Mortgage Bankers:
Pooling, Portfolio Optimization & Data Extract Tools

CompassPoint’s™ Pooling/Extract Tools provide for efficient formation and specification of pools as well as seamless file extracts and commitment tracking.

Allocation Templates:

• Saved Allocation Templates
• Real-Time Access to Shipping Data
• Defined Loan Views, Extracts, Aggregate Statistic Set, and Stratification
• Ability to Assign Commitment Numbers

Pool Optimizer, Aggregate Statistic Solver:

• Saved Aggregate Statistic Sets
• Solve for Multiple, Simultaneous Aggregate Statistics:
  • Define weighted, filtered statistics
  • Define relative weighting, tolerance and bias
• Define Search Time
• Generates In/Out Set Data Stratifications
• Ability to Move Individual Loans In/Out

Extracts:

• Agency Extracts
• User-Defined Extracts (.csv, .txt, .xls)
• Extract Builder
• Integration Back to LOS

Commitment Tracking:

• Workflow
• Loan-Level Exports
• Master Commitment Tracking
• Trade Selection/Assignment
• Specified Loan Level MTT