Carefully developed to seamlessly integrate all your products
Carefully developed to help financial institutions remain compliant, Compliance Concierge™ intuitively guides you through each step of deposit account opening and the loan process, from application to processing, underwriting to closing.
Centrally manage your workflow no matter where you are
Compliance Concierge centrally manages workflow and facilitates documentation across multiple locations, loan teams, lender functions and levels of authority. It is the only platform to include trusted WBA Forms to further improve compliance. It can be installed on your standalone server dedicated to Compliance Concierge.
Features built to improve efficiency, accuracy and compliance
TRID Loan Estimate, Closing Disclosure and supporting documents
Risk-based pricing and automated decisioning
Full range of deposit products
Credit reporting interfacing
Exception tracking
E-Document delivery
WBA Forms built right in
Freddie Mac and Fannie Mae underwriting and ULDD delivery interfacing
