Mortgage Indexing and Data Extraction Support Services

Outsource Mortgage Indexing and Data Extraction Support Services

Do you lack the efficiency to carry out mortgage indexing? Are you short-staffed and falling behind technologies to complete data extraction in a cost-effective way? Then you need the help of mortgage indexing specialists like us for creating indexes to seamlessly look up and retrieve mortgage documents.

At Flatworld Solutions, we sort documents to extract several fields so that it can be sent to servicing platform, LOS, and reconciling system. We use MSuite, a leading data capture and OCR software to carry out mortgage indexing and data extraction with agility and accuracy. It is our goal to render custom view for multiple users in the organizational hierarchy and reduce the processing time. All that without affecting the privacy and confidentiality of your client's mortgage data.

Mortgage Indexing and Data Extraction Support Services We Offer

We exploit automation technology to streamline speeding up document search through creation of indexes. The technology we use does always not warrant insistent involvement of experts. This introduces flexibility in workflow allowing you to do more with fewer efforts. The mortgage indexing and data extraction services provided by FWS are as follows -

  1. Forms Processing

    The loan origination in mortgage commences with filling preliminary applications such as form 1003. Such paper documents are digitized and stored in a document management system. Additionally, we also digitize other documents such as pay stubs, W-2 forms, and credit evaluation reports that include information on the applicant's financial capacity. Our efficient mortgage processing system is designed to avoid human errors and lapses that can act as a detriment to speed and quality of the mortgage process. By digitizing documents, the process can be made transparent and adherent to regulatory compliances.

  2. Document Indexing and Naming

    Following naming conventions in business document would accelerate search and retrieval of indexed documents. We follow the naming conventions from the guide that includes references to credit check status, service status, property information, loan approval status, and customer name. Since we rely on standard naming conventions and indexing strategy, the classification, segmentation, and management of documents can be made effecient. Our motive is to prevent hinderances while searching for mortgage loan documents.

  3. Automated OCR and Data Capture

    At Flatworld Solutions, we leverage our proprietary software called MSuite to automate indexing. This software is equipped with Optical Character Recognition (OCR) module so that textual data including the document number can be read from scanned documents. MSuite can help in lowering the cost of indexing without impacting the data quality. Additionally, the software can also identify areas where manual inputs are necessary.

  4. Making Documents Editable and Searchable

    Our mortgage data capture services can be integrated with other sophisticated platforms that facilitate advanced search by users through intuitive user interface. With this service, you can look-up borrower data with utmost simplicity. Filters can be applied to the search to hunt specific information on borrower portfolio. With tailormade features, it would be easier to modify, and track real-time changes on borrower information. This will reinforce accountability in the process. We rely on advanced document management system as well as CRM systems to pull critical information on priority.

  5. Document Summary Generation

    You can a get a panoramic view of the mortgage loans of multiple accounts and track their movement in various stages of the mortgage loan process. We have dedicated mortgage experts who can create a comprehensive summary of mortgage portfolios. With a systematic reporting approach, we will shrink the mortgage closing time while giving potential insights to enhance the existing mortgage business workflow. We also furnish periodic reports on loan modification, payment history, etc.

Mortgage Indexing and Data Extraction Process We Follow

The steps we take in mortgage indexing and data extraction solution is tested to perfection. This allows us to give our clients a clear view of the process so that they can stay on the same page as the remainder of our clients. The process involved in mortgage indexing and data extraction is as follows -

Identifying Requirements  

01. Identifying Requirements

We will collaborate with your team and gather mortgage documents that require indexing and digitization

Creation of Checklist  

02. Creation of Checklist

Once the document meets the workable criteria, we will commence mortgage indexing using OCR software and the digitized data is stored in a document management system

Verification and Validation  

03. Verification and Validation

Our quality control experts will run the query and apply search filters to test the response. The interface will be tested further for user-friendliness before validation

Post Implementation Support & Training  

04. Post Implementation Support & Training

We will compile a report that will help you evaluate the process and create, store, and retrieve documents at your end

Why Choose FWS for Mortgage Indexing and Data Extraction Services?

