Getting Started

Seamless, repeatable, four step process, helps you get up and running more quickly, and allows us to help you grow further once you become a partner.

Getting started is easy. Just place your mouse over each of the captions to the left to find out more information.

Step1 We help you understand the possibilities First we interview you to learn about your needs Then we share our broad set of possible solutions You meet our team and visit our operations center We will provide you with referrals from our clients You make the decision to move ahead Step2 Through a comprehensive assessment we will learn your needs and propose the best solution for you We will assess your current product mix Review your current operation Evaluate your current technology Analyze your servicing portfolio Appraise your current pipeline Review your current investor strategy Step3 We assign our Subject Matter Experts to your scenario Comprehensive review of the assessment with you Proposed solutions to maximize efficiency A multi-phased project plan is provided to sync with your resources A project team is dedicated Step4 We dedicate a project team to make your transition seamless Technology Team Operations Team Servicing Team Training Team Transition Team to coordinate conversion Final comprehensive implementation check list to assure a seamless transition