Consulting Services

Mortgage companies rely on ProClose's consulting services to help them develop business processes and systems for efficiently developing customized loan programs and compliant loan documents.

MBS ProClose is great mortgage technology because we really understand closers and lenders. Providing service to our clients consists on more than keeping up with compliance laws and mortgage technology; meeting the unique challenges that lenders face every day is where the rubber meets the road. That's what brings out our creativity and passion. We take our queues from our Clients. If you have a business challenge, we want to hear about it and help you solve it.

We believe that software should accommodate the needs of the business, not the other way around. We use our Industry connections, our almost century of experience in mortgage document preparation software and our highly flexible product development to give you EXACTLY what you need. Developing custom tailored mortgage software solutions is our favorite part, and we aim to knock your socks off!

If you have custom products, we can develop custom solutions to increase your efficiency and profitability. We can meet your unique requirements, parameters, Notes, Riders and business rules. Let the ProClose Consulting Team minimize your risk and increase your success. To learn more, Contact Us Today

Here are some of the challenges our mortgage software consulting specialists have solved:

Lender wanted to export the loan data to the Warehouse lender in a required format. They were manually entering the information on an Excel spreadsheet.

ProClose Solutions

Since the data was already available in the ProClose Loan, we showed them how they could save time and money and improve accuracy.

Lender's Compliance Department wanted a special and unique export of the loan data for Countrywide.

ProClose Solutions

The ProClose Consulting Team developed a custom solution and the client and investor where thrilled.

The back office was spending 15 hours a month preparing custom Goodbye letters when loans were sold. More than 50% of their clients were Hispanic, so they called with questions, taking up more precious manpower and unnecessarily creating anxiety for the Borrower. Lender wanted to create customized Goodbye Letters with their own logo.

ProClose Solutions

The ProClose Consulting Team created a custom letter template for mass creation using data already collected in ProClose, with just a click, basically! We even showed them how the software could create envelopes and save them more time! (See Sample)

Their workload was greatly diminished, but they took it one step further:We gave them the option to select an English or Spanish version. Es muy efficionado! (See Sample)

Lender was challenged to produce 2005-6 loan data for a very important compliance audit. Reports are easy, but the issue was that the data requirements have changed over the years with the adoption of new data standards and governing rules. Today's audits aren't like they used to be, either. The analysis is far more detailed and covers far more regulation than ever before.

ProClose Solutions

Through careful needs assessment and technological expertise, MBS ProClose delivered an extensive report to the delight of the requesting Compliance officer. The report included 139 data elements for each of tens of thousands of loans. Yes that's a lot of data, but our ProClose Consulting Team made sure that it was accurate and easy to use and made the compliance audit a non event. If the Lender had needed to gather the information manually, they'd probably still be at it.

Lender wanted a full library of state specific security instruments, notes and riders to reflect their proprietary loan products. Each of these documents required placement of a logo and a data glyph (like a bar code), along with the programming that would select specific document, when the new program was selected.

ProClose Solutions

The ProClose Consulting Team developed a comprehensive and intelligent library consisting of more than 400 documents which are currently maintained for any state specific changes governing recordable documents and fee handling.

Lender wanted a way to use Origination and Closing data for sales and marketing functions.

ProClose Solutions

The ProClose Consulting Team developed an automated post-closing survey and created special market segmentation analysis reports. We're currently investigating a very interesting hook into CRMs... stay tuned.

Business challenge: disparate data in LOS vs Doc Prep. Lender wanted a way to write back ProClose escrow data to their database of record for a complete file.

ProClose Solutions

The ProClose Consulting Team created a customized write back and merge feature. This allows desirable ProClose tracking and payment dates to be tracked in the LOS, while using a merge technique to receive any new or changed LOS data. This has been a tremendous benefit to the Users.

Lender wanted custom training for the full use of their ProClose Engine.

ProClose Solutions

When they make an investment in custom development, Lenders know they can capture a full return on their investment and then some when the Users become fully familiar with their tools. MBS will come on site and work closely with your Closers and Post Closers, as well as the Management team, to assure you realize the all of the gains in efficiency and accuracy when you use ProClose and our talented team to the fullest.