Correspondent Investor Loan Acquisition Technology

Correspondent Investor Loan Acquisition Technology

Product Overview and Key Features

Confident Compliance, End-to-End

Our Correspondent Loan Acquisition (CLA) platform is an intelligent correspondent loan acquisition platform that combines an easy-to-use interface with LoanHD’s loan quality management to automate and standardize loan acquisition and package QC. Designed for correspondent lenders and aggregators that want to improve the speed and accuracy of file delivery.

This solution supports a more reliable, auditable workflow while helping you reduce dwell times and improve portfolio risk. 

Key Features Include:

Automated QC Workflows

Standardize reviews with rules-based processes for post-close, pre-fund, and servicing audits.

Defect Tracking & Resolution

Tag root cause and severity of issues to manage loan defects through to resolution.

Audit Trail Transparency

Monitor every action, comment, and change across the loan’s lifecycle for full visibility.

Customizable Audit Checklists

Align your audits with investor guidelines, regulatory policies, and internal standards.

Integrated Communication Hub

Simplify handoffs between QC teams, processors, and underwriters with built-in messaging

Integration Highlights:

  • End-to-End Visibility – View and track the entire acquisition lifecycle in one place, from pricing to servicing.

  • Automated Workflows – Trigger audit rules, defect checks, and data extraction automatically as files move through the pipeline.

  • Reduced Manual Intervention – Eliminate spreadsheets, email-based coordination, and repetitive data entry.

  • Faster Loan Purchase Decisions – Integrations enable real-time eligibility validation, lock status updates, and funding readiness.

  • Centralized Communication – Collaborate with sellers inside the platform for commitment changes, conditions, and final approvals.

Integration Capabilities

Seamlessly Connects with Your Mortgage Technology Stack

LoanHD® integrates directly with your LOS and document management systems to streamline data flow and eliminate redundant manual work. With configurable dashboards and real-time reporting, users can act quickly on exceptions and drive accountability across QC processes

Supports integration with:

  • Loan origination systems (LOS)

  • Pricing and eligibility engines

  • Document management and image repositories

  • Servicing platforms

  • Business intelligence and reporting tools

  • Seller portals and secure file delivery systems