Customer Delivery Portal (CDP)

CDP is SSI's comprehensive platform which allows for the purchase of loans from a large number of sellers in a highly automated fashion based on your own program guidelines, pricing and funding processes.

The first and foremost component of the CDP platform is a privately labeled website for your sellers. A user first arrives at the CDP single sign-on login page, which can be integrated into your institutional site. Upon logon, a user is presented with dynamically updated seller specific alerts, announcements and daily rate sheets.

Users can setup multiple nested programs to purchase and easy-to-use editors are provided to maintain product eligibility rules. In Product Pricing, users can set up risk-based pricing specific to each program. Base pricing matrices are uploaded daily from the trading desk and editors are provided for defining and maintaining adjustment pricing matrices. All changes are archived each day for re-pricing using settlement data. More information about Eligibility and Pricing.

Quick Price

Retrieve indicative pricing by entering a limited set of relevant loan attributes. Upon submission, pricing for the selected programs is performed and the results for the actual and nearby rates / balances are displayed in a matrix format. Users can examine the various adjustments behind a particular price and proceed.

Upon selection of a rate and price, users can submit loan details through a guided screen with real-time data validations or by uploading files in industry standard LOS/AUS formats such as Fannie Mae DU and MISMO. Prior to the actual load, the system will run perform checks against the seller's entire pipeline for possible duplicates.

Lock Submission

Through configurable workflow, 3rd party electronic services (such as credit, AVM and fraud) can be ordered in real-time and gathered for final product eligibility and pricing. After the lock is submitted, it is then inserted into the LMS database and forwarded to the fulfillment center for further processing via the LoanTalk integration Server.

As subsequent diligence data and status changes from the fulfillment center come in and decisions are made in the LMS Flow modules, that information is reflected back on to the portal in real-time. Moreover, locks can be automatically re-priced based on due diligence results.

Pipeline Manager

Using the pipeline manager, users can monitor the progress of their committed locks and perform post-commit operations such as clearing of conditions through document submission, initiation of lock extensions with automatic re-pricing and lock withdrawals with integrated pair-off capturing. The pipeline is organized by status buckets for quick access to pertinent loans. In addition, the pipeline can be searched using any relevant criteria. Users can analyze any selected population through customizable graphical reports and export loan population(s) into Excel.