Order automation and monitoring made easy
Order Out Automation
- Orders sent without any human intervention
Client Roadblocks and Concerns
Lender was inundated with emails to and from their Order Out vendors.
The number of people-hours to administer Order Outs not only grew with loan volume, it got harder because of the potential for lost communications.
- Custom Order Out Dashboard to see volume and throughput all in one place.
- Fully automated ordering based on LOS data; When loans are “pending”, system proactively indicates what data is missing to trigger order.
- Hooked into existing LOS pipeline to ensure users could only access loans they are already authorized to access.
- Email management backbone, using Lender’s email platform, to eliminate the need for users to ever open a shared Inbox.
- Key indicators and alerts to drive users to be able to know where to focus their time.
- “Snooze” to eliminate distractions.