• (888) 634-7684
MetaSource Document Management Software & Workflow Automation Solutions

8


Locations

1,000+


Associates

4,700+


Clients

120+


Current BPO Engagements


Blog

Mortgage Workflow & Compliance Whitepaper

Colin Graf | Tuesday, August 04, 2015

Mortgage Workflow & Compliance Whitepaper

If you're a mortgage originator or servicer, what if you could achieve the following?

  • Increase productivity by 65%
  • Cut quality control costs by 55%
  • Decrease time to fulfill customer or CFPB servicing file audit requests by 70%
  • Create a competitive advantage in both mortgage turnaround time and customer service

You can. Here's how.

The Whitepaper

In today's environment of heightened regulatory scrutiny and competition, mortgage originators and servicers need new ways to ensure the accuracy, completeness and compliance of loans.

Our new whitepaper identifies how workflow and compliance solutions streamline and ensure quality control in step with the mortgage origination process as well as servicing these loans over their life.

Components of these mortgage document solutions include the following, including what you will learn about them in our whitepaper:

  1. Mortgage Content Ingestion: what a virtual mailroom is and how to capture of all incoming document types (paper and electronic)
  2. Content Capture / Automated Processing: how to take advantage of document classification, OCR and database look-up validation technology
  3. Workflow & Decisioning: how to streamline loan origination/servicing workflows and make better executive decisions
  4. Reconciliation & Auditing: how to streamline the reconciliation process and the best way to conduct pre-fund mortgage compliance audits
  5. Compliance, Quality & Retention: post-close mortgage compliance audits, retention scheduling / document destruction, and CFPB compliance
  6. User Experience & Support: how to enable your staff to answer customer questions on the first call and to create a competitive advantage in customer service

Download the mortgage workflow and compliance whitepaper here


Comments

All Recent Posts


Tags

diskxtender (DX) law enforcement emc infoarchive legacy software decommissioning ax 8.0 emc remote support certification records management court documents applicationxtender 16.3 remittance processing infoarchive medical records document security accounts payable (AP) automation patient records Strategic Advisory Council transportation SOC 2, Type II opentext whitepaper advanced document capture enterprise content management (ECM) trucking national partner meeting kofax kapow post-close quality control (QC) clean energy case study ax 16.3 document scanning government ImageTrust emc software information governance workflow automation loan origination software (LOS) customer service property-assessed clean energy (PACE) mortgage captiva mobile capture emc captiva high performance teams contact center services human resources (HR) emc partners I-9 philanthropy SFTP metastor partner portal gartner magic quadrant robotic process automation (RPA) Productivity lockbox applicationxtender 8.0 applicationxtender 8.1 5 dysfunctions of a team cloud document management software Business Process Outsourcing (BPO) emc world business process as a services (BPaaS) competitive advantage personnel files workflow automation software credit union emc applicationxtender (ax) captiva 7.5 legacy application data migration paper checks document management software captiva document capture software check 21 construction accounts receivable (AR) lendercare state's attorney electronic health/medical records (EHR/EMR) kofax pre-fund quality control (QC) esubmit contractor onboarding information rights management (IRM) careers contractor management body worn and dashboard cameras

Archive