Mortgage Intelligence

Solutions · Correspondent and aggregators

Risk on loans you did not originate, in a short window.

Mortgage Intelligence for correspondent and aggregators: what is materially different about the operating problem, where the platform helps, which applications apply, and what can be evaluated today.


Their operating problem

What is genuinely different about this segment

An aggregator carries risk on loans it did not originate, in the interval between purchase from the seller and sale downstream. The seller's representations are the protection, and they are only as good as the seller's balance sheet. What matters is finding the defect before purchase, or at least before the loan is pooled, and being able to show the seller exactly what was found.


Where Mortgage Intelligence helps

Which shared capabilities matter most here

  • Pre-purchase review of the complete file rather than a data tape and a sample, with cross-document checks against the seller's own documents.
  • Findings that name the document, the page, the rule and its version, which is the form a seller repurchase conversation needs.
  • Data-to-document reconciliation, so the loan the seller described and the loan the file contains are compared explicitly. Consuming ULDD as the structured companion to the documents is on the roadmap, not available today.

Relevant applications

Which applications apply, with their actual status

Statuses are set by product, not by marketing. What each status means.


What can be evaluated today

Stated explicitly

Whole-file quality control on purchased loans, on controlled historical files whose outcomes you know, including files that were cleared and should not have been. Correspondent-specific workflows and delivery data interfaces are planned.