Mortgage Trailing Docs and OCR Automation
VisiTrak® Module
- Configurable Loan Aging
- Workflow based process to follow-up on Documents
- County Recording Information
- Configurable document templates for correspondence
- Transmittals and Assignment generation
- Integration with Document Management System
- Trailing Docs Review (Audit for deficiencies)
- Deficiencies Report
- Interfaces with servicing system to drop paid off loans
- Complete Audit Trail
VisiTrak® - Technical Architecture
Platform
Microsoft .Net Application Server
Web-based front-end
Microsoft SQL Server 2000 Database
XML based configuration input
Workflow Engine
Built-in Workflow engine
Configurable tasks templates and user assignments
Audit trails and Performance Reporting
Rules Engine
Built-in optimized rules engine
Data Adaptors
Standard data exchange formats DU/LP, MISMO, XML, Servicing System
Third-party Service Adaptors
All major imaging systems
VisiTrak® Workflow Engine
Designed and optimized for mortgage trailing docs
Automated follow up reminders
Assignment to user exception queues
Assignment to corrective action queues
Vendor SLA management
The engine provides Dashboards to:
Management for productivity analysis
Supervisors for error statistics, analysis and
audit history
Push button task/work transfer among team members
and vendors
VisiTrak® - OCR
- Minimizes data entry requirements
- Automates document validation
- Leading Industry OCR Toolkit integration
- VisiLoanReview Configurable Document Templates
- Exception processing based on ‘read’ scores
VisiTrak® Benefits
- 100% visibility of trailing doc operations
- Manage in/outsourced doc tracking from one portal
- Information portal for the organization
- Painless Growth – Workflow based processing
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