PHOENIX’s diligence solution offers clients a comprehensive platform for loan reviews, including specialized third-party reviews (TPR). Our approach integrates top-tier professionals in mortgage assessment with cutting-edge technology and trusted vendor partnerships, covering the entire mortgage lifecycle—from origination to the secondary market, servicing, default, and liquidation phases. Each engagement begins with a thorough client profile session, during which our transaction team meticulously absorbs client requirements. These requirements are seamlessly integrated into our diligence platform, ensuring precise alignment with our clients’ objectives and the highest standards of third-party review.
COMPREHENSIVE REVIEW TYPES
Standard Reviews
- Bulk MSR acquisition diligence
- Flow/Bulk Pre and Post Purchase
- NPL/Performing acquisition
- Loan Sale Advisory
- HELOC/2nd Lien
Securitization Reviews
- Fully rated script including income, valuation and compliance
- Jumbo, Non-QM, DSCR, RTL, SFR
- Rating Agency approved, including comprehensive reporting suite
Specialized Reviews
- Payment History and Collection Comments
- Borrower Default & Modification
- Title Owners Encumbrance
- Valuation Reconciliation
Product-Driven Solution
- Scope, systems and reporting are engineered to align with the review type (one size does not fit all)
- Veteran review team with specialized knowledge applied to review types
- COMING SOON: AI enabled techology that creates a data extract and codifies guidelines automatically.
RIse together
Security
SOC-2 Compliant, Comprehensive data security and protection.
Advisory
Access to expertise and advisory across the entire PHOENIX family of companies.
Partnership
Dedicated transaction team operates as an extension of our client.
Revolutionized Loan Review Software
