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Equifax and Yodlee Verification Products Accelerate Digital Mortgage Process

Equifax Inc. , an Atlanta-based global information solutions company, announced that it is working with Yodlee , a financial data aggregation and data analytics platform, to help simplify the mortgage loan process by making it easier for lenders to derive insights from borrowers' financial data.

This collaboration provides Equifax with access to real-time asset and income information on prospective customers who have granted permission and helps streamline loan production, reduce fraud exposure in the application process, and give banks, loan originators, and lenders additional tools to assess risks in underwriting and portfolio management.

"Changing buyer behaviors, as well as advanced data and insights, are transforming the lending industry," said Craig Crabtree, SVP and General Manager, Equifax Mortgage Services. "Complementing the robust suite of data and analytics that Equifax offers, this collaboration with Yodlee advances the mortgage process to ensure that prospecting, qualifying and verifying processes keep pace with evolving customer needs and become more inclusive for credit-worthy borrowers.

Tavant VΞLOX Helps Support PennyMac Loan Services

“We are proud of our partnership with PennyMac, one of the leading residential mortgage companies in the United States,” said Hassan Rashid, Tavant’s CRO. “We have developed an intuitive mortgage origination process by simplifying and personalizing the customer experience.”

By optimizing online engagement, the new platform delivers a fluid experience to customers and maximizes the use of data-driven processes. It is expected to enhance the loan application intake through the consumer and broker channels, further improve operations productivity and reduce loan cycle times.

“Our vision is to deliver superior value to our customers and business partners,” said Jim Follette, Senior Managing Director and Chief Mortgage Fulfillment Officer for PennyMac Loan Services, LLC, an indirectly controlled subsidiary of PennyMac Financial Services, Inc. (NYSE: PFSI). “We believe Tavant’s digital experience will help contribute to long-term customer excitement. We are optimistic that, with future enhancements, this product will continue to support our drive to successfully grow and strengthen our leadership position in the market.”

How do i set up my own mortgage advisory business?

Hi Guys,
I am wondering if someone can help me. I am a qualified mortgage advisor (with 2 CeMap Papers) and the qualifictaions to sell non regulated insurance products. I used to work for a large building society but took some time out.


All the info you need to know about regulatory, licensing and qualification matters can be found here:

http://www.fsa.gov.uk/Pages/Doing/small_ firms/mortgage/index.