Low Cost & High Value


We offer the best value for money on the market. Our cost per outcome is generally the most competitive.

Enrich Data from Any Input Source


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.

Compliance & Security Focused


We value and respect our clients’ data and intellectual property, and our operations are secure and monitored.

Financial Services Outsourcing

Application Review

Initiating the mortgage process is overwhelming for most home buyers whether or not it is their first time through the experience. The application process can be burdensome to mortgage brokers with a number of required steps, piles of paperwork, and data coming in at various times from various systems.

Managing the application process can be just as challenging. With so many moving parts, collecting and confirming the content needed to initiate things on behalf of a buyer can be challenging. Time is lost to chasing down files, making copies, confirming details, and organizing materials in the right way for submissions.

The mortgage application process encompasses more than just buyer details and verification. Loan registrations and set up, initial and re-disclosures, and submission to underwriting systems all take time and coordination. Many of these tasks are time consuming and can drain internal resources needed for more complex responsibilities.

Assivo mortgage outsourcing specialists are trained to manage the entire application process and ensure that the right materials are collected from the right people at the right time.

Following compliance requirements and confirming that proper paperwork is on file requires attention to detail and efficiency to keep the home buying process moving forward. Assivo mortgage application specialists specifically understand the detailed requirements of the application process. Our confidential and efficient teams expedite this critical initial phase by collecting paperwork, confirmations, and copies for client review and processing.

The result?

Clients streamline the mortgage application process for home buyers with external support that delivers quick, accurate processing and leaves brokers with more time for what matters.

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 Leading Organizations for Our Reliability, Experience & Expertise

How to work with




Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.



Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.



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 and growth metrics, and we’ll manage your team’s productivity, work output quality, and size.