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PROCESS DIAGRAMSReady to Evolve & Close Business Differently?
PAPER DIGITAL MOBILE
Yesterday TomorrowToday
Schedule an Online Meeting: Our Agenda
• Introductions• Pavaso Background• Understanding Your Current Point of View• Pavaso Process & Approach- Step by Step
– Goals for Better Customer Experience– Involve All Stakeholders – Provide Lender Confidence & Control w/Closings– Operational Efficiency
• Overview of What to Look For- In Today’s Demo• Online Demo of “All Users’ Experiences” in the Pavaso Platform• Questions & Concerns• Agree on our Next Steps
Pavaso’s end to end service platform and solutions helps us take our closings to a new level, the ability to stay in
our current systems, seamless workflow with all our internal and external servicing stakeholders and securely connecting with our members on a wide variety of devices opens the door to an innovative customer experience with
greater operational efficiencies.”
Amy Moser, VP Mortgage Services Mountain America Credit Union
Consumers Lenders Realtors Settlement Agents Investors Service Providers
Goals for Efficient Growth with Pavaso
• Real Time Digital Document Delivery to Any Stakeholder
• Centralized Communication and Collaboration
• All Digital, Hybrid or Paper Closings
• Accurate, Consistent Closings
• Audit & Tracking• Timely Communication• Rate Lock Changes• Buy Backs
• Know before you Owe• Online Closing Options
in One Place• Direct connectivity,
collaboration and communications with All the closing parties
• Do business the way Borrowers consume loans
Improved Consumer Experience
Improved Operational Efficiency
Reduced Errors/Costs
Mitigate Lender Compliance Risks
• CFPB “Good Faith Effort”
• 3rd Party Service Providers
• Service Reputation• Penalties and Fines• CFPB “complaints”
database
Online Demo/Phase 1- Lender/Title Collaboration
Demo/Phase 2- Borrowers Online Review, Intent to Sign
Demo Phase 3- Pavaso’s Unique Digital Closing Events
Pavaso Pathway for Growth
STRATEGY &
OBJEC-TIVES
ANALYSIS & CUSTOMIZA-
TION
PILOT PROCESS
TRAIN USERS
LAUNCH &
ROLLOUTNext Step-Meet to define Busi-ness Requirements
Schedule analysis- document current process & transition approach
Live Experience- Value of process & platform ease of use
Schedule Commit-ment- Lender, Title partnersnames & dates
Post-Pilot Report- assess & plan expan-sion
Date:_____ Date:_____ Date:_____ Date:_____ Date:_____
Value & rank your Demo from Pavaso?
• Providing each stakeholder specific functionality for their part of the process?
• Creating a communication and collaboration platform where each business partner can work together with the other?
• Establishing a single point of contact for the Consumer for both collaborative and individual relationships with stakeholders contributing to closing their home?
• Providing control and confidence with 3rd party providers- right way, same way, on time, every time!
Why Pavaso, Why Now, Next Step?
Business Requirements Checklist: Transform the way you do business by adapting a New business model with
New metrics & outlook
Greater operational efficiencies, service flexibility & creativity
Improved compliance, audit protection & positive view from the CFPB
World class consumer experience & enhanced service platform
One flexible service platform that grows with your business
Improved collaboration, control, & communication with all stakeholders
New ways to market to & with realtors, service partners & consumers
Not an IT Project, No capital expenditure
Long term marketing & service platform resulting in More Business
