Mortgage Services

As one of the world’s largest accountancy networks, Captivance Global helps a diverse range of clients with a diverse range of needs.

Loan Origination Support

As a team, Captivance associates have hands-on experience with LOS like Encompass, Calyx (Point), and are familiar with top lender portals. The team at our company helps Mortgage Lenders and Brokers close more loans faster.

PRE-QUALIFICATION / PRE-APPROVAL

In addition, our processors will review Borrower’s financial ability to repay loan & loan programs proposed by the lender. In behalf of the lender, we send the preapproval letter to the borrower.

DISCLOSURE DESK

All state and federal mortgage disclosures are included with our Initial Loan Estimate, along with verified LOS Data. We efficiently send disclosures out within 3 business days of the loan application date.

LOAN SETUP

Our team begins the loan setup process as soon as we receive the borrower’s intent to proceed. This includes uploading all loan documents to Calyx/Encompass or any other LOS that you use. Make a list of what needs to be ordered and e-mail it to the loan officer.

Our Other Mortgage Services

DOCUMENT INDEXING-CLASSIFICATION & LABELING

As part of its document indexing and labeling process, Captivance Indexing team follows the standards which assist other departments in searching and retrieving indexed documents. Document management portals are automatically updated with indexed documents once they have been uploaded. In the event of any need list, notes will be added to the system so that your team can follow up with borrowers.

 
MORTGAGE APPRAISAL REVIEW

We at Captivance’s expert mortgage appraisal team review the appraisal for any discrepancies that can cause hindrances in the underwriting process.

  • Review the Sales Comparable sheet provided by the Appraiser.
  • Review the Appraisal Ratings .
  • Review the Appraisal Invoices.
  • Need for re-appraisal inspections.
  • Review all other addendum supporting the appraisal.
  • Review the SSR (Submission Summary Report) using UCDP portal.
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