Post-Closing of mortgage loans involves a multitude of processes and tasks across lenders, brokers and investors. At this stage the closed loan is monitored to ensure all trailing documents are gathered and processed to meet all investor guidelines for loan saleability.

Over the last 3 years we have optimized our digital platform to transform post close processes. If your goal is to streamline retrieval, processing and upload of trailing documents so your staff can focus on high value activities, we have the right solution for you. Our post-closing solution combines the right technology, tools and people to help you achieve your objectives. The platform supports open API architecture which enables us to integrate with any up/downstream systems.

Input

Metadata can be input through our predefined excel, xml schema or APIs. Mandatory field: Loan Number

Loan packages / images can be sent as physical copy to our office, store in a secure SFTP which we can access or sent over APIs

Output

Classified documents in the closing package will be provided as individual pdf's by number of instances

Consolidated closing package sorted to your requirement with bookmarks for each document

Data fields extracted for individual documents or as a consolidated document

Shipping of trailing documents to custodians

The output can be customized to any requirement. We can upload it to any SFTP location or integrate with your system through APIs.