Routine Servicing

Trusting your routine servicing to Sourcepoint helps drive down cost, streamline your operations and control costs, while ensuring compliance.

Many servicers have been forced to react to change, rather than proactively managing their business. Thriving in this environment requires the right people, technology and processes to streamline workflow, while maintaining oversight of operational quality and controlling costs. Outsourcing mortgage servicing can drive down costs, but servicers need a trusted partner with the expertise, experienced resources and the agility to innovate and provide continuous value to meet the constantly changing needs.

Sourcepoint delivers servicing and default solutions with the right mix of components to provide you with catalyst to streamline your operations and control costs. With our deep domain expertise across the spectrum of servicing and our laser focus on maintaining compliance, Sourcepoint brings you a global delivery model that has been specifically designed for the residential mortgage industry.


  • Manual Loan Boarding
  • Tape Review and Cracking
  • MERS Tracking
  • Welcome Calls
  • Customer Service Research Requests
  • Data Integrity Audits
  • ARM Audits
  • Corporate Advance Invoice Reconciliations
  • Document Indexing and Tagging
  • Service Transfer Reconciliations

Loan Administration

  • Tax Monitoring and Tax Payment Verification
  • MI and Hazard Insurance Monitoring and Verification
  • Customer Service Calls and Emails, Call Monitoring
  • Customer Service Research Requests
  • Complaint monitoring
  • Payment Posting
  • Payment History Research
  • Document Indexing and Tagging
  • Invoice Management and Disbursements
  • Data Integrity Audits
  • MERS Tracking
  • ARM Management and Audits
  • Escrow Administration (Maintenance & Analysis)


  • Payoff Requests and Quotes
  • Liquidation Processing
  • Lien Release / Satisfaction

Financial Administration

  • Investor Reporting
  • Investor Accounting
  • Clearing and Lockbox Account Reconciliation
  • Wire Desk Management


  • Process Design and Deployment
  • Outsourcing
Stay Ahead

Deep domain expertise across routine and default servicing

  • Experience across multiple servicing and default platforms
  • Industry-leading servicing license profile
  • Six Sigma and ISO-driven processes
  • Milestone-based examination of servicing activities
  • Rigorous quality and governance structure
  • Compliance consulting organization staffed by industry experts
  • Hybrid delivery model with a 24-hour clock reduces cycle time
  • Improve customer satisfaction scores

Why Sourcepoint?

25+ years delivering market-leading solutions

Tap into our expertise - We work with the biggest names in the US mortgage market to deliver superior business outcomes

Global centers enabling 24/7 omnichannel experiences

Create a unified experience across channels and services - ranging from mortgage origination and routine servicing to foreclosure and default servicing

Data-driven approach & cutting-edge technology

Stay ahead with next-gen solutions underpinned by Robotic Process Automation, AI, Machine Learning, Advanced Analytics and more

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Related Pages

Default Servicing

Sourcepoint's default servicing solutions help you reduce cost and improve service, while staying focused on compliance.

Home Equity

Sourcepoint offers BPM solutions for home equity loan programs from application to closing. We help reduce cost, enhance service quality, mitigate risk and increase revenue.

Compliance & Process Consulting

We help mortgage lenders ensure robust compliance of transitional regulatory requirements.