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O2I Shortened the Closing Cycle for a Reputed Lender

Case Study on Closing Support for Reputed Lender

The Client

The client we served is a top mortgage lender whose business is spanned across the US. The client is specialized in residential and commercial real estate segments and has gained a reputation for providing fast and accurate closing services to borrowers.

Client Requirement

The client's USP was centered on quality and speed. Therefore, they approached Outsource2india wanting to set a new benchmark and become a lender with the fastest closing cycle in the US. The client sought our expertise when it became apparent that loans couldn't be processed within the stipulated time without affecting the quality.

Project Challenges

The outsourced requirement had its fair share of obstacles that included the following -

  • Hiring and training teams in fleeting time along with optimization of operations
  • Mitigating errors to streamline the process and shrinking the time required to close loans
  • Optimizing the slow processes

Our Solution

Our team collaborated with the client to understand and declutter the bottleneck in their existing process. To accelerate the loan closing process we provided the following solution -

  • Equipped Our Loan Processing Team to Deal with Higher Loan Volumes

    We hired loan processors on a pro-rata basis and evaluated their awareness in government and conventional loan programs. This, along with their shrewdness in information aggregation loan document verification, as well as file documentation.

  • Multi-level Quality Check

    We performed quality checks headed by a QC specialist without missing compliances. We ensured high-quality post-closing reviews. The client's program was maintained independently over several other QC programs such as mortgage origination and underwriting. We also ensured that consistency was unchanged during peak times by reviewing randomly chosen samples.

  • Process Training was provided in Quick TAT

    We trained our team to accelerate the work rate to clear more files and coordinate with title companies in the most efficient manner. This was done to ensure a faster loan closing. Our partnership with the title companies was also aimed at dealing with complex loan applications that included loan defaulters and first-time loan applications. Our team was trained extensively and their readiness was thoroughly evaluated to be sure that they were faster and more reliable than new hires.

The Results

With a shorter TAT, the client's preparedness was better than before when they managed loan closing on their own. With our assistance, the client availed the following benefits -

  • Within a month the processing bottlenecks were non-existent
  • Loan post-closing was 3X speedier
  • The quality improved in manifolds with less legwork
  • The cost of operations was shrunk by 40 to 50%

Outsource Loan Closing Services to Outsource2india - Mortgage Services Expert

Outsource2india is an ISO 9001:2015 accredited company that is backed by 25 years of experience in an array of mortgage services. We have served clients from around the world with loan closing support that have brought immense benefits time and cost wise. Today, we have offshore delivery centers that cater busily to clients without lag or accuracy issues. We can provide loan services for commercial and residential markets and have already served several small, mid, and large mortgage lenders.

Contact us now and customize a pre-purchase review and underwriting plan that is value enriching.

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