Correspondent Portal
Blue Sage Correspondent Portal
Optimize the seller experience with everything they need to create a loan ready to be delivered.
Blue Sage offers correspondent clients a branded portal where their customers can monitor pipeline activities from registration to purchase.
Loans can be registered in three ways: DU 3.2 upload, AUS casefile transfer, or manual registration. Integrated product and pricing engines ensure that loans meet guidelines before submission, with final pricing based on various parameters. Clients can monitor underwriting and purchase conditions, and provide documentation for sign-off by the back-office staff.
Feature Rich
- Robust pipeline management
- Integrated PPEs
- Pricing Scenario Templates
- Exception management reports
The Correspondent Portal creates a user experience that has been crafted specifically for how your sellers do business.
Secure Document Upload
Dashboard Summaries
Alert Management
“
“We continue to invest in new streamlined solutions to support existing sellers and make it easy for new sellers to become productive immediately… we have been partnering with Blue Sage since 2015. This combination of process updates and new technologies…increased our productivity at a critical time. This allowed us to continue to offer outstanding seller experience, turn times and pricing even as the number of correspondents locking loans with Planet quickly rose.”
James Loving
Senior Vice President of National Sales, Correspondent
Senior Vice President of National Sales, Correspondent
