One-page executive summary · Mortgage servicing

Mortgage Servicing Compliance

Compliance-exception triage for mortgage servicing teams: loan-file exceptions are flagged, prioritized and routed for human review.

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THE PROBLEM

QC exceptions are tracked in spreadsheets.

High-severity issues wait in the same line as minor ones.

QC reports are rebuilt by hand every cycle.

THE VALUE

Exceptions worked in order of severity

Nothing aging silently in the queue

A defensible QC record for every loan

What it does

  • Loan-file exception intake
  • Severity-ranked exception queue
  • Routing to the right reviewer
  • Unassessed items listed
  • Approved QC report with PDF
  • Audit trail and read-only Copilot
Best-fit clientsMortgage servicing compliance and QC managers, subservicers, credit unions with servicing portfolios
RolesAnalyst, Reviewer, Approver, Client
PricingPilot pricing on request
StatusPilot in build
GovernanceHuman review, versioning, audit trail

How a pilot runs

  1. Week 1 · Set up

    Accounts and roles created; synthetic or approved sample data loaded.

  2. Weeks 2–4 · Run

    Your team runs the daily flow on real-shaped work with TSM support.

  3. Week 5 · Decide

    Review results together and decide on a monthly service.

Flags exceptions for human review only; no RESPA, TILA or fair-lending determinations. No underwriting or credit decisions. Contact torreyw94@tsmatter.com.
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