Mortgage Post Closing

Leverage reliable and secure collateral handling services for streamlined document intake, storage, tracking and retrieval, saving time and effort. Quickly convert files to digital formats with our digital imaging and indexing services. Upload these digital formats to a centralized repository for easy access and collaboration between teams.

• Reception & Document Intake

• Document Sorting

• Document Preparation

• Document Scanning

• Document Classification

• Digital Document Transition

• Physical Document Storage or Disposition

Tap into our comprehensive back-office support offering audit services, including compliance review, risk and data integrity checks, and credit analysis. Advanced audit protocols identify discrepancies in loan documentation and flag them for corrective action, improving quality and regulatory compliance. We also provide document stacking and indexing, retrieve trailing documents, and ensure that all approved loans comply with the latest MERS protocols.

• Stacking & Indexing

• Document Verification

• Data Accuracy Check

• Compliance Review

• Exception Management

• Reporting

• Coordination with US Mailroom

• Electronic Document Storage & Retrieval

Lean into our proven loan delivery services, ensure accurate, compliant, and timely loan packaging and submission to investors /GSEs. We handle document validation, data reconciliation, quality checks, and investor platform submissions, minimizing errors, reducing delays, and mitigating repurchase risks.

• Final Document Collection

• Data Validation​

• Compliance Check​

• Loan Packaging​

• Uploading Packages to Investor Website 

Proactively address documentation discrepancies to prevent loan repurchases by investors, ensuring timely resolution to avoid rework and delays. Reduce the risk of financial penalties by meeting critical submission deadlines with accuracy and efficiency.

• Proactively address documentation issues that could lead to loan repurchases by investors

• Identify and resolve discrepancies, preventing rework and delays

• Reduces the risk of financial penalties by meeting submission deadlines

Harness workflow automation to store, manage, and track trailing documents effortlessly. Our services include following up with third parties via phone and email, as well as pulling documents from county websites to retrieve trailing documents such as mortgage deeds, assignments, tax records, modifications, assumption agreements, judgments, and more. Our experts review the documents for accuracy and completeness and expedite the entire trailing document process.

• Mail Receipt and Imaging ​

• Document Audit ​

• Missing Documents Follow-Up

• Exceptions Handling​

• Integrate into Loan File​

• Tracking & Reporting​

• Storage or Shipping

Employ our comprehensive audit services to verify loan estimates and closing disclosures, enhancing borrower trust and maintaining operational integrity. From compliance verification to error identification and fee tolerance validation, our dedicated teams apply industry-leading best practices to ensure compliance with TILA RESPA Integrated Disclosures (TRID) regulations.

• Review LE/CD/COC​

• Fee Accuracy Check​

• Tolerance Cure Validation​

• Recording Fee & Title Premium Reconciliation​

• Issue PCCD