Create filters and strats to be used on specific loan lists or on the loan inventory as a whole. Export specific loan lists with any data fields, allowing users to send files or create feeds to other systems.
Load, map, and validate loan tapes in CAS or Excel format. Create data maps for clients based on the file formats clients and/or vendors supply (e.g. due diligence, servicing). Compare multiple versions.
Create due diligence views, allowing users to export and send pertinent data to due diligence providers for underwriting. Define custom fields to capture diligence results, thereby providing users the ability.
Set up multiple servicers and attach the servicer information at a loan level. Transfer servicers easily by using predefined views and system-generated emails sent.