SMARTER, FASTER LOAN SERVICING AT SCALE

LoanServ Platform powers servicing for all mortgage and consumer loan types with scale compliance, reporting, real-time payments, and happy borrowers. Exceed investor, auditor, regulator, borrower expectations, and lower costs with the industry's most modern system of record.

FEATURES OF LOANSERV PLATFORM

  • Fully Real Time Data
  • Easy Configurability
  • Workflow Automation
  • Exception Queues
  • Collateral Management
  • State Compliance
  • Broad Vendor Integrations
  • Fast Internal Integrations
  • AI/Machine Learning
  • Doc Tracking
  • Mortgage & Non-Mortgage
  • All Forward Loans or Lines

THE PRODUCT SUITE

LOANSERV - ESCROW ADMIN

Reduce work and cost by automating complex, high volume tasks and workflows. Configure your way to enhance policy and procedure. Features include:

  • Support insourced or outsourced workflows
  • Hazard insurance
  • Loan insurance (PMI, MIP)
  • Credit insurance (ATR, Life, etc.)
  • Property Tax
  • Other taxes & waiver capabilities (HOAs, MUDs, PUDs)
  • Escrow Forecasting & Analysis (for both enterprise & consumer)
  • Highly-configurable Interest on Escrow
 

LOANSERV - CUSTOMER SERVICE

Empower and inform customer service teams to manage quick “one-call” outcomes, even for complex borrower inquiries. Lower training curve and reduce cost with these configurable features:

  • Real time borrower data/insight for CSRs
  • Dashboard and workflows designed for CSR productivity
  • Assign work and SLAs to other internal or external team members
  • Configure workflow automation to your policies and procedures
  • Omni-channel automation for borrowers, servicers, partners
 

LOANSERV - SPECIAL PRODUCTS

Consolidate your tech stack as you expand your servicing into all forward amortizing retail loans or lines, whether mortgage or non-mortgage. LoanServ can power:

  • First and second liens
  • Direct and indirect origination sources for all asset types (auto dealer vs. bank financing, etc.)
  • Evergreen (lifetime LOC, fixed rate partition, etc.)
  • ARMs, GPMs, buydowns, and other structured payment products
  • Secured or unsecured loans (with broad support for collateral, including UCC)
  • Mobile and chattel loans (including DMV and other state requirements)
 

LOANSERV - LOAN BOARDING

Reduce risk and cost boarding new and seasoned loans. Build your MSR book with advanced tools to ingest, transform, cleanse loan data at scale. Intelligent onboarding includes:

  • One tool to manage all acquisition and origination channels
  • Repeatable processes to speed onboarding and streamline compliance
  • Automated quality assurance to reduce borrower issues upon final boarding
  • Validation dashboard with workflow to find and fix data issues
  • Ongoing portfolio monitoring and alerts to reduce risk

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LOANSERV - PAYMENTS

Make borrowers and investors happy while controlling cash management on payment acceptances and remittances. Features include:

  • Configurable automation of payment acceptance and remittance
  • Real-time inbound payments and outbound disbursements
  • Reduce time to deposit with real time bulk or single payments
  • Configurable automation for enterprise and consumer users to manage/cure exceptions (e.g., escrow changes)
  • Ability for borrowers to pay from various sources and methods at different cycles
 

LOANSERV - INVESTOR MANAGEMENT

Give your investors real-time data and insights on loan performance and cash flow to power their risk analysis and secondary market reporting. Capabilities include:

  • Real time cash position data by investor at investor, pool, and loan levels
  • Support for Fannie Mae, Freddie Mac, Ginnie Mae, private, and portfolio investors
  • Support for FHA, VA, MI, Conventional, and USDA loans
  • Simple entry waterfalls based investor PSA calculations and output
  • Automation for pool-to-security balance reconciliation
  • Easy reporting widgets to manage GSE and private requirements
  • Easy integration to internal accounting systems
 
With Sagent, we can deliver both local community banking expertise and service, along with a modern experience.

– Robert Parker, Trustmark

My favorite LOANSERV hidden gems are how it decreases the training curve for servicers, speeds call handling, and powers faster outcomes for borrowers.

– Joe Dombrowski, LoanServ Product Lead, Sagent

  

MORE PRODUCTS

 

TEMPO

Fully-configurable default management to power hardship lifecycle for borrowers, investors, attorneys, vendors, regulators.

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CARE

Servicer-branded customer attention, retention, engagement. Power self-serve & modernize your care during customers' good AND tough times.

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Let's Connect & Talk Shop

We're deep loan servicing pros who get what you do. We'd love to show you what we're building and learn what you're building. How can we help?