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## i-Leverage
## Meet your customers where they are ​
## Deliver a seamless omnichannel customer experience
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Services / Platform /  **I Leverage**
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## Intelligent customer service
As a mortgage servicer enabling your customers to seamlessly navigate channels and engage with your brand is key to differentiation.
i-Leverage, our proprietary tool, comprises a CRM Platform and a Digital Self-Service portal. The CRM platform combines multiple Digital channels such as Voice, Email, Web Chat, Text, Self-Service, Conversational AI Bots, and Case Management with an Intelligent Unified Desktop for Agents. With Artificial Intelligence (AI) and Machine Learning (ML) at its core, it provides predictive and analytical capabilities for intelligent customer servicing and customer engagement across channels.
Using our Digital Self-Service Portal, your customers can manage their accounts, make payments and raise disputes/concerns, ensuring complete control and convenience. The mobile-first portal uses Natural Language Processing (NLP), knowledge management and intelligent chatbots, to deliver a contextual experience based on customer history and case information.
## Outcomes delivered
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## Increased revenue and growth with more touch points across the target market
## Improved operational management and efficiency
## Deep, contextual interactions ​
## Stay Ahead with Sourcepoint
### 1 Mn+
Mortgage loan underwriting reviews made per year
### 10 Mn+
Borrower contacts per year
### 7 of Top 15
US mortgage lenders serviced
## Explore insights
# Blending digital with the human touch for servicing success: Unlocking the ‘HOW’
# RPA helps leading US mortgage provider stay ahead by improving associate productivity
# How robust is your mortgage post-closing process
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## We’d love to hear about your current business needs and where you’re headed.
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#### Services
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#### About Us
This website is not intended for New York consumers.  Our clients are businesses only and we do not solicit to consumers. We provide services as a service provider for banks, credit unions, and mortgage companies. This site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for  properties located in the State of New York can be facilitated through this site. Loans are arranged through 3rd party lenders. Registered Mortgage Broker-New York State Department of Financial Services.
**Notice for NV Residents: (1) Collection Agency License Number FCA10763;  Compliance Manager Certificate Numbers CM12767.**
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## Digitally Empowered Contact Center
## Digital-first contact center solutions for mortgage companies
Personalize consumer engagement across the mortgage lifecycle
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Digital Operations /  **Digitally Empowered Contact Center**
## Modern home buyers expect seamless digital services but they also want the human touch. Our Digitally Empowered Contact Center solution (DECC) combines the best of what humans and technology have to offer to deliver the moments that matter - across the mortgage lifecycle.
Despite consumer expectations for digital services, the mortgage loan process is still highly paper based. Lenders and servicers must track documents across the lifecycle, identify and gather missing data, and ensure that all stakeholders receive the right information at the right time. Our Digitally Empowered Contact Center solution enables mortgage companies and consumers to benefit from a high-tech process that accelerates efficiencies as well as the human-touch, building transparency and trust. How do we do this? Our approach is based on four foundational pillars of customer experience: creating anywhere, anytime access to a flexible workforce; enabling channel freedom for borrowers; harmonizing humans and technology; and leveraging real time dashboards and insights.
Elevate the borrower experience
Home buying is one of the biggest decisions people make in their lifetime. Unsurprisingly, today’s home buyers crave digital self-service across the mortgage loan process in combination with a human touch. Our contact center solutions help you deliver frictionless support geared to individual financial needs, meeting customers where they are. It digitizes processes and paperwork for enhanced agility and efficiency, and supplements it with empathetic human interaction across the mortgage lifecycle.
## See DECC in action
Smart mortgage experiences powered by AI
Intelligent Everything
People & Technology
AcquisitionServicingRetention
From attracting potential customers to helping them complete the mortgage loan process, DECC makes it simple, seamless, and engaging by leveraging our digital and human expertise.Reduce consumer effort and optimize support by meeting customers on a channel of their choice – voice, email, text, social media, and chat – and at a time of their convenience.
Deliver delightful experiences across the mortgage lifecycle by proactively identifying needs and resolving issues. Our proprietary customer analytics solution  rich insights into customer preferences and behaviors for superior retention.
When bots pick up mundane, repetitive tasks such as fetching borrower information from multiple systems, human conversations become more efficient and meaningful. A whopping third of all borrower requests can be handled by chatbots, enabling you to offer 24/7 customer support and freeing up your associates to handle complex conversations.
DECC leverages CoBots, unattended digital employees that use Robotic Process Automation (RPA), to increase process efficiency across widely used mortgage applications. It also creates a Unified Omnichannel Desktop and displays Next Best Actions to inform associates, helping them tailor the mortgage experience and build long-term relationships.
MLO – Appraisal Helper
Extract and classify information from appraisal documents received from AMC’s during origination – for both VA and FHA loans.
Efficiency
Complexity
OCR & Robotic Process Automation
MLO - Originator Assistant
Extract information from standard and non-standard documents during origination – for both VA & FHA loans.
Robotic Process Automation
GSE Loan Scrubber
Scrub loan documents during pre-screening – for both VA and FHA loans.
## Make the most of our mortgage CoBots
Sourcepoint CoBots are pre-built automation solutions that are customizable and specifically designed to enhance the agility and efficiency of mortgage business processes. Most importantly, they can be securely integrated with your current technologies and platforms to maximize value. Let our army of CoBots automate mundane, repetitive tasks, saving you time and money and allowing your associates to focus on your customers.
## From outsourcing to innovation: partnering to revolutionize mortgage servicing
HFS Point of View
# Sourcepoint remotely deploys, integrates and scales customer intelligence solution for a top-5 US mortgage company
# firstCustomer Intelligence (FCI) boosts borrower experience and improves sales conversion for top 10 lender
# Omnichannel engagement: the key to better mortgage customer experiences
## Stay ahead with Sourcepoint
## 1 Mn+
## 10 Mn+
## 7 of Top 15
## Intelligent Backoffice
## Orchestrate technology-driven operations for greater value
## Digital-first Mortgage Back Office solutions increase to increase agility and resilience
Digital Operations / **Intelligent BackOffice**
## Seamlessly connect your front and back-office
Sourcepoint’s Intelligent Back-Office solutions work quietly and efficiently behind-the-scenes, seamlessly powering your mortgage operations. Reengineer and simplify processes and combine intelligent workflows with CoBots – so your people can do more. Our scalable, data-driven operations reduce costs and accelerate cycle time, driving greater predictability and customer-centricity.
## Intelligent Back Office Solutions for Mortgage Unlock the power of digital
#### Origination
Empowering your customers with a frictionless and differentiated customer experience across the mortgage application process is crucial to building and sustaining long-term relationships.
Our digitally enabled Origination Services, backed by the human touch, accelerate cycle time and drive efficiencies, boosting customer satisfaction, acquisition and retention.
#### Servicing
Rising consumer adoption of digital, tightening regulations and intensifying competition are forcing mortgage companies to build resilient, technology-enabled servicing capabilities.
Our Mortgage Back Office solutions support the end-to-end servicing process, seamlessly handling volume surges and driving unparalleled efficiencies. Our digital-first services combine a data-driven, omnichannel approach with the human touch, delivering tailored experiences.
#### Due Diligence
As regulatory mandates continue to evolve, working with at-risk borrowers while ensuring compliance is more important than ever. Our best practices-based risk and compliance management services automate monitoring, compliance and reporting – ensuring total peace of mind.
# Leading online real estate auction company reduces costs by $14M
# 7 steps to modernize operations to win in Mortgage