Seamless Automation: Originate, Document and Service

Origination Features

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Standard industry documents for 51 jurisdictions that are monitored and kept compliant with federal and state rules and regulations as well as investor requirements

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Early Disclosure documents that are compliant with current loans [e.g. TILA-RESPA Loan Estimate, GFE, Homeownership Counseling Notice, etc.] 

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Controlled product templates with pre-configured policies and documents workflow interfaces for upfront services [e.g. Credit Bureau, ATR/QM, HOEPA/HPML]

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Automated business rules and calculations performed by the system

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Closing documents that are compliant with current loans [e.g. HUD Settlement Statements, Closing Disclosures] 

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Business-to-business workflow interfaces to closing service providers [e.g. Flood Determinations] and exports to enable downstream workflows

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Assumption documents and workflow capabilities that can be extended to Home Equity Closed-end Loans

Taking Productivity to a New Level: Business Process Management
  • An assumption business process that’s controlled from within a single system
  • The ability to manage timing requirements around tasks by all parties involved in the transaction
  • The ability to manage the sending and receiving of electronic versions of documents (PDFs)
  • Configurable workflows and tasks that assist with process management and user work queue visibility
  • Efficient collaboration between all parties involved in the assumption including initial Application from Borrower

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Assumption lending
Streamline and Simplify the Assumption Lending Process
Wolters Kluwer’s Assumption Lending solution can simplify and streamline the Assumption Lending process through our server-hosted SaaS platform.