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Market Assessment |
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Lead Generation |
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Call Center/Phone Applications |
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Sales |
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Customer Counseling/Ongoing Contact |
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Application Processing |
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Document Verification |
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Flood, Title, Appraisal, HO insurance |
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AU Decisioning |
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Required Follow up |
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Manual Underwriting |
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Condition review / Approval |
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Quality Control |
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Underwriting Audit |
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Pricing / Locking |
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Credit Risk, Fraud Risk, Collateral Risk underwriting |
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Customer Contact |
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Doc Draw |
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Loan Closing Coordination |
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HUD-1 Reviews |
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Wire Instructions |
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Final Wire Approval |
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Review of Executed Docs/Loan Funding |
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Title Recording Confirmation |
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MERS Registration |
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Post Close Review |
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Loan Stacking/Shipping |
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Trailing Docs follow up |
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Investor/Servicer Deliver |
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Setup & Payment Processing |
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Escrow / Tax Admin. |
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Investor Services |
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Default Management |
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Note Modifications |
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Complete End-to-End Origination Capability and Solutions |
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Deep Mortgage Origination Expertise (10 Years Experience and billions in loan volume processed via Onshore / Offshore Delivery)
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1sts / 2nds / Equity Lines |
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Retail / Wholesale / Correspondent Channels |
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Prime / Alt-A / Non-Prime |
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On-shore customer management and relationship oversight |
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“Best-Shore” service delivery locations |
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Global Business Process Outsourcing Pioneer |
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Pricing flexibility
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Per transaction |
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Per FTE |
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Success-Base |
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Convert Fixed Cost to Variable Cost (Cost Savings of 30% - 50%) |
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Joint Alignment of Goals, Strategies, Targets, and Income |
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Complete Transparency into Accuracy and Production Pipeline Results |
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Leadership / Governance review |
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Customer Support and Sales Agents Focused on Conversion |
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Client Control over Product Offering and Pricing |
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Focus on Driving Greater Revenue and Profitability to Your Bottom Line |
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Onshore Data and Image Hosting / BCP |
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Access to performance reports and dashboards |
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Seamless, private label experience |
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Manage unpredictable mortgage volumes (peaks and troughs) |
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Loan Officer Live®
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Scalable loan origination pipeline and workflow technology |
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Customizable interface and workflow tools |
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Process Excellence |
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Focus on Continuous Improvement |
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Six Sigma Quality and LEAN |
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Unparalleled attention to rigor and process excellence |
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Relentless focus of providing exceptional customer service |
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Consummate analytics capabilities |
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Call Center / Direct Marketing – Inbound & Outbound |
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Marketing / Analytics |
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Vendor Services |
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Quality Control Audits |
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Regulatory Compliance |
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Quality Initiatives |
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Loan File Due Diligence |
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Note Modifications |
