Post-Closing Support
Post-close is a vital part of the mortgage process, ensuring that all loan details are accurately recorded and managed after the transaction is finalized.
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.
Post-close is a vital part of the mortgage process, ensuring that all loan details are accurately recorded and managed after the transaction is finalized. Assivo efficiently handles these back-office tasks, allowing you to maintain smooth operations without getting bogged down in administrative details.
We’ll complete the data entry of loan servicing information, including payment schedules, escrow balances, and other critical details. Our team ensures that all loan data is accurately entered into your system, reflecting the terms agreed upon during closing. This precise data entry is crucial for maintaining accurate loan records and ensuring that payment and escrow details are managed correctly throughout the life of the loan.
Our team can also manage post-closing documentation, such as recordings and lien releases. This involves handling and organizing all necessary documents to ensure they are properly recorded with the relevant authorities. We oversee the preparation and submission of lien releases, ensuring that they are completed in a timely manner, which helps to avoid any potential legal complications down the road.
Assivo’s post-close support helps you maintain comprehensive and accurate records, ensuring that all aspects of the loan are properly documented and managed.
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
Define
Share your unique challenges and work requirements, and we’ll create a custom proposal just for you.
Test
Start with a pilot program to see your workflow in action, and we’ll discuss your feedback along the way.
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.
Manage & Scale
Provide feedback & growth metrics, and we’ll manage your team’s productivity, work output quality, and size.