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Case Study: Financial Services – Mortgage Lending

Mortgage Loan Document and Imaging Processing Case Study

 

The Client

Leading nationwide lender, a subsidiary of a major U.S. banking company, funding over $20 billion in non-prime mortgages

 

The Issues

  • Physically impossible to staff and train for projected loan origination volume increases
  • Added volume estimated to increase in-house processing costs by $3 million annually
  • Adoption of parent company’s mortgage loan document processing technology deemed cost prohibitive
  • Existing infrastructure incapable of handling expected volumes, thus impacting revenue forecasts

 The Requirements

  • Minimize operational headcount required to processes forecasted loan volumes
  • Reduce loan file storage / retrieval / access costs; ensure compliance with regulatory standards
  • Decrease mean time to processes closed loans; improve investor sale turnaround
  • Improve auditing productivity; reduce related costs

 The Solution

  • SOURCECORP chosen as outsourcing vendor for:
    • customized mortgage loan document and imaging processing; including closing, trailing and finalization papers 
    • custom throughput rules to meet sustained volume increase projections
    • hosted, web-enabled data repository for pre- and post-close loan files

 The Results

  • Volume projections significantly exceeded plan; all processed smoothly and on time
  • Overall cost per processed loan file reduced, saving roughly $216,000 annually
  • Avoided copying / copier costs saving $2.5 - $3.1 million per year

 


 
 
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