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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Mortgage Director serves as the innovative loan origination platform at the heart of the Fiserv lending framework. It enhances lending processes and fortifies the connections between lenders and their borrowers. In the current competitive lending landscape, it has become crucial for lenders to utilize technology to elevate service quality, optimize operations, and meet borrower expectations. By consolidating all essential features within one cohesive lending environment, lenders can confidently navigate their future, knowing that all necessary tools are at their disposal. Mortgage Director equips users with everything they need to define the future of lending while facilitating a fully digital mortgage experience from the core of a unified mortgage lending ecosystem. This integration not only simplifies processes but also empowers lenders to remain agile and responsive to market demands.

Description

At Jocata Financial Advisory and Technology, we are focused on developing innovative solutions for the BFSI sector, including digital lending, onboarding, AML, and fraud management systems. Based in Hyderabad, we cater to numerous prominent banks and NBFCs both in India and internationally. Our advanced technology platform, Jocata GRID, is designed as a dynamic digital ecosystem that efficiently processes millions of transactions daily, providing solutions that enhance business growth, improve operational efficiency, deliver risk-adjusted insights, and maintain regulatory compliance. Our customizable workflow engine integrates all essential operational participants into a cohesive virtual platform, facilitating effective management and oversight of business processes. We streamline the process of gathering customer information from various sources such as financial institutions, watchlists, statutory authorities, credit bureaus, and social networks, and we leverage cutting-edge technologies to analyze this data before presenting it in the most user-friendly format possible. This holistic approach not only strengthens our clients' capabilities but also positions them to adapt to the rapidly evolving financial landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Charge-off Loan Tracker Yes 
CompenSafe Yes 
CustomFit.ai Yes 
Facebook No 
Google Cloud Platform No 
LinkedIn No 
Surefire CRM Yes 

Integrations

Charge-off Loan Tracker No 
CompenSafe No 
CustomFit.ai No 
Facebook Yes 
Google Cloud Platform Yes 
LinkedIn Yes 
Surefire CRM No 

Pricing Details

$10000.00/one-time
Free Trial No 
Free Version No 

Pricing Details

$100,000 per feature per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

fiserv.com

Vendor Details

Company Name

Jocata Financial Advisory & Technology

Founded

2010

Country

India

Website

jocata.com

Product Features

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents No 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management No 
Fee Management Yes 
Loan Processing Yes 
Online Application Yes 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting Yes 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans Yes 
Loan Origination Yes 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages Yes 

Product Features

AML

Behavioral Analytics Yes 
Case Management No 
Compliance Reporting Yes 
Identity Verification No 
Investigation Management No 
PEP Screening No 
Risk Assessment Yes 
SARs No 
Transaction Monitoring No 
Watch List No 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement No 
Performance Management No 
Risk Management Yes 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management Yes 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

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