Use Cases

Multi-product borrower loan scenario bulk pricing

Bulk Prtfolio Pricing using current product rate information – Implement a sophisticated analytics platform that processes bulk loans to run multiple refinancing o – Produce an ever-ready databank of all loan scenario offers, updated with the latest product rate inf. Learn more about Multi-product borrower loan scenario bulk pricing in Borrower Engagement.

Target list to prospect brokers for wholesale lending

Strategic Broker Targeting for Market Expansion – Utilizing publicly available data on U.S. brokers and their production statistics, a dynamic data en – This approach generates a daily updated target list of brokers, enabling wholesale lending managers . Learn more about Target list to prospect brokers for wholesale lending in Channel Management.

Loan tape analysis to increase FHA footprint for retail lending

Identifying FHA opprtunities in the MSR to help retail loan officers – Utilizing current rate data and FHA Streamline Eligibility criteria, the analytics tool pinpoints po – Target lists produced by the system are forwarded to loan officers, equipping them with detailed ins. Learn more about Loan tape analysis to increase FHA footprint for retail lending in Portfolio Analytics.

Pipeline prioritization to help underwriters and processors

Advanced Pipeline Prioritization for Underwriters and Processors – An algorithm that integrates with existing underwriting and processing systems to analyze and rank l – The result is a more organized and efficient pipeline, where critical loans are expedited, and resou. Learn more about Pipeline prioritization to help underwriters and processors in Channel Management.

Evaluating Account Executive performance based on broker engagement

Boosting Sales Through Strategic Account Executive Analytics – A dynamic analytics model that assesses Account Executive performance by tracking their engagement l – The analytics model provides a detailed performance report that categorizes Account Executives based. Learn more about Evaluating Account Executive performance based on broker engagement in Channel Management.

Broker scoring for wholesale lending

Optimizing Broker Performance: An Application Data Scoring Approach – Implement an advanced scoring system that evaluates brokers based on a rolling six-month review of t – Regular reports generated from the scoring model provide actionable insights, enabling wholesale len. Learn more about Broker scoring for wholesale lending in Channel Management.

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