Sourcepoint Mortgage Solutions

Our Expertise

Streamline origination with generative AI, boosting efficiency in validation, credit analysis, workflow automation, and decision-making. Our solution uses pre-populated, configurable underwriting rules, iteratively evaluates data with automated decisions, and assigns risk and ratings. Backed by full lifecycle management and efficient models, we ensure seamless performance.

Credit Review

Income Review

Asset Review

Collateral Review

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We enhance post-close workflows by digitizing documents and reducing delays, ensuring a seamless transition from closing to servicing. By leveraging advanced technologies like RPA (Robotic Process Automation) and AI-driven document management systems, we streamline the entire process, boosting operational efficiency and accuracy.

Collateral Management

Trailing Docs

Pre Purchase Review

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Transform your audit experience with our proprietary platform and get started in just 48 hours. Cut costs by 30% and streamline processes with AI-powered automation, tailored checklists, and real-time insights. Achieve compliance effortlessly while reducing risk. With LES, your audits are easier, faster, and smarter.

Servicing Reviews

Data Integrity

Secondary Market Loan Reviews

Customisable and Forensic Reviews

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Revolutionize customer interactions and back-office servicing operations. Automate work and improve decision-making with co-pilots supported by generative AI to increase CX, operational efficiency, and effectiveness—from call center to back-office servicing operations.

Conversational IVR

QA-QC Automation

Agent Assist

Cognitive Search

Digital Loan Boarding

Loss Mitigation

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Navigate the Mortgage Surge with Rapid, Scalable Solutions

Our composable operations, digital workforce, and global capabilities help you adapt faster than ever, enabling mortgage experts to streamline processes and drive efficiency with minimal complexity.

Composable Operations

Adapt swiftly to market fluctuations with modular, flexible processes. Simplify, standardize, and decouple traditional mortgage processes to create new ways of working that drive execution excellence and continuous improvement. Our tools, methods, and expertise help you strike the perfect balance between capacity management, volume, and service quality, unlocking 25-30% faster turn times and 33-43% higher productivity.

Global Operating Model

Thrive in an accelerated environment with our SAFE Act-compliant global capabilities. Our domain specialists bring deep IT, business, and process skills across custom systems and industry-leading platforms. With over 25 years of leadership in lending and servicing operations, our global capabilities deliver 35-40% cost savings and uncompromised quality.

Digital Workforce

Boost productivity with AI agents that handle laborious, routine tasks, take action, and enhance decision-making. We build custom co-pilots (LLMs) and Generative AI tools to automate or augment mortgage processes from customer service and fulfillment to post-close and servicing. Our AI-driven solutions lower operating costs, enhance customer interactions, and increase productivity by 25-30%.

Our Solutions, Part of the Offering

Reimagining mortgage experiences for today's customers

Putting human empathy at the forefront, we transform mortgage journeys with technology and ingenuity, ensuring that every interaction counts toward delivering world-class customer experiences.

Conversational IVR

Enable AI-driven, self-service call handling to streamline customer interactions.

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QA Automation

Enable AI-driven, self-service call handling to streamline customer interactions.

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Agent Assist

Enable AI-driven, self-service call handling to streamline customer interactions.

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Cognitive Search

AI-enabled search engine that delivers relevant information quickly.

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Language Translation AI

Enable AI-driven, self-service call handling to streamline customer interactions.

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Voice Biometrics

Enable AI-driven, self-service call handling to streamline customer interactions.

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After-Call Work (ACW) Automation

Enable AI-driven, self-service call handling to streamline customer interactions.

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Building agile mortgage operations for a seamless digital experience

Leverage our industry-leading platforms and cutting-edge AI-driven solutions for origination, secondary, and servicing. Optimize your mortgage operations with our comprehensive tools.

Quality Control Copilot

Double QC resource productivity with AI-driven automation of audit checkpoints. Ensure compliance, mitigate risk, and enhance loan quality.

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Underwriter Assist

Empower underwriters to make loan decisions with reduced errors and increased operational efficiency.

Experience demo

Cognitive SOP Navigator

Streamline operations with automated access to SOPs, ensuring consistency and accuracy while enhancing compliance and efficiency across all workflows.

Experience demo

Mortgage LLM: The Future of AI-Powered Mortgage Business

Introducing Mortgage LLM, a cutting-edge, domain-specific Large Language Model tailored for the mortgage industry. As part of the relAI suite from Firstsource, this innovative solution streamlines the entire loan application and fulfillment journey, providing results that are faster, smarter, and more accurate.

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Redefining the Speed of Homebuying with the Power of Mortgage LLM

Experience rapid pre-qualification in minutes, not days, with our Virtual Loan Officer. Benefit from conditional loan amounts and intelligent underwriting, all driven by advanced mortgage LLM for a streamlined homebuying process.

Proven Leadership

Firstsource has been recognized by Everest Group as a Global Leader in Lending Services Operations PEAK Matrix® Assessment 2024. As a top-tier provider in the lending services sector, Firstsource excels in delivering comprehensive solutions across consumer, commercial, mortgage, and auto lending processes.

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Firstsource collaborates with Microsoft to drive digital transformation offerings

Firstsource launches Firstsource relAI to drive digital transformation for clients

Sourcepoint Named a "Leader" in NelsonHall NEAT Mortgage and Loan Services 2022 Report's Overall Market Segment

Driving Mortgage Results: We Make It Happen

4

Countries

10

Licensed Entities

53

States & Territories

4 +

clients

4 M+

loan documents handled annually

5 M+

loan transactions handled annually

4 +

mortgage dedicated professionals

Why Us

For over 25 years, Sourcepoint, a Firstsource company, has been a trusted leader in residential mortgage services, committed to transforming lending and servicing operations. We harness cutting-edge technology, data, and our deep expertise to collaborate with industry leaders, driving growth, optimizing costs, and delivering solutions that meet the current demands of the market while making it happen for the future.

Efficiency

Intelligent composable operations to drive effective pipeline surveillance and rules-based workflow automation. Gen AI enabled operations like document synthesis + underwriting co-pilots to unlock new levels of performance.

Security

Fully licensed global footprint across origination & servicing provides a robust and resilient operational network that goes beyond typical outsourcing limitations.

Trust

Stewards of the mortgage industry built on 25 years of proven success. With 400+ clients relying on us.

Trust

Stewards of the mortgage industry built on 25 years of proven success. With 400+ clients relying on us.

Security

Fully licensed global footprint across origination & servicing provides a robust and resilient operational network that goes beyond typical outsourcing limitations.

Efficiency

Intelligent composable operations to drive effective pipeline surveillance and rules-based workflow automation. Gen AI enabled operations like document synthesis + underwriting co-pilots to unlock new levels of performance.