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The Client

The client is a leading non-bank mortgage lender that was founded in 2008. It has quickly grown to become one of the largest lenders in the US and has served hundreds of thousands of customers over the last decade. Headquartered in Fort Mill, South Carolina, the company has 515 licensed offices spread across 49 states. The company offers traditional loan products as well as government-backed options like USDA, VA, and FHA loans.

Client's Requirements

The client regularly ships loan packages to another loan servicing investor who has specific requirements about how specific loan packages must be created. The investor requires the packages to be created with bookmarks to save time and effort while reviewing the packages. To do so, the client's in-house team has to routinely download all the relevant documents as one cohesive package and ensure that they are in the particular order as required by the investor. This process is quite tedious and prone to having manual errors.

The client is looking for a solution to make the entire process more streamlined, efficient, and accurate. Also, due to high fluctuations in the work volume each month, the client is looking for ways to improve resource dependency to attain greater scalability.

Client's Challenges

The manual indexing of documents results in a significant chance for the introduction of errors and the packages being indexed wrongly. The team has to manually check all the folders in the LOS and select just the relevant documents for bookmarking which is tedious and effort-intensive. The client is looking to enhance the overall process, increase accuracy, reduce TAT, and reduce costs.

FWS' Solution

We put our proprietary tool, MSuite, to use for the client. MSuite directly connects to the client's SFTP, collects the relevant files for indexing, and checks that all the necessary documents are present in order. Any missing documents generate an alert so that the client can obtain those documents to get the loan serviced much quicker. MSuite also helps create a fully indexed loan package that can be easily boarded onto the servicing system.

The Result

The client is delighted with the results. Automation through MSuite has helped the client reduce the time to sell the loan by 20% and the overall accuracy of bookmarking has improved to 99%. The client has been able to achieve up to 45% in cost savings and can also charge a premium price for sending complete packages to investors. Automation has also enabled the client to achieve greater scalability in daily operations.

Outsource Mortgage Automation Services to Flatworld Solutions

Flatworld Solutions is a premier provider of mortgage support services, as well as robust and dependable mortgage automation services through its proprietary tool, Mortgage Automation Software, to mortgage companies from across the US and the world. We are ISO 9001:2015 accredited and make use of the significant expertise gained from our 20 years of operations servicing the mortgage industry to provide our clients with highly robust, cost-effective, and scalable solutions. Our team is composed of highly qualified professionals with a thorough understanding of all the processes occurring in the mortgage industry.

Contact us now to discuss your mortgage automation or other mortgage support requirements and we will be glad to help.

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