With CompassPPE℠, lending institutions of all sizes can offer a dynamic and flexible PPE to their retail, wholesale and correspondent channels. This web-based, mobile-responsive technology provides a streamlined lock and relock workflow that combines automation, historical pricing and loan origination system integration.
GRANULAR & DYNAMIC MARGIN MANAGEMENT PLATFORM
Industry leading margin management capabilities allow admins to write margin rules on any loan or user characteristic. Grid-based margins allow for easy management with copy-paste, with recon & staging capabilities.
INTUITIVE & MOBILE-FRIENDLY LO AND SECONDARY USER INTERFACE
Keep tabs on your loans on the go with full mobile capabilities for loan searches, locks, extensions and more. CompassPPE also provides lock desk managers to manage lock approvals, concessions, and more from a mobile device.
SEAMLESS AUTOMATION OF LOCK MANAGEMENT FUNCTIONS FOR PRODUCTION AND SECONDARY
CompassPPE’s lock policies allow for full automation of locks, relock, extensions, float downs, and concessions. Save time by eliminating manual pricing reviews, while maintaining control of when to apply worse-case pricing, lock change fees, and more.
INDUSTRY LEADING API INTEGRATION OPTIONS
Market leading API capabilities allow for full integration of all search and locking functions into a native application UI. Integration capabilities also include a “pop-in frame” option to support the full CompassPPE experience within your LOS, POS, and more.
FULL INTEGRATION WITH COMPASSPOINT™ RISK MANAGEMENT SYSTEM
Generate daily best-ex pricing in CompassPPE from the CompassPoint℠ Ratesheet Tool. Real time risk position updates are made when locks are completed in CompassPPE.
DEDICATED PPE ACCOUNT SUPPORT AND TRAINING
CompassPPE provides a dedicated account manager and back-up to assist the implementation process, and provide ongoing support. Weekly implementation trainings, and review of new features are part of the standard support for our clients.