mortgageflex system solutions

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Page 1: MortgageFlex System Solutions
Page 2: MortgageFlex System Solutions

our Products and Serviceswhat we offer

LoanQuest supports all lending channels – Retail,

Wholesale, Consumer, Correspondent – in a

single database.

Consumer and B2B portals provide remote

LOS access anytime, anyplace.

MortgageFlex Hosting Service provides a safe, secure - SSAE16/SOC2

certified – environment.

Experienced staff provides Project

Management, Setup Support, and Training.

LOAN ORIGINATION SYSTEM WEB PORTALS CLOUD HOSTING SUPPORT SERVICES

Page 3: MortgageFlex System Solutions

Secure, 24/7 Access

Check Options based on Qualifications

Shop Products & Prices

Search for a Loan Officer

Check Application Status

showcase WebConsumerconsumer direct portal

Page 4: MortgageFlex System Solutions

Supports Wholesale & Correspondent

Real Time Interaction with the LOS

Broker Compensation Tools

Full Use of the Product & Pricing Tool

Lock, Submit, & Update Loans

Submit Images for Conditions

See LOS Documents

showcase TPO Portalbusiness to business portal

Page 5: MortgageFlex System Solutions

Enterprise level mortgage lending system

showcase LoanQuestloan origination system

30 years of best practices

Page 6: MortgageFlex System Solutions

Comprehensive Lending Functionality

Integrated Compliance

Advanced Image Management

Embedded Product & Pricing

Easy to Use Workflow

Extensive Tailoring Tools

showcase LoanQuestloan origination system

Page 7: MortgageFlex System Solutions

loanquest Solutions

wholesalecorrespondent

retailconsumer

one system one database

all channels

Page 8: MortgageFlex System Solutions

loanquest Solutions

processing3RD Party Service Ordering

underwritingIntegrated Image eFolder

salesLead Management

closing

Conditions Validation & Doc Ordering

shipping

ULDD Formatted Extracts

funding

Investor Stacking Order

Page 9: MortgageFlex System Solutions

loanquest Loan Origination Systemwhat it does

Rules-based compliance monitoring prevents

improper disclosures & loan movement

Embedded PPE , adjustments and

eligibility rules

Comprehensive image management – organized

content eFolder

COMPLIANCE SUPPORT WORKFLOW PRODUCT & PRICING IMAGE MANAGEMENT

Lender driven workflow automation tools

Page 10: MortgageFlex System Solutions

Rules based compliance support for all federal regulatory and GSE requirements.

Continuous Monitoring occurs throughout the origination process.

Document vendors validate and recheck calculations and provide eDelivery and eSigning services

Active partnership with Lenders Compliance Group

compliance how we do it

Page 11: MortgageFlex System Solutions

Role and or team-based queues are standard functions. Tasks can be employee based or group (role) based and loans can be prioritized.

Using workflow with business rules improves compliance and loan quality without adding extra personnel. Time monitoring for task completion with elevation to manager’s queue.

workflowhow it works

Page 12: MortgageFlex System Solutions

Microsoft Workflow Foundation

Team and/or Role Based Queues

Graphical Workflow Tools

Time Monitoring Tasks

Automation of Status Changes

Auto eMail & Interface Tools

Full Reporting Tools

workflow

Page 13: MortgageFlex System Solutions

An embedded Product and Pricing Engine that allows hard and soft exclusion rules so lenders can clearly define when to eliminate a product vs. when to apply an adjustment or send the loan to an exception process.

Real time locking and adjustments that supports all product types with LLPAs and eligibility rules

product & pricingwhat it is

Page 14: MortgageFlex System Solutions

An integrated eFolder that fully supports a paperless process

Able to satisfy open conditions with images

image managementwhat it does

Page 15: MortgageFlex System Solutions

Image Based Paperless Processing

Version Control & Indexing

Drag & Drop

Conditions Clearing

Rotate Order or View

Electronic Investor Delivery

User Level Security

imaging management

Page 16: MortgageFlex System Solutions

reporting

adhoc reports via Crystalcustom Crystal reports

point and click dashboard

all DB fields available

one database all reports

Page 17: MortgageFlex System Solutions

100% Fields Available

Data Dictionary

Adhoc Reporting Tools

Real Time Replication

Research Tools

Colored Alerts

Interactive User Dashboards

reporting

Page 18: MortgageFlex System Solutions

MortgageFlex gives you the ability to produce high quality loans with superior compliance, for a lower cost than the competition.

30+ years of experience

Leading-edge technology

Strong compliance support

SSAE16- SOC2 certified hosting

what’s the differenceMortgageFlex Advantage

Page 19: MortgageFlex System Solutions

FACEBOOKfacebook.com/MortgageFlexSystems

TWITTERtwitter.com/MortgageFlexUS

PINTERESTpinterest.com/MortgageFlex Systems

LINKEDINlinkedin.com/company/mortgageflex-systems

follow Ussocial links