CASE STUDY Financial Services | United States
Top Five Mortgage Provider Uses Cost-Effective Method for Complete Portfolio Review
Client Need
A top five mortgage provider needed a cost-effective way to review its entire portfolio for bankruptcy-related filings, especially those involving Statements of Intention. Manual review was not scalable and risked missing critical data.
Client Solutions
- Deployed AACER Premium Data Services to audit Statements of Intention across the portfolio.
- Identified whether secured property was surrendered and if the servicer was listed in the filing.
- Provided customized summaries showing full document history per case.
Why Epiq
- Customization: Delivered tailored views of each case’s filing history.
- Coverage: Ensured complete visibility across the entire portfolio.
- Speed: Delivered results in seven to 10 business days, enabling timely action.
Results and Benefits
Enabled full portfolio review without manual tracking.
Improved compliance and audit readiness.
Reduced operational burden and increased review efficiency.