Read the full recap and recommendations - https://mct-trading.com/outsourcing-mortgage-operations-webinar
The discussion on outsourcing began at the most recent MCT Exchange conference in September, during the Outsourcing Mortgage Operations Panel Discussion. This panel featured MCT clients disclosing their successes and challenges related to the practice.
To give breath to this important topic, together with Verity and Victorian, this webinar was organized to explain further how to effectively leverage outsourcing and answer remaining questions.
Questions that were answered in this webinar:
- Should I outsource mortgage operations?
- What are the benefits of outsourcing?
- What are the challenges of outsourcing?
- What are the best parts of the mortgage origination cycle to outsource?
“It’s just another one of our tools in our tool bag to be more efficient in providing a more competitive product for our clients and be successful in this industry. “ - Sonny Bringol
Experienced Compliance Specialist with a demonstrated history of working in the mortgage industry. Skilled in Mortgage post-closing and compliance, Mortgage Lending, and Shipping. A strong mortgage professional with more than 15 years of experience in this industry.
All you want to know about Outsourcing Post-Closing Mortgage AuditGloriaFlorence2
Mortgage Post-Closing is a process that is performed after the mortgage document has already been signed. For more information, please click on below link: https://www.maxbpooutsourcing.com/mortgage-process-outsourcing .
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How to wow your financing client and squash your competition at the same time. Learn the process and steps required to evaluate quickly and get your loan approved in very short timeframe (from pre-approval to final commitment in 72 hours). Competing commercial mortgage broker had the deal for nearly 3 weeks and he dropped the ball. Learn how to quickly recognize, analyze, research and package it "bulletproof" to get that final approval. Remember, a discussion letter is almost as useful as a pre-approval on the residential mortgage.
Experienced Compliance Specialist with a demonstrated history of working in the mortgage industry. Skilled in Mortgage post-closing and compliance, Mortgage Lending, and Shipping. A strong mortgage professional with more than 15 years of experience in this industry.
All you want to know about Outsourcing Post-Closing Mortgage AuditGloriaFlorence2
Mortgage Post-Closing is a process that is performed after the mortgage document has already been signed. For more information, please click on below link: https://www.maxbpooutsourcing.com/mortgage-process-outsourcing .
How to Squash Your Competition - Commercial Financing Case StudySua Truong
How to wow your financing client and squash your competition at the same time. Learn the process and steps required to evaluate quickly and get your loan approved in very short timeframe (from pre-approval to final commitment in 72 hours). Competing commercial mortgage broker had the deal for nearly 3 weeks and he dropped the ball. Learn how to quickly recognize, analyze, research and package it "bulletproof" to get that final approval. Remember, a discussion letter is almost as useful as a pre-approval on the residential mortgage.
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Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
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Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
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Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
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2. Consideration and Merits of outsourcing
Behind the scenes
Labor Availability
Skill
US Mortgage Knowledge
English Fluency
Programming and Software Knowledge
BPO Operations
BPO Work Culture
24 hour shifts
Utilization Based Operations
Modern infrastructure with high speed internet
Flat Fee or “Per-File” Billing
4. Verity Global Solutions: What We Do
We perform functions such as:
Review & Validation of all loan documents
Update and monitor LOS Data
Pre-Underwriting
Document indexing at all stages
Compliance Reviews
Investor Package Submission
5. Our Services
Application
Loan
Processing
Pre-
Underwriting
Title
Processing
CompliancePost Closing
Pre Closing
& Closing
0
Customized End to End Outsourcing Solutions for the Entire Mortgage Origination Cycle
- Loan Registration
- Loan Setup
- Initial Disclosures
- Re-disclosures
- AUS Submission
- Client Welcome
Package
- Income Review
- Credit Review
- Asset Review
-Validation of
Disclosures
- All Third Party
Orders
- Income
Calculation: All
types
- Asset Verification
- Insurance Review
- Title Review
-Appraisal Review
- Credit Review (DTI)
-Full Pre Closing
Review
-Closing Disclosure
Preparation
-Escrow Review &
Setup
- Closing Document
Preparation
MERS Registration
- Full Post Closing
File Review
- Post Closing
Delivery
- Purchase Advice
Processing
-
-HMDA Review
- Mavent Review
- Post
Consummation CD
- Abstract Review
- Closing Protection
Letters
- Tax Certification
Review
- Title Preparation
11. Recent Popular Sample of Verity Assignments
PFQC
Norm is 10-20%. Through Verity it is affordable to perform 100%
Overnight Turnaround
Purchase Advise Handling
Verity Customized Solution per customer
Compare against commitment price
Notify secondary marketing desk of any discrepancies, or
Upload information into LOS
12. Other Services
Escrow Setup
HMDA Reviews
Mortgage Insurance Reviews
FHA CAIVRS Reviews
VA Certificate of Eligibility Orders & Reviews
Appraisal Orders
Initial Appraisal Reviews
Trust Reviews
Title Typing
13. Verity Global Solutions LLC
sam.mehta@verityglobalsolutions.com
15926 University Oak
San Antonio, Texas
Phone: (210) 314-2570
Cell: (210) 995-4446
Contact Us for More Information on Building an Outsourcing Program that Fits Your Company's Needs
