Insurance and loan tracking

To minimize a lender’s risk, loan portfolios are tracked for valid insurance, adequate coverage limits for liability, and acceptable physical damage deductibles. We can track homeowners, auto, condominium, consumer loans, and flood coverage.


Scope of service

  • Full service insurance documentation tracking for all collateral and property types
  • Automatic tracking letter and deficiency notice generation
  • Proactive out-bound calling programs, before and after letter cycle
  • Full escrow processing
  • Loss draft processing for primary insurance claim checks



  • State-of-the-art OCR and imaging
  • Electronic data interchange (EDI) with hundreds of primary insurers
  • Tailored electronic interfaces for individual processing platforms
  • SAS 70 compliant


Customer service

  • Specialized client service team for lender related issues
  • Tenured claims staff experienced with financial institution business
  • Centrally located customer service operations
  • Separate toll-free number established for each client
  • 24/7 automated voice response access for borrowers
  • Proactive referral back to financial institution for non-insurance calls
  • Industry leading call management, handling, processing and routing