Professional Services

Providing you with solutions means more than just delivering technology. Wolters Kluwer Financial Services’ Professional Services team provides a full range of services to review your current operations and help you quickly reduce risk and maximize revenue opportunities.

Services

• Document Package Review—Customized loan products that differentiated you from the competition during boom years are now raising audit red flags. Our Professional Services team can quickly review your portfolio and provide industry best practice recommendations to ensure that your documents are compliant. This eliminates costly form-by-form compliance reviews and rapidly reduces risk exposure.



• New Loan Products—Revamping your product offerings to maintain and grow market share is a sound business practice. Our Professional Services team can rapidly set up your new loan products to ensure that they meet all federal, state, and secondary markets requirements.



• Niche Loan Products—Lenders need to have a broad portfolio of products to remain competitive. Using industry best practice methodologies, our Professional Services team can quickly set up both standardized and custom products such as:
  
  
  • Construction loans
  • Home Equity Line of Credit (HELOC)
  
  
• Integration Services—Document Services can provide integration services to ensure seamless and accurate transfer of loan data from your Loan Origination System (LOS). We support the top LOS systems as well as MISMO and XML standards, which can be customized to meet your specific business needs.

Outsourcing

Lenders are under pressure to quickly implement loan documentation. Unfortunately, manual, non-systemized processes simply were not designed for today’s business conditions. Given these constraints, along with limited resources and personnel, outsourcing some or all of the doc prep process has become an attractive alternative.

With Document Preparation, you can streamline processes, maximize resources, and reduce turnaround times. You can leverage our outsourcing services quickly to be up-and-running immediately without additional investment in staffing, resources, or technology.

Outsourcing also relieves you of the resource intensive administrative functions that make up the documentation process. Functions such as data entry, document generation, and delivery can be costly and time-consuming. Outsourcing gives you the ability to shift your focus to the more critical aspects of your business without losing control.