A quality relationship improves the profitability of loan acquisition.

A quality relationship improves the profitability of loan acquisition.

LoanHD® Investor Module for Correspondent Loan Acquisition

Ready to trade inefficiencies in correspondent loan acquisition for a better investment?

Automate first.

Accelerate turn time for
loan acquisition.

Operating between multiple systems
(doc processing, LOS, PPE, seller portal...),
not designed for loan due diligence, is an inefficient way to do business.

Single platform, end to end automation
is possible.

Transparently negotiate & manage commitments.

Buyer and seller visibility for price negotiation, loan quality review and
funding of a loan acquisition transactions does not need to be trapped in a series
of off-line spreadsheets.

A digitized commitment desk is possible.

Reduce risk &
profitably trade.

The profitability of a trade is only as good
as the underlying automation that flags quality issues, enables conditions to be quickly cleared and reduces the cost of managing the commitment.

Rules-based automation that surfaces
risk is possible.

I need to automate correspondent loan acquisition.

Designed by investors, for investors, a one-of-a-kind
correspondent loan acquisition platform.

The unique capabilities provided through the LoanHD® Investor Module for Correspondent Loan Acquisition help increase investor confidence, profitability, as well as seller satisfaction and loyalty. To accomplish that, it leverages an integrated, automated, data-driven platform, designed and developed based on investor requirement input, and built to handle every step in the loan acquisition process.

New Seller Application

The New Seller Application secure portal offers a structured way to accept seller applications
quickly and efficiently, providing complete
transparency into a pipeline view of all
applications.

Pricing & Eligibility

Integrated Pricing & Eligibility enables
control over pricing, defining seller specific pricing
and enabling seller access to loan programs, guidelines and pricing.

Commitment Desk

Management of the Commitment Desk
negotiation process improves communication
between investors and sellers. A summary of the
commitment provides an at-a-glance view of the
lock and delivery status of loans.

Pipeline Management

Real-time, transparent loan Pipeline Management provides a summary and status of all loans,
regardless of delivery method. Alerts are
continuously updated in real-time, showing loan
counts related to eligibility issues or lock file
status.

Pre-Funding Audit & Integrated Condition Clearing

Pre-Funding Audit & Integrated Condition
Clearing seamlessly runs data extraction and
audit rules automation to identity missing data,
audit loans and cure defects.

Funding & Loan Boarding

The Purchase Advice tracks the initial funding
review, capturing approval details, final approval
and the funded date. Sellers benefit from rapid
funding of loans and investors can easily on-board
loans to their servicing system.

New Seller Application

The New Seller Application secure portal offers a structured way to accept seller applications
quickly and efficiently, providing complete
transparency into a pipeline view of all
applications.

Pricing & Eligibility

Integrated Pricing & Eligibility enables control over pricing, defining seller specific pricing and enabling seller access to loan programs, guidelines and pricing.

Commitment Desk

Management of the Commitment Desk negotiation process improves communication between investors and sellers. A summary of the commitment provides an at-a-glance view of the lock and delivery status of loans.

Pipeline Management

Real-time, transparent loan Pipeline Management provides a summary and status of all loans, regardless of delivery method. Alerts are continuously updated in real-time, showing loan counts related to eligibility issues or lock file status.

Pre-Funding correspondent & Integrated
Condition Clearing

Pre-Funding correspondent & Integrated Condition Clearing seamlessly runs data extraction and correspondent rules automation to identity missing data, correspondent loans and cure defects.

Funding & Loan Boarding

The Purchase Advice tracks the initial funding review, capturing approval details, final approval and the funded date. Sellers benefit from rapid funding of loans and investors can easily on-board loans to their servicing system.

Streamline the seller application and approval process.

New Seller Application

An application dashboard gives the investor complete transparency into all seller application activity received through the portal, including applications in progress, submitted and approved.

A secure portal helps guide prospective sellers through investor defined application steps, capture required data and verify that the pertinent data and documentation has been supplied before the application package is submitted for approval. Integrated communication tools facilitate coordination with internal review teams and update new sellers as their application becomes approved. Once approvals are received, agreements can be generated, finalized and approved sellers can be given full access to the system.

I need technology to help me fund loans faster.

Proven Results.

Create real-time summary and granular QC reports.

Build reports how you want them,
when you want them.

View infographic

Technology Blueprint
for Correspondent Loan Acquisition.

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Why did one investor choose one integrated system over 5.

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