N ATIONWIDE D EFAULT O UTSOURCING Attorney Report Managment Services D EMO N ATIONWIDE D EFAULT O...
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Transcript of N ATIONWIDE D EFAULT O UTSOURCING Attorney Report Managment Services D EMO N ATIONWIDE D EFAULT O...
NATIONWIDE DEFAULT OUTSOURCING
Attorney Report Managment Services
DEMO NATIONWIDE DEFAULT
OUTSOURCING
NATIONWIDE DEFAULT OUTSOURCING
DEMO NATIONWIDE DEFAULT
OUTSOURCING
A Web based tracking and monitoring and reporting system designed and developed by CBC Nationwide Default Outsourcing.
Enables CBC Nationwide Default Outsourcing, its Clients and Attorneys to share information on loans that are in Foreclosure, Bankruptcy, Eviction or Litigation.
This system is updated in real time via Client and Attorney interfaces as well as Attorney, CBC Nationwide Default Outsourcing processor and Client input. Database Interface with Client or Vendor Systems
NATIONWIDE DEFAULT OUTSOURCING
DEMO NATIONWIDE DEFAULT
OUTSOURCING
TechnologyOur server is 24/7 monitored and supported. We keep all data stored on a SQL database server. SQL servers are reliable, robust, and it has a great performance.Our web site is design using the following programming language: Java script, ASP, Transact SQL and Visual Basic.Our web reports are design in crystal reports.
Client requirementClients are required to have internet explorer 6.0 or higher and internet connection.
NATIONWIDE DEFAULT OUTSOURCING
CBC Attorney / Trustee ScorecardCBC Attorney / Trustee scorecard
Client Log In.
Select CBC Attorney / Trustee Scorecard.
NATIONWIDE DEFAULT OUTSOURCING
NATIONWIDE DEFAULT OUTSOURCING
CBC Attorney / Trustee ScorecardMain Menu
Each step may or may not be given to a login id.
NATIONWIDE DEFAULT OUTSOURCING
Step I – Foreclosure SalesStep I – Foreclosure Sales for Month – Update with reason codes for Holds and/or Delays such as Bankruptcy, Contested, Court Delay, Title Problems.Ability to drill down to view all details of loan file and add notes.The selection for completed sales is a Client specific criteria to be defined.
Assumption is made CBC will have the Client data necessary to fulfill the reporting requirements.
NATIONWIDE DEFAULT OUTSOURCING
Step II – Attorney Report CardStep II - Detail Attorney Report Card – Default format shown as example• Foreclosure and Bankruptcy report options. Screen View, pdf and Excel format available.• Customize to Client selection criteria and format of the report. Assumption is made CBC will have the Client data necessary to fulfill the reporting requirements.
NATIONWIDE DEFAULT OUTSOURCING
Step III – Attorney Performance SummaryStep III - Attorney Performance Scorecard Summary - Default format shown.• A link is created to generate an HTML file to send each Attorney their Individual Scorecard. • Available for Foreclosure and Bankruptcy • Customized to Clients selection criteria and reporting requirements The selection criteria for this report is the same as Steps I & II.
Assumption is made CBC will have the Client data necessary to fulfill the reporting requirements.
NATIONWIDE DEFAULT OUTSOURCING
Step III – Attorney Individual Scorecard
Step III - Individual Scorecard for each Attorney to be emailed – Foreclosure default format shown
Assumption is made CBC will have the Client data necessary to fulfill the reporting requirements.
NATIONWIDE DEFAULT OUTSOURCING
Step IV - Default format shown – • Customize to Client selection criteria and report format• Screen view, pdf and Excel formats available.
Assumption is made CBC will have the Client data necessary to fulfill the reporting requirements.
Excel File Format - Avg Net/Hold/Gross VarianceStep IV – Compliance Report
NATIONWIDE DEFAULT OUTSOURCING
Excel File Format - Compliance Summary Detail for Judicial StatesStep IV – Compliance Report
Step IV - Default format shown – • Customize to Client selection criteria and report format• Screen view, pdf and Excel formats available.
The selection criteria for this report is all FC’s with an Active Foreclosure monitoring status.
NATIONWIDE DEFAULT OUTSOURCING
Screen View Format - Compliance Summary Detail for Judicial States
Step IV – Compliance Report
Step IV - Default format shown – • Customize to Client selection criteria and report format• Screen view, pdf and Excel formats available.• Processor has the option to select loan and drill down for detail and add notes.Processor has the option to select the Attorney name for a specific loan and email the Attorney. A note of the email is added as well for documentation.
The selection criteria for this report is all FC’s with an Active Foreclosure monitoring status.
NATIONWIDE DEFAULT OUTSOURCING
Step V – Sales Report with Reason Codes
Step V - Report of Loans from Step - Default format shown
Excel Format
NATIONWIDE DEFAULT OUTSOURCING
Step VI – Monthly Foreclosure Sales Report
File Details & File Sub-Totals – Loan Detail of tabs 1 thru 6
Other - Loan Detail not included above. Account defined
Files Attached (Detail) – Account Defined
•The selection criteria is Foreclosure Sales for the reporting month. Tabs 1 thru 8 is based on a sub selection of this group. The remaining loans are reported in tabs Other & Files Attached (Detail).
Step VI - 10 tabs in this file, they are:
Excel Format
By Attorney, total files in compliance and out of compliance, with Atty delay
By State, total files in compliance and out of compliance, with Atty delay
By Attorney, total files in compliance and out of compliance, with Client delay
By State, total files in compliance and out of compliance, with Client delay
By Attorney, total gross files in and out with gross average variance
By State, total gross files in and out with gross average variance
Atty Delay (Atty)
State Gross
Attorney Gross
Client Delay (State)
Client Delay (Atty)
Atty Delay (State)