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Case Study:  Financial Services – Mortgage Lending

Mortgage Loan Document Storage Solution Case Study

 

The Client

Premier mortgage banking institution, founded in 1990, serving all U.S. markets for non-prime residential mortgage loans

 

The Issues

  • Original outsourcing vendor incapable of meeting volume increases; quality suffering
  • 25% of loan file images were unreadable / unacceptable; adding to budget overruns
  • 24-hour file imaging turnaround jumped to 72 hours, resulting in missed deadlines; added risk
  • Existing infrastructure incapable of handling expected volumes, thus impacting revenue forecasts

 The Requirements

  • Find alternative outsourcing vendor with proven capacity and quality performance standard
  • Restore 24-hour file imaging turnaround; improve quality and accuracy of stored images
  • Reduce outsourcing costs; improve productivity and in-house / branch staff morale
  • Provide direct interface with host loan file tracking system; improve indexing and file access time

 The Solution

  • SOURCECORP chosen as outsourcing vendor for:
    • daily pick-up of loan files from nationwide facilities and branches
    • direct data entry services and subsequent uploading to loan tracking system
    • additional bar coding and labeling information for scanned files
    • image scanning, posting to hosted repository for on-line and near-line access

 The Results

  • Imaging turnaround time restored to 24-hour mandate
  • Overall outsourcing costs cut by 25%; despite significant volume increase
  • File indexing functions now outsourced, saving time and allowing for staff redeployments
  • Dramatic improvements to image quality; accuracy percentages up to record levels

 
 
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