Digital Loan Experience

Unlock value with Digital Mortgage Solutions

Engineer unparalleled operational efficiencies and customer experiences

Deliver to your customers' digital expectations

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


Reimagine your business processes, accelerate your automation journey, and elevate the customer experience with our quick to deploy digital employees.

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.

Stay Ahead with Sourcepoint

2 Bn+

Back office transactions

3.1 Mn

Web chats

3.7 Mn

Email responses

200 Mn

Customer interactions

Unlock the power of digital: Explore our Digital Mortgage Solutions

Automation Advisory & Center of Excellence

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.

Mortgage Automation Cloud

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

First Learning Intelligence

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.

Mortgage Analytics

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.

firstCustomer Intelligence (FCI)

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.

From outsourcing to innovation: partnering to revolutionize mortgage servicing

HFS Point of View

Pivot to digital-first

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.

Explore insights

firstCustomer Intelligence (FCI) boosts borrower experience and improves sales conversion for top 10 lender

RPA helps leading US mortgage provider stay ahead by improving associate productivity

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