Case Study

Summit Funding’s move to technology enabled, in-house quality control gave them a 40% savings over outsourced QC.

Summit Funding’s move to technology enabled, in-house quality control gave them a 40% savings over outsourced QC.

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Summit Funding’s move to technology enabled, in-house quality control gave them a 40% savings over outsourced QC. The Challenge Summit Funding is a growing mortgage banker with a purchase driven business model focused on the long haul. They have a high touch, customer centric approach that fulfills a borrower’s dream of homeownership, while keeping them smiling the whole way. For years they had been using a 3rd party provider for post close quality control. As the company grew they found they needed more robust, granular reporting, but were constantly met with roadblocks. Philosophically, they also needed a re-calibration. Their QC company had more of a focus on compliance versus a broader approach to quality that they wanted. Since ownership of quality is with QC depar

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