Demo

SENDING FINAL CD: The automated process monitors the loan pipeline for loans where the Final CD has been requested. The CD dates are updated, the appropriate recipients are selected and added to the CD notifications, and the final CD is...

CHECKPOINT @ CD PREP: Prior to sending the initial CD, Checkpoint will automatically pull documents and data from the loan origination system. Checkpoint then runs a series of business rules to identify discrepancies, missing data, and other issues that must...

AUTOMATED EMAIL NOTIFICATIONS: Customize loan status notifications and maintain consistent communication with automation. Select the event that will trigger the email, determine the recipients, include attachments (if any) and compile the message. \ Email event examples: Lock Expiring, Conditions Log...

DATA EXTRACTION: 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...

MERS REGISTRATION: A Digital Worker monitors the pipeline within the Loan Origination System (LOS) and selects the next loan that is ready for processing. Required loan details are collected from the LOS, including the borrower, and property information. The Digital...

REDISCLOSURE: MOZAIQ’s digital worker takes on the Redisclosure process by monitoring a pipeline for loans where a Change of Circumstance has been submitted. Verification is performed on: Change of Circumstances reasons, related dates, and the completion of the LO and...

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...