Business Process Services
FULFILLMENT

Innovative Solutions Built for a Dynamic Mortgage Industry

The mortgage industry is evolving rapidly – and so should your business. At Consolidated Analytics, we combine advanced technology, global delivery, and specialized mortgage expertise to help lenders streamline operations, enhance efficiency, and elevate the borrower experience. Whether you need help with a one-time project or ongoing back-office support, our team can assist you with reliable, efficient solutions tailored to your business needs.

Delivering Transparency

We consider unique client needs with each project and deliverable and provide customized client reporting and comprehensive data mapping and management.

Reducing Bottlenecks

Our automation and established workflow solutions, partnered with an experienced team, reduce unnecessary setbacks at every phase.

Streamlining Pre & Post-Closing

We streamline cumbersome and error-prone tasks to ensure you meet stringent compliance guidelines, timelines, and investor requirements.

Technology-Driven, Nimble Solutions

Leveraging loanDNA, our solutions remove the complexity from mortgage fulfillment. From automation to smart document handling, we make the process seamless – so you can focus on growing relationships and driving sales.

 

  • Automation + Talent Approach: Automated processes manage repetitive, rules-based tasks, while our expert fulfillment teams provide the precision and oversight needed for more complex processes.
  • Access to Innovation: We streamline the process by working directly in your system. This means scalable efficiencies, a smoother transition, less disruption to your team, and faster results.

Comprehensive, Accurate Fulfillment 

Consolidated Analytics’ fulfillment team has extensive experience and qualifications to deliver the service your customers deserve. Our comprehensive suite of solutions helps you efficiently meet all your pre-close and post-close requirements. Our solutions include, but are not limited to:

Pre-Funding

  • Loan setup
  • Initial closing disclosure
  • Request title corrections
  • Third-party processing
  • Initial closing disclosure
  • Pre-funding loan review/QC

Closing I Post-Close Funding

  • Document preparation
  • Issue closing instructions & final closing disclosure
  • CD review & approval
  • Prepare wire or order wire
  • Wire/Funds requests
  • Review preliminary funding docs
  • Funding authorization

    Post-Close Services

    • Investor delivery
    • Purchase Exception tracking & resolution
    • Investor report reconciliation
    • Government insuring
    • Trailing document procurement
    • Custodian tracking & error correction
    • Custodian report reconciliation
    • Assignment preparation & reconciliation

    Additional Fulfillment Capabilities

    • Investor pre-purchase review
    • MERS monthly & annual reviews
    • 1098 & 1099S annual mailing
    • Document imaging & indexing
    • Re-verification of mortgage underwriting
    • Post-close QC review & reporting

    Your Choice. Our Support.

    Our onshore and offshore solutions are built for flexibility. Whether you need consistent coverage or seasonal support, our pricing flexes with your business needs.

    • Variable Cost Model: Shift from fixed overhead to per-loan pricing for scalability
    • Onshore and Offshore Capabilities: By leveraging a global workforce of tech-savvy talent, our solutions can provide 24/7 support and cost savings
    • Improve Cost Management: Gain greater agility and better control over expenses

    Contact our team to request more details on loan fulfillment.

    Contact Us