Pivot to Intelligent Mortgage Automation

Automate Mortgage Processing to drive unparalleled efficiency, agility and CX

As the housing market continues to shift driven by changing consumer expectations and evolving compliance mandates, mortgage companies must transform their customer experience or risk losing market share. Sourcepoint’s Mortgage Automation Solutions integrate mortgage process automation with advanced analytics to help lenders and servicers stay ahead.

Our comprehensive Mortgage Automation Solutions


Differentiated and frictionless origination experience across Retail, Correspondent and Wholesale.


Agile and scalable solutions across the servicing lifecycle for lower costs and superior borrower experience

Title & Settlement

Complete range of title, tax and recording products and services (insured and uninsured)


Hybrid solution – a combination of automation and human interaction – to tighten compliance and lower costs

Due Diligence

Best practices-based risk assessment model to proactively manage counterparty risks

Digital Loan Experience

Mortgage platforms and Intelligent Automation tools to increase efficiency, capacity and quality

North American mortgage company uses RPA to optimize the loan origination process and improve their agent productivity by 250%
North American mortgage provider uses machine learning based solution to digitize their document management process thereby reducing their overall loan processing time by 50%

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Industry associations

Mortgage Banking Association
California MBA

Mortgage Automation Services

Sourcepoint is a leading Mortgage Automation company.  We partner with 10 of the top 20 mortgage companies, helping them drive unprecedented agility, speed-to-market and scale. Our loan automation services are designed to create a digital-first ecosystem that builds and sustains competitive advantage.

Our Mortgage Intelligent Automation Platform comprises three major pillars.

  • Reengineered and simplified processes that leverage intelligent workflows with CoBots – so your people can do more.
  • Scalable, data-driven operations to reduce costs and accelerate cycle time, driving greater predictability and customer centricity.


Mortgage Professional America

Mortgage Professional America, 2022

  • Top Mortgage Employer
NEAT results by NelsonHall

NEAT results by NelsonHall

  • Leader in Mortgage and Loan Services 2022
NelsonHall NEAT Mortgage

NelsonHall NEAT Mortgage and Loan Services 2022 Report

NelsonHall NEAT Mortgage and Loan Services 2022 Report.
NelsonHall NEAT Mortgage and Loan Services 2020 Report.
"Major Contender".

Leverage Intelligent Automation for Mortgage Operations

Trusted by the leading mortgage companies in the US, we transform your mortgage operations combining our years of mortgage experience with intelligent automation.

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