Modern servicing. Real-time information. Flexible control.
LoanQuest brings loan boarding, customer inquiry, payment processing, escrow administration, investor management, accounting, statements, documents, reporting, borrower self-service, and configurable workflow into one cloud-native servicing environment.
Core loan servicing capabilities
Connected functionality for the financial and operational work of servicing.
Loan boarding
Rules-based imports, validation, history conversion, and exception review.
Customer inquiry
Balances, amounts due, history, amortization, property, documents, and comments.
Payment processing
Individual and batch activity, ACH, debit, lockbox, allocation, adjustments, and reconciliation.
Escrow administration
Taxes, insurance, bills, disbursements, analysis, forecasting, and exceptions.
Investor & portfolio
Portfolio structures, controls, and investor, insurer, agency, and internal reporting.
Statements & documents
Statements, escrow communications, tax forms, correspondence, storage, and retrieval.
The performing-loan servicing lifecycle
A connected path from boarding through ongoing oversight.
Board & validate
Import data and route exceptions.
Establish record
Maintain borrower, product, investor, and collateral data.
Process activity
Post, allocate, adjust, reverse, and reconcile.
Administer escrow
Track obligations, disburse, analyze, and communicate.
Communicate & serve
Statements, documents, portal, payoff, and notifications.
Report & oversee
Reports, exports, APIs, audit logs, and queues.
Borrower experience, operations, and data access
Three perspectives on the same connected servicing record.
Borrower experience
- Account and payment details
- Statements and documents
- Payment options
- Payoff requests
- Contact maintenance
- Mobile-responsive access
Operational visibility
- Loan overview
- Queues and exceptions
- Transaction history
- Escrow forecasting
- Audit logs
- Scheduled reports
Data access
- Standard report library
- Multiple export formats
- Open APIs
- Replicated reporting data
- Integration support
- Portfolio analytics
Workflow controls that support consistency
Configurable guardrails for ownership, timing, decisions, and completion.
Assignment
Department, role, user, attorney, or vendor
Timing
Due dates, sequencing, dependencies, and float-day logic
Decision points
Holds, recasts, approvals, denials, and exception handling
Completion
Close reasons, queue-removal rules, and completion evidence
Documentation
Comments, notices, documents, and historical activity
Oversight
Queue, dashboard, milestone, aging, and audit visibility
Distinct product experiences, connected by common services
Loan Servicing and Default Servicing share one foundation of information, workflow, and control.
Connected loan record
Borrower, property, product, investor, collateral, and financial information
Transactions & escrow
Payment history, allocation, adjustments, disbursements, and analysis
Documents & communications
Statements, notices, letters, images, comments, and correspondence
Workflow & roles
Queues, tasks, assignments, permissions, and decisions
Reporting & data
Standard reports, exports, APIs, replicated data, and audit history
Cloud platform
Browser access, dedicated client environment, test and reporting support
Value across the servicing lifecycle
A configurable foundation for operating consistency, borrower service, and portfolio oversight.
Simplify the environment
Consolidate core servicing and default operations around connected information.
Improve data quality
Use validation, controls, required information, and exception review.
Increase consistency
Apply repeatable workflows, role-based queues, and recorded decisions.
Strengthen borrower service
Give teams and borrowers timely access to account, payment, and document information.
Expand visibility
Use reports, transactions, queues, APIs, and audit history for oversight.
Support change
Configure products, portfolios, workflows, roles, and integrations in a common foundation.
Service every loan with greater visibility, control, and flexibility.