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Routine Servicing

Streamline operations and compliance to deliver outstanding customer experience
Overview
Why Sourcepoint?

Providing a seamless borrowing experience across channels is critical to customer experience success in a competitive mortgage market. Thriving in the new digital reality requires the right people, technology and processes to streamline workflows, while maintaining oversight of operational quality, compliance and costs. A trusted partner with experienced resources and the agility to innovate can help you scale effortlessly and meet evolving customer demands.

Sourcepoint offers solutions to streamline operations, enhance compliance, and catalyze growth. We combine our industry-leading servicing license profile with six-sigma and ISO-driven processes and milestone-based tracking of servicing activities to drive superior efficiencies and customer service.  Our hybrid global delivery model offers round the clock support and reduces cycle time for industry players. Our compliance consulting organization is staffed by industry experts who maintain a laser-sharp focus on ensuring rigorous quality, governance and customer satisfaction.

  • Onboarding
  • Loan Administration
  • Global Call Center & Collections
  • Liquidation
  • Financial Administration
  • QA & QC

Onboarding

  • 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
  • Customer Service Research Requests
  • 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)

Global Call Center & Collections

  • Enabling 24-hour bilingual support
  • First Customer Intelligence (FCI) for Customer Experience Analytics on every call
  • Omnichannel Customer Contact Supports Borrower Dialogue on Various Platforms such as Chat, Text, Email & Social
  • Call Quality Monitoring (CQM) Programs, including Complaint Monitoring

Learn more about our global call center and collections services and omnichannel contact center operations

Liquidation

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

Financial Administration

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

QA & QC

  • Process Design and Deployment
  • Outsourcing

Read more on our compliance and process consulting services.

Solutions for Routine Servicing

Business Process Outsourcing

Business Process Outsourcing

A mortgage BPO that combines skilled professionals with emerging technologies to deliver high impact results.

Customer Experience Analytics

Customer Experience Analytics

Multi-dimensional insights across agent performance, business intelligence and customer experience to improve customer satisfaction.

Title and Settlement

Title and Settlement

Competitively priced, timely, and accurate mortgage title information powered by our nationwide network of professional title abstractors.

Omnichannel Customer Contact

Omnichannel Customer Contact

A holistic approach to improving compliance, agent performance and customer experience across the mortgage lifecycle.

Post-Close Document Services

Post-Close Document Services

End-to-end post-closing support services across mortgage closing/funding, document management and trailing documents.

Robotic Process Automation (RPA)

Robotic Process Automation (RPA)

When done right, RPA drives down costs and improves efficiencies, helping organizations achieve their strategic objectives.

Compliance & Process Consulting

Compliance & Process Consulting

Comprehensive solution covering risk and governance, regulatory compliance and due diligence reviews.

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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Sourcepoint, Inc., (d/b/a in the State of New York as Sourcepoint Solutions), NMLS #266274. does not offer, originate, broker, or fund loans for any state. No mortgage solicitation activity or loan applications for properties located in the State of New York or any other state can be facilitated through this site. Phone numbers that appear on this site are not for use by consumers or borrowers in the State of New York or any other state.

© Sourcepoint 2021