Suma Soft’s Mortgage BPO services has been assisting Mortgage Lenders to efficiently accomplish mortgage origination, processing and underwriting. Suma Soft has developed a tested and proven integrated mortgage loan origination process that ensures collection, organization, and evaluation of required documents.
Suma Soft puts in place a scalable Mortgage BPO services team of 850+members, that consists of processing associates with extensive training on mortgage processing. The staffing plan is tailored to meet the seasonal peaks.
Our operations are certified for ISO 9001:2008 Quality management system and ISO 27001:2013 Information security management system.
2. Table Of Contents
1. Company Overview
2.
7 Trends For Mortgage BPO Services
3.
Services
3. Company Overview
Suma Soft has been providing Expert Mortgage BPO
Services for 16+ years.
We have a 850+ Team
4. 7 Trends For Mortgage BPO Services
1.Stacking & Indexing –
Split of documents and classification of documents
as per document types
2.Loan Boarding –
Entering initial information from 1003, Income, Credit,
Title & all disclosures available
3.Pre-QC –
Verifying the data entered in Calyx or Encompass360
& informing the Loan officer on missing documents &
findings
4.Third Party Documents ordering & Reviewing –
Title, Appraisal, HOI, FHA case etc.
5.Initial Submission to Underwriter –
Clear Underwriting Conditions to take the loan to
clear to close, Uploading the loan package
6.Post-Closing Package –
Creating post-closing package as per state regulatory
guidelines
7.Workforce Management Tool –
Outsourcing Mortgage companies that utilize Workforce
Management tools and have some relative industry
experience that keeps your company competitive edge