Christina

LOAN SETUP: Multiple automated processes can be combined to further increase the impact of the digital workforce. At the Loan Set-Up stage, the indexing of a document package is combined with a Digital Worker to monitor and retrieve signed initial...

LOAN ESTIMATE: The wholesale mortgage Loan Estimate (LE) process involves coordination between the broker and the lender to ensure the disclosures sent to the borrower are accurate and within guidelines. MOZAIQ’s Loan Estimate automation verifies the loan fees and broker...

CHECKPOINT AUDIT POST CLOSE: Checkpoint is integrated with the existing loan origination system to automatically pull documents and data, classify the document, extract important data, and compare data against the system of record and/or against other documents to highlight actionable...

CHECKPOINT AUDIT PRE-UNDERWRITING: Throughout the loan process, lenders create multiple stop points where an operations expert validates the data and documents before moving the loan forward to the next step. Checkpoint is integrated with the existing loan origination system to...

INDEXING: The foundational process of Indexing, followed by Data Extraction from the indexed files is demonstrated here. These foundational processes are used throughout the origination and servicing lifecycle - either as standalone processes or to drive intelligent automation within specific...