When you outsource mortgage indexing and data extraction services to Flatworld Solutions, we take care of not just digitizing your document but also implementing an interface where documents can be handled with ease. Here are reasons why you should outsource mortgage indexing to us -

  • Certified Provider of Mortgage Indexing and Data Extraction Services

    Flatworld Solutions is an ISO 9001:2015 certified company with many global delivery centers. We offer high-quality mortgage indexing and data extraction services that will bring the best value to your business at fraction of the cost.

  • Data Security

    We are ISO/IEC 27001:2022 certified company that has invested in top-tier security systems to safeguard your client's confidential mortgage data. We go above and beyond to ensure that your data is in safe hands from the time you outsource mortgage indexing and data extraction.

  • High Accuracy and Quality Service

    We take stringent efforts to ensure that services we offer are accurate and reliable. The mortgage data will be documented with precision by including the right name to make search and retrieval simple and fast.

  • Short Turnaround Time

    The turnaround time in mortgage indexing and data extraction is short and this helps you shoulder the responsibly of managing document management system to us while you focus on other important aspects of your business.

  • Scalability

    The mortgage indexing and data extraction solution is highly scalable and helps you cope up with a sudden increase in the volume of application intake because our system can work with maximum efficiency even if the requirement is mutable.

  • Pocket-friendly Pricing

    Mortgage indexing and data extraction services offered by FWS is budget-friendly because we focus on making our services accessible to a wide range of mortgage clients. Our mortgage services are easily accessible and can benefit your business because we won't let you be troubled by cost-concerns.

  • Single Point of Contact

    When it comes to customer service we are never short-staffed. We will assign a dedicated person to each client for handling every concern faced during the project. You can get a swift and reliable response because the contact person will not be rotated during the project and will remain dedicated to your project until completion.

  • Experienced Team of Mortgage Specialists, Underwriters, and Managers

    Over 250 mortgage specialists with a decade plus years of experience work for Flatworld Solutions. They are acquainted with an array of technologies currently used in the mortgage industry. They can operate OCR software with precision to give you the best results in fleeting time.

  • Modern Infrastructure

    Our infrastructure is advanced in terms of technology, security, and facility. This gives our mortgage specialists an edge over the rest to execute services in a manner that brings most satisfaction to you.

  • Secure File Sharing

    We employ VPN and SFTP to move project documents and files back and forth. This system is secure and is monitored by world-class IT professionals backed by autonomous security software to detect breach and intercept unauthorized events.

  • Round-the-clock Availability

    We can be reached by phone, email, or web chat. Our contact centers have subject matter experts who can help you overcome challenges on the fly without keeping you on hold.

Client Success Stories

FWS Helped Mortgage Lender Improve Business Conversions by Providing Underwriting Services

FWS Helped Mortgage Lender Improve Business Conversions by Providing Underwriting Services

Flatworld Solutions enhanced the size of the business by 15% for a mortgage lender based in the US. Our cost-efficient underwriting support rescued the client from slow growth.

Read more
Residential Mortgage Lender Benefits from Quick Loan Processing

Residential Mortgage Lender Benefits from Quick Loan Processing & 50% Reduction in Cost

The loan closing time was brought down by 30-50% by Flatworld Solutions The client's way of dealing with greater loan volume was optimized by our solution.

Read more

Outsource Mortgage Indexing and Data Extraction Support Services to Flatworld Solutions


Flatworld Solutions delivered what they promised; delays in loan processing & lengthy closing time are now a thing of past. Our loan officers and borrowers are happy.

Leading Mortgage Lending Company in US
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Flatworld Solutions is a name you can trust in mortgage support services because we are an ISO certified mortgage indexing support services company with 20 years of experience in handling several multimillion-dollar mortgage projects. Our company follows a tradition of offering customer-friendly support along with mortgage services such as mortgage indexing and data extraction. We have a team of people who are aware of the latest mortgage laws and principles of data capture technology. This puts us in the hot seat of mortgage indexing solutions. We have served over 800 clients internationally in a short TAT by adding more value and growth potential to their business. The other services we offer include mortgage closing support, mortgage post-closing support, mortgage underwriting, much more.

Connect with us and get customized mortgage indexing and data extraction support to shorten the closing time.

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Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540

Flatworld Mortgage Solutions LLC

116 Village Blvd, Suite 220, Princeton, NJ 08540

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