Retail and Consumer Direct Origination
Powering Operational and CX Excellence for Long-Term Growth
With extensive expertise in mortgage leadership, we have a deep understanding of the challenges and opportunities in retail and consumer direct loan origination. Our advanced technology solutions are designed to simplify workflows, boost operational efficiency, and improve borrower satisfaction. Paired with a flexible engagement model, we empower businesses to adapt swiftly to shifting demands, control costs effectively, and provide a seamless, tailored experience for borrowers at every step of the journey.
End-to-end solutions
Industry-leading mortgage licensing
Global Centers of Excellence for optimized costs, access to top talent, and scalable, 24/7 operations
High-impact outcomes: Improved TAT, quality, productivity, and cycle time
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Reach borrowers with the right message at the right time and streamline operations for enhanced sales productivity.
Front Office
Triage
Lead Capture
Virtual Assistant
Back Office
Disclosure
Desk
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Drive seamless borrower engagement, documentation, and coordination.
• Indexing & Doc Classification
• Loan Setup
• Manage 3rd party services
• COC/Re-disclosures
• Processing Support
• Core borrower contact
• Scheduling
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Ensure rigorous quality assurance for consistent, compliant decisioning.
• Jr. Underwriting
• Initial Underwriting
• Conditions review
• Final Underwriting
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Optimize operations across the front and back-office, ensuring accurate, timely closings while ensuring compliance.
• Initial Closing Disclosure
• Final Closing documents
• Funding Support
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Facilitate efficient loan delivery, safeguarding accuracy and ensuring adherence to guidelines.
Front Office
Trailing Docs
Back Office
Disclosure Desk Recording & MERS
Trailing Docs
Loan Delivery & Insuring
TRID Audits & HMDA Review
Innovative Technology and Proven Expertise
Our end-to-end / component solutions streamline the origination processes –from initial application to closing–boosting efficiency and accuracy every step of the way. By combining automation and analytics with skilled resources, our digital-first approach fosters empathetic customer engagement, ensures robust data management and compliance, and accelerates loan timelines.
Explore Our Knowledge Hub
Expert perspectives and industry insights
Blogs
Case Studies
Whitepapers
Mortgage Expertise you can count on
38
New clients added in the past two years
160M
Million transactions seamlessly processed
500+
Live processes across services
100+
Technology deployments till date
Digital Services
Pioneering next-gen lending with advanced digital tools.
We harness the power of advanced technology to transform the loan origination process. Our state-of-the-art platforms simplify application submissions, automate document checks, and enable seamless communication between lenders and borrowers. By equipping teams with cutting-edge tools, we enable quick, accurate responses to client needs while reducing the risk of errors. Our solutions ensure regulatory adherence and provide actionable data insights for smarter decisions. Together, our tools improve efficiency and enhance the borrower experience, helping lenders close loans faster and with greater certainty.