How it fits your workflow.
Sagent provides mortgage servicing technology for servicers and borrowers. Mortgage account operations need to distinguish the loan obligation from related servicing components and customer requests. A proposed workflow should preserve the source and timing of account information so borrower follow-up reflects the current servicing record.
WORKFLOW FOCUS
Mortgage account context and borrower service coordination.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why is mortgage servicing context more than a payment amount?
The loan record can include several servicing components and ongoing requests. Identify the specific obligation or service issue before choosing an operational action.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.