Automated Mortgage Processes: Streamlining Operations
Explore how automation revolutionizes mortgage processes, from MERS registration to investor delivery. Learn about time-saving features and error reduction techniques.
Post Closing
Investor Delivery
Post Closing Automation
1
MERS
Registration, Transfer of Service, Transfer of Benefits and more. Automate your MERS workflow and save more than 5 minutes per loan file.
2
FHA UFMIP
Take the human element out of your post-closing workflow. Use workflow automation to accurately transmit required information.
3
UCD
Automate essential data transfers in the post-close departments with queues, alerts, andreporting for successful delivery on time, every time.
MERS System Features
Custom Reporting
Access loan-level screens for detailed reporting and automation confirmation.
Queuing System
Define delivery criteria with a built-in queuing system.
Error Notifications
Receive email alerts for loan file inaccuracies, enabling quick fixes.
FHA UFMIP Automation
Delivery Criteria
Utilize a queuing system to define and manage delivery criteria.
Reporting
Access custom loan-level screens for detailed reporting and confirmation.
Pipeline Views
Benefit from two pre-built, configurable pipeline views for each automation.
Uniform Closing Dataset (UCD) Automation
1
Queuing System
Define delivery criteria for Fannie Mae and Freddie Mac.
2
Custom Reporting
Access loan-level screens for detailed reporting and confirmation.
3
Error Handling
Receive email notifications for loan file inaccuracies.
Investor Delivery

1

2

3

1
Digitize
Digitize your investor package for faster processing.
2
Automate
Use automation protocols for assembly and delivery.
3
Deliver
Achieve delivery within one hour of allocation.
Transforming Mortgage Operations
Speed
Deliver within one hour of allocation, impacting margins positively.
Efficiency
Reduce processing time and eliminate manual errors.
Accuracy
Eliminate human error by removing manual touches from the workflow.
Profitability
Improve margins through faster delivery and reduced commitment periods.