancy detection, more complete loan files, and a more efficient process.
Faster Time to Service
Eliminate manual stare-and-compare with automated document classification and data comparison, accelerating speed to service.
How Our Loan Boarding Solution Works
Built for Accuracy, Designed for Your Peace of Mind
Trusted by mortgage servicers and subservicers nationwide, this approach combines automation technology with industry expertise to deliver a transparent loan boarding process that protects your portfolio and provides clear visibility into key loan and data integrity insights.
1. Upfront Loan File Cleanse
We eliminate exact duplicates, identify corrupt files, and validate your data upon receipt to avoid processing defective loans and save you time down the road.
2. Document Classification
Every document is classified by type and mapped to your taxonomy at an accuracy level of 99% or greater, ensuring your employees can find the files they need when they need them.
3. Missing Document Identification
Missing required and conditionally required documents are flagged immediately, so you can confirm that every document necessary to service the loan is accounted for before problems arise.
4. Data Extraction and Comparison
Critical fields are extracted from documents and compared to the data file in real-time, ensuring compliance and eliminating manual stare-and-compare.
5. Data Delivery
Validated data is delivered to your servicing platform, and properly classified documents are made readily available in our cloud content management and workflow platform, MetaStor®, giving you a cleaner portfolio.
Start Boarding Loans with More Confidence
Connect with one of our loan boarding experts to learn how MetaSource can help you build a cleaner portfolio.