Servicing Transfer Reconciliation demo
Compares what the old servicer sent with what landed in your system, loan by loan, before a borrower finds the gap. 1:15
What the demo shows
A boarding solution for servicers that matches each transferred loan to its file and old notes.
Six agents match every transferred loan, field by field, from the prior servicer's tape to the signed documents in its file and the prior servicer's own notes; matched fields close up, breaks stack by loan and are ranked by harm, and the transfer manager approves every correction before it is posted.
Transcript
- Servicing Transfer Reconciliation matches each transferred loan to the old servicer's files and notes.
- In a servicing sale, a workout missing from the tape is found when the borrower calls.
- Coppa Line took on 4,800 loans from Ashgrove.
- Rene matches the tranche.
- Each field meets its proof in the loan file.
- Match fields close up.
- Then the Areola's line breaks.
- Trial modification in progress per prior notes.
- not on tape. The tape and our system agree, so a normal check passes them at the full payment.
- Breaks stacked by loan, 371, 38 that can't wait.
- Rene boards all nine trial plans from the notes, and the late fees are canceled.
- Every drop balance or inherited workout found before the borrower calls.
- Built on Botminds: agents, data, screens, and governance on one platform.
Transcribed from the film’s narration. Captions are on the player.