LOANSERV KEEPS YOU SAFE & YOUR BORROWERS HAPPY
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
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
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