Mortgage Processing

Funding & Disbursement

Assivo’s team of lending experts can provide support during the mortgage funding and disbursement process. We’ll manage the reconciliation of funding transactions.

Cost-Effective

We offer the best value for money on the market. Our cost per outcome is generally the most competitive.

Agile

We move fast and have the ability to ramp up complex engagements with urgency and speed.

Quality & Accuracy

We pride ourselves on maintaining 99.95% accuracy levels as well as 100% uptime for our clients’ most mission critical processes.

Secure

We value and respect our clients’ data and intellectual property, and our operations are secure and monitored.

Assivo’s team of lending experts can provide support during the mortgage funding and disbursement process. We’ll manage the reconciliation of funding transactions. This involves carefully matching the disbursed funds against the expected amounts, verifying that each transaction aligns with the loan terms. 

Our team meticulously reviews the funding records, identifying and resolving any discrepancies to maintain financial accuracy. This step is critical in preventing errors that could lead to issues in the loan servicing phase.

Once the funds are disbursed, we update the loan status in your system to reflect the latest developments. This includes marking the loan as funded, recording the transaction details, and ensuring that all data is accurately entered into the loan management system. Our expert support helps maintain an accurate and current record, which is essential for both ongoing loan management and regulatory compliance.

90%+ Client Retention Rate

We have a 3-year client retention rate of over 90%. Additionally, over 87% of our clients expand their relationship with Assivo into multiple functional areas after successfully outsourcing their first process to us.

40–60% Average Operating Cost Savings

Our client companies achieve an average cost savings of 40–60% as compared to their in-house operating costs. We convert our clients’ fixed costs into variable costs. We also reduce their recruiting, training, and retention issues.

99.95% Accuracy & High Reliability

Our team has delivered 99.95% accuracy to our clients and continues to do so on an ongoing basis. Our operations are built to maximize accuracy, while maintaining industry-leading uptime. Our clients rely on Assivo to work on their most mission-critical processes.

Trusted by Leading Organizations for Our Reliability, Experience & Expertise

How to work with

assivo

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Define

Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.

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Test

Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.

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Launch

Go live with a fully trained team of outstanding Assivo staff. Your dedicated team will be overseen by a capable project manager to ensure your needs are met.

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Manage & Scale

Provide feedback & growth metrics, and we’ll manage your team’s productivity, work output quality, and size.