Table of Contents

The Client

Canadian Fintech providing AI-enhanced Cloud Native Mortgage LOS

Challenge

1. Client is a state-of-the-art digital LOS focused on disrupting the Canadian mortgage origination market.

2. However, client had not considered a post production loan QC module to ensure the highest quality loans being manufactured

Solution & Execution

1. Rather than build their own QC module, Client agreed to partner with AdfarTech and integrate the Copasys® platform into the LOS so that post-production QC can happen seamlessly

2. The Client also worked with AdfarTechto develop a standalone QC module to target lenders not currently on their LOS platform.

3. Jointly developed a road-map with Client to target all critical investor guidelines and regulations to ensure maximum QC coverage

Value Delivered

1. AdfarTech helped the Client create a new revenue stream through this automated post-close QC process

2. Helped the client target a white-space in the Canadian mortgage market i.e. automated quality control of loans prior to delivery to investors

3. Saved the client time and investment to create their own QC module.