Exceptional customer experience is a real differentiator in the mortgage industry, even more so than price. Our Digital First, Digital Now approach drives transparency, speed and simplicity in your operations, delighting your customers and preserving your margins. On the one hand, it harnesses digitally enabled mortgage solutions to enhance consumer engagement and optimize operational efficiency and agility. On the other, it ensures an empathetic human touch to guide and support customers across the mortgage lifecycle.
Ability to work with client environment (AWS, Citrix, etc.)
Support multiple image types (.PDF, .JPEG, .TIF, Word etc.)
Document classification for 542 doc types via OCR/ICR
OCR/ICR classification confidence matrix at per page and color coding for faster visual check
Significant reduction in TAT with OCR/ICR
Systematic identification of critical missing docs and reporting at loan level
Automated email capabilities on missing docs to client’s / external parties
Customized output image naming convention
Flexible image export capabilities
Build agile operations with our digital-first mortgage solutions designed specifically for the mortgage industry. Our mortgage solutions combine intelligent workflows and automated data extraction with Robotic Process Automation (RPA) and Artificial Intelligence. The result: seamless omnichannel customer engagement and greater efficiency, agility and scalability in your back-office operations. Most importantly, our solutions easily integrate with your Loan Origination System (LOS), helping you accelerate time to value.
Back office transactions
Web chats
Email responses
Customer interactions
Tap into our Automation Advisory services to determine the best approach to deploy Intelligent Automation for mortgage process improvements, innovation, and growth. Assess and identify automation and business transformation opportunities using process mining, design thinking and value engineering – with the help of lean certified experts. We design and deploy a centralized Transformation Center of Excellence (COE) as part of our Advisory Services, providing strategic guidance to drive transformation to achieve targeted business needs.
Design hyper agile operations using our COBOTS, seamlessly scale operations, and connect your front and back-office. Our COBOTS are pre-built mortgage automation solutions that are quick to deploy using limited resources. Add to this, intelligent workflows, automated data extraction and Artificial Intelligence, and you have the perfect recipe to accelerate business value. COBOTS automate repetitive, time consuming tasks, hastening cycle time and freeing up your employees to focus on value added tasks
Transform your enterprise’s cognitive quotient. In the mortgage industry, like in many others, innovation is key to driving competitive. By making intelligent investments in your employee Learning and Development (L&D), you can build a workforce that constantly creates innovative solutions. First Learning Intelligence is an AI-driven hybrid learning platform.  It provides dynamic learning paths to create collective expertise in the mortgage space, thereby sharpening your competitive edge.
As the mortgage industry contends with ongoing market uncertainty, operational visibility is paramount to identifying gaps, enhancing organizational efficiency and profitability, and mitigating risks. Harness our mortgage analytics solutions to drive key mortgage imperatives across the mortgage value chain – from Origination, Onboarding, Servicing and Maintenance to Cash Application and Allocation, Risk management, Treasury and Recoverables, and Termination.
Delivering a differentiated customer experience can make the difference between thriving and surviving in the face of growing uncertainty and margin pressure,. Our proprietary speech and text analytics solution firstCustomer Intelligence (FCI) provides actionable insights across products, processes, channels, web strategy and associate performance, helping you elevate the customer experience and increase revenues.
HFS Point of View
As digital mortgage experiences gain rapid traction, automating the post-closing process can create significant market advantage by enhancing accuracy and expediting the mortgage loan process. Our Mortgage Post-closing solution combines Automation with human interaction, fusing the best of what technology and humans have to offer to elevate the customer experience.
NMLS #266274
Notice for NV Residents: (1) Collection Agency License Number CAD11879; (2) Compliance Manager Certificate Number CM12902/NMLS #1499266 Compliance Manager.
©Sourcepoint 2025
Sourcepoint Solutions in lieu of Sourcepoint, Inc. NMLS #266274
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