Routine Servicing

Streamline operations and compliance to deliver outstanding customer experience

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


  • 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


  • 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

Read more on our compliance and process consulting services.

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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