Application Intake & Review
Efficient application intake and initial review are critical steps in the mortgage processing workflow.
Cost-Effective
We offer the best value for money on the market. Our cost per outcome is generally the most competitive.
Agile
We move fast and have the ability to ramp up complex engagements with urgency and speed.
Quality & Accuracy
We pride ourselves on maintaining 99.95% accuracy levels as well as 100% uptime for our clients’ most mission critical processes.
Secure
We value and respect our clients’ data and intellectual property, and our operations are secure and monitored.
Efficient application intake and initial review are critical steps in the mortgage processing workflow. Our service starts with the systematic collection of mortgage applications from prospective borrowers, ensuring that all required fields and supporting information are included. We streamline this process by utilizing digital platforms for submission, making it easier for borrowers to provide their information and for us to manage incoming applications efficiently.
Once the applications are collected, we conduct a thorough initial review to verify that they meet the preliminary criteria for processing. This involves checking for completeness, ensuring all necessary sections are filled out, and confirming that the application conforms to standard requirements. Any missing or incomplete information is flagged for follow-up, allowing us to address issues promptly and avoid delays in the processing timeline.
Our outsourced support helps lenders quickly move to the next stages of mortgage processing. This approach not only speeds up the overall process but also ensures that only complete and compliant applications proceed further, laying a solid foundation for the subsequent steps in the mortgage approval journey.
90%+ Client Retention Rate
We have a 3-year client retention rate of over 90%. Additionally, over 87% of our clients expand their relationship with Assivo into multiple functional areas after successfully outsourcing their first process to us.
40–60% Average Operating Cost Savings
Our client companies achieve an average cost savings of 40–60% as compared to their in-house operating costs. We convert our clients’ fixed costs into variable costs. We also reduce their recruiting, training, and retention issues.
99.95% Accuracy & High Reliability
Our team has delivered 99.95% accuracy to our clients and continues to do so on an ongoing basis. Our operations are built to maximize accuracy, while maintaining industry-leading uptime. Our clients rely on Assivo to work on their most mission-critical processes.
Trusted by 200+ Leading Organizations for Our Reliability, Experience & Expertise
How to work with
Define
Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.
Test
Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.
Launch
Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.
Manage & Scale
Provide feedback & growth metrics, and we’ll manage your team’s productivity, work output quality, and size.