A partner evaluation roadmap

It’s no secret that evaluating and selecting a third-party loan servicer can be a challenge. The process requires gathering critical information in many areas, weighing key compliance and risk factors, and assessing technology requirements.

That’s why we’ve created a comprehensive evaluation template to make the process easier–and to help you find the right partner for your unique needs. You can use this document as a tool to gather information in each of the following key areas:

• Company Overview
• Operations
• Onboarding & Implementation
• Compliance
• Client Support