A partner evaluation roadmap

It’s no secret that evaluating and selecting a third-party loan servicer can be a challenge. The process requires gathering critical information in many areas, weighing key compliance and risk factors, and assessing technology requirements.

That’s why we’ve created a comprehensive evaluation template to make the process easier–and to help you find the right partner for your unique needs. You can use this document as a tool to gather information in each of the following key areas:

• Company Overview
• Operations
• Onboarding & Implementation
• Compliance
• Client Support

As a loan servicing leader with more than three decades of industry experience, we understand the complexities of loan portfolio management. As you use this partner evaluation roadmap, we hope you’ll include Concord as one of the servicers you choose to evaluate as a business partner!