Intuitive Service Offering

Promontory MortgagePath delivers a tailored, modern and cost-effective set of mortgage fulfillment solutions unique in the market. Our comprehensive service offering helps you remain competitive in an ever-changing mortgage market and includes:

  • POS technology, Borrower Wallet®

  • Processing
  • Underwriting
  • Compliance

  • Due Diligence

  • Closing
  • Post Closing
  • Servicing Transfer
Small community bank building

Community
Lenders

Promontory MortgagePath empowers community lenders by making lending profitable again. With unparalleled process integration, proprietary point-of-sale technology and compliance expertise, local lenders can offer their customers white-label residential loans without the burden of maintaining a mortgage operation.

Large regional or national bank building

Larger Banks &
Lenders

For larger banks and lenders, Promontory MortgagePath offers the ability to quickly respond to increased volume or activate specialty products to meet shifting market conditions. Larger lenders benefit from a full range of mortgage products and a scalable business model without the overhead or risk.

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Investors

Investors benefit from our loan review and due diligence services, providing in-depth loan-file inspection prior to purchase. Custom analyses account for clients’ processes and tolerances, outlining risk areas and instilling confidence in portfolio investments.

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Dedicated Expertise

Our seasoned operations professionals function as extensions of your team. They are trained on your systems and processes, inside and out – giving you the benefit of full-time fulfillment staff without the added employee expense.
A smiling operations team member
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Tenured Professionals

Our fulfillment team boasts an average of 23 years retail, wholesale and correspondent lending experience per person. They channel their expertise into a relationship-driven, white-label experience unique to each client – and borrower – need.
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Responsive Support

For Promontory MortgagePath, service isn’t just a philosophy – it’s a reality. Our quick and transparent processes make for prompt and effective support, whenever you need it.
A smiling operations team member

Borrower Wallet® Point-of-Sale

Our proprietary mortgage technology offers an intuitive, collaborative and consistent borrower experience across any device. Built-in loan officer assist tools increase LO efficiencies, streamlining the loan application process while giving borrowers the digital experience they’ve come to expect.

TAKE A CLOSER LOOK

Compliance is in our DNA

Compliance is the foundation upon which the Promontory MortgagePath solution is built – integrated in all we do and at the forefront of the overall process flow.

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Our Expertise,
Your Culture

Our seasoned compliance experts collaborate directly with your team, creating a customized compliant solution rooted in your organizational values.

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Continuous
Monitoring

Promontory MortgagePath continuously monitors policies and procedures against federal and state regulatory requirements, providing clients with weekly reports demonstrating compliance adherence.

Computer monitor, tablet and mobile device

Compliant
Technology

Compliance is deeply ingrained in our technology development, informing each piece of code we write. It’s never an afterthought. High-quality customer data captured via our POS anticipates loan-level compliance requirements – allowing us to deliver a more-compliant loan.

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Enterprise-Wide
Security

Promontory MortgagePath employs multi-dimensional security controls, utilizing tech, operational, and employee-driven methods to comply with evolving data-protection regulations and industry-specific compliance requirements.

Powerful Data

Real-Time Reporting

Real-time loan-level updates are automatically and securely shared between Promontory MortgagePath and client teams, ensuring current, interactive loan monitoring.

Pipeline Management

Daily pipeline reporting and reviews – along with monthly audit sessions – ensure ongoing and transparent pipeline and performance management.

Analytics-Ready Data

Understand your mortgage business – and your customers – in a whole new way. Accessible, accurate, analytics-ready data is available via our standard reporting suite. Custom, client-specific reports can be developed at no additional cost.

Ready to learn more?

See how Promontory MortgagePath can help you scale and grow your mortgage business.

CONTACT US