- Business Rules
Trade management: Create, evaluate, and sell loans to GSEs or correspondent investors from a single platform. Stay on top of what’s coming down the pipeline, track post-closing conditions, and easily manage lock requests, while seamlessly collaborating with investors and loan officers
Price analysis: Leverage an easy-to-use, worst-case-pricing scenario tool to compare current vs. historical pricing for loans that lose eligibility. Select the option that provides the best yield for your business
Trade execution and fulfillment: Confidently execute loan sale transactions by leveraging a complete set of fulfillment tools, including purchase advice reconciliation and interim servicing
GSE loan review tools: Leverage tools to export Uniform Loan Delivery Dataset (ULDD) data, and identify and enter required fields when submitting loans to Fannie Mae, Freddie Mac, and Ginnie Mae
"TPO Connect has a much more intuitive user interface, with more seamless interactions."
Steve KolkerSVP, Production Management
Correspondent Lending Division