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Partner Execution App

Capco Mortgage Pipeline Management

Get full visibility into your mortgage loan pipeline to more efficiently manage the operations, mitigate risks, and realize targets

Capco's mortgage loan pipeline application leverages Capco's Housing Finance advisory acumen to enable executives and lending leads to effectively manage the operation across the end-to-end mortgage value chain, from sales hand-off to post-closing.

This is where Capco and Celonis Combine their Strengths:

  • Improved client experience through efficient management of mortgage loan turn times, in total, and via each process activity.

  • Actionable insights into loan volumes, responsibilities, team's workload, bottlenecks, and status of each individual loan.

  • View past performance to identify best practices and drive further process improvement.

  • Manage KPIs and risk & compliance targets via the incorporation of auto-notifications, and loan prioritization.

Features & Capabilities

Provides management with a holistic view of their key metrics and the overall health of the process, and allows for comparing current and past performance.

Management Summary View

Here is a view into the upcoming and current loan pipeline, highlighting loan details and key metrics, and showing the view for closing managers. Such data is utilized to load balance, action, close and fund loans most efficiently to meet or exceed key performance metrics.

Capco MCE in closing view v2

The closed loan view provides a detailed list of the entire population of closed loans, including individual and aggregate performance metrics to allow for a performance review. Closing managers are able to drill into regions, closing timeframes, closers, and loan types to identify performance patterns.

Capco MCE closed view

The loan profile view allows for a detailed assessment of individual loans, process steps, and turn times.

Loan Profile View
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Management Summary View
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Capco MCE in closing view v2
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Capco MCE closed view
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Loan Profile View

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