Intelligent document handling and management.
LOAN DOCUMENT ORGANIZER
Our basic offering is to organize your documents. By using a hybrid of digital and automated solutions - supported by a team of quality analysts, SafeboxIQ output are expected to be:
100% of documents coming from blobs or unorganized files are split and unitized into their correct resulting documents
100% of documents are named and categorized; normalized naming and labeling is based on industry standards with accuracy of 99.95%
Using the software platform, you can sort your documents to configurable folders, or map them to your eFolders if there is integration with your LOS or POS
SafeboxIQ ensures secure cloud storage with 99% up-time commitment and data encrypted at rest
Customizable messages to your clients with secure upload links with with the convenience of drag and drop functionality
Users receive notifications once documents are uploaded and processed
When reporting operates like an assembly line, moving mortgage data in a serial fashion, it is difficult for the organization to see a comprehensive view of the trends and gaps.
We offer select mortgage partners alternatives that can offer tangible benefits by combining digital and automated solutions, enhanced with BPO subject-matter experts. Our managed services solution can accelerate smart automation, where loan teams save time, effort, and costs by eliminating certain tasks (manually flipping back and forth between the documents and the Loan Origination System).
We collaborate with you to deliver the most direct path to scalability to manage demand shifts, cost management, and overall cycle time improvement that reduces time-to-close and improve customer service.
Here are just examples of where we would be able to help you with:
Third Party Ordering (Appraisals, VOE, Title, others)
Processor Assistance / Setup for Submission
Borrower Lead Generation
Specific Processes that your branch / team needs handled
SOFTWARE PLATFORM FEATURES
SafeboxIQ as a software platform is made specifically for mortgage professionals.
Best for doing pre-qualification
Data from documents are extracted and consumed using automation and proprietary tools
Computes income sources once documents are processed
Supports most wage-earner, self-employed, and passive income scenarios
Results are displayed based on industry standard analysis spreadsheets
Choose income sources and computation from the results
COLLABORATIVE VIRTUAL WORKSPACE
Work together with team members through the Conversation Log
Make notes visible on the document with Sticky Notes
View and comment on documents for your team without downloading
See a files audit trail through the Timeline
Enables you to send your borrower a "Needs list"
Find out the "gaps" upon receiving documents
Send upload link to borrower through Guest Access Management via email specifying “gaps” detected for loan
Configurable document checklists for different loan products and requirements
VIRTUAL SANDBOX FOR SUBMISSIONS
Assemble submissions as easy as clicks and drags
Use customized templates for instant assemble - make a package in seconds
Save as one PDF or a sorted ZIP file - depending on your submission needs
An option for seamless to your LOS via systems integration
Pipeline reports for users
Timestamps on milestones and time spent per stage
Feature to email other users for inquiries on performance metrics
Manager and team views for group performance monitoring