Mortgage Servicing Boarding Workflow & Document Management Best Practices
The transfer of mortgage documents and data validation continues to be one of the biggest challenges for mortgage servicers as they purchase loans or servicing rights. Even moving the file between internal origination and servicing platforms presents obstacles. Our latest whitepaper discusses best practices of loan boarding automation, smart document management and mortgage quality control.
- Mortgage boarding automation, including automated document classification, OCR, the business case for automation, and the processes required.
- Smart mortgage document management, covering instant searchability, workflow automation, automated retention scheduling, auditor self-service, and the cloud.
- Mortgage quality control (QC), including pre-purchase reviews and servicing QC audits.