Post-close Review and Monitoring

Post-closing insurance reviews and tracking that just works. No more missed compliance.

How we compare

Legacy Insurance Consultants
Guaranteed response time SLAs
Software portal with real-time visibility on loan status
Secure document transfer through software portal
Electronic records for audit-proof compliance
No dependency on single reviewer availability
No response time accountability
Loan status is a black box
Unsecure email based communication ripe for hacking
Messy file folders and error prone excel spreadsheets
Only one reviewer (what happens if they are sick!?)
Guaranteed response time SLAs
Software portal with real-time visibility on loan status
Secure document transfer through software portal
Electronic records for audit-proof compliance
No dependency on single reviewer availability
Legacy Insurance Consultants
No response time accountability
Loan status is a black box
Unsecure email based communication ripe for hacking
Messy file folders and error prone excel spreadsheets
Only one reviewer (what happens if they are sick!?)

Transparent portfolio-wide compliance statuses

With Advocate's portal you can see the status of your review in real-time. See the latest compliance status for each loan in your entire loan portfolio in one dashboard.

Granular statuses per case

View the outstanding compliance guidelines per case providing Lenders complete transparency into the outstanding issues on a real-time basis. Know exactly what issue is causing non-compliance in servicing and what Advocate is doing to resolve the issue.

Audit-proof tracking

Humans without technology make errors. Our team uses an audit-proof technology platform to ensure there is no human error and our clients can audit our performance at any time.

Close loans faster with guaranteed SLAs

60%+ of lenders report insurance is the last item before closing, frustrating both borrowers and lenders. Using our revolutionary technology platform, our reviewers are able to guarantee response times to your borrowers so that you know the process is moving forward.

Our insurance consultants use technology to deliver fast and reliable service. Leave legacy insurance consultants behind for good.

Try Advocate