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Streamlined Boarding Of Your Note Portfolio

Loan boarding, or the process by which a portfolio of loans and transferred from one servicing system to another, is a critical concern when considering outsourcing to a third party.

Our experience has taught us that a strong project team, detailed planning, adaptable and scalable systems and a flexible, problem solving approach, are all critical to successful transfers.

Before, during and after a loan boarding our team will work closely with the client to ensure that understanding of the requirements, compliance and operational loan migration is conducted with professionalism, attention to detail and on time.

Our dedicated Boarding Specialists will:

 

Identify and manage risk during the transfer of servicing.

 

Ensure streamlined coordination with previous servicing companies.

 

Confirm appropriate and proactive coordination and communication occurs between all parties before, during, and after the Transfer of Servicing.

 

Ensure a smooth and timely experience for the borrower.

 

Identify and manage risk during the transfer of servicing.

 

Ensure streamlined coordination with previous servicing companies.

 

Confirm appropriate and proactive coordination and communication occurs between all parties before, during, and after the Transfer of Servicing.

 

Ensure a smooth and timely experience for the borrower.

Contact us to discuss your individual servicing needs

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