Trade management: Seamlessly manage every aspect of your batch loan trades, including fees, loan criteria, and commitment authorities… all from a single location
Conditions and document management: Easily add loan conditions for each of your purchase transactions, and receive automated notifications when your sellers upload required documents
Contact management: Manage and communicate with all your customer contacts from a single location
Lock desk management: Seamlessly manage your lock desk policies, hours of operation, and overnight protection policies, and notify sellers when your policies change
Configurable workflows: Build customized loan acquisition workflows for your users and external customers so you can manage your business your way
Management by exception: Filter loans across your entire pipeline against hundreds of variables, so you can focus on the highest priority items
Workflow automation: Save time and eliminate errors with user persona restrictions and automated data validation rules, alerts, customer communication, and more
Resources
"To me, this feature is a no-brainer. I don’t understand why any mortgage company or investor wouldn’t want it. It’s an easier, more secure way to accurately transfer data— and it works."
Eric McCallVP, First Home Mortgage
ICE Mortgage Technology Platform