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©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
How we can partner together to increase your business
VanDyk Mortgage Corporation CoreLogic
April 18, 2015
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Introductions
VanDyk Mortgage Viewpoint
CoreLogic Capabilities
Mortgage Lifecycle Solutions
CoreLogic Marketing Solutions
2
Agenda
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Grant Harvey, National Account Executive – Origination & Risk Solutions
Rick Eggleton, Senior Manager - Business Development
3
Introductions
Welcome
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.4
Goals: Focus on growth and the customer experience Mitigate risk in current regulatory environment with efficient and
compliant processes Grow direct to consumer business through ongoing market
acquisition/expansion initiatives
Needs Market expansion and customer acquisition solutions Expand online presence and customer engagement Streamline processes and create workflow efficiencies
Initiatives Provide superior services and quality resources from cutting edge
technology to the latest lending products
VanDyk Mortgage Viewpoint
What We Heard From You
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
CoreLogic Vision
5
“Deliver unique property-level insights that power the global real estate economy.”Differentiated by superior data, analytics and data-enabled solutions.
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
CoreLogic Capabilities
6
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Preferred Provider of Credit Reports to Fannie Mae & Freddie Mac and 19 of the top 20 lenders
Flood unit serves 16 of the top 20 firms Tax Services partners with 17 of the 20 largest mortgage servicers Industry-standard, unified suite of origination solutions [valuation,
collateral, fraud, consortium] Leading loan-level servicing dataset, risk models, housing price
indices and stress-testing solution suites Approximately 70% of U.S. real estate agents access CoreLogic
data [650,000+ agents] Federal Reserve Board, All Federal Reserve Banks, GSEs Integrated into most mortgage loan origination systems More than 1 million users – banking, insurance, real estate, public
sector7
Our Expansive Reach
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.8
Mortgage Lifecycle: Industry Standard Solutions
ClosingUnderwritingApplication Processing
Strategic Planning + Customer Acquisition
ServicingPortfolio
ManagementPost-Closing
QC
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.9
Mortgage Lifecycle: Industry Standard Solutions
Application ProcessingStrategic Planning + Customer Acquisition
Market Intelligence Advisory Services &
Custom Analytics MI Analytics Match & Append Extracts Data License RealQuest Portal Propensity Modeling Portfolio Planning
Analytics Market Conditions
Indicator Market Segment Sizing
Analytics ListSource, MarketTrends,
ListingTrends, ValueTrends
Segment-Specific Quality Lead Generation First time homebuyers:
Rental-to-owner analytics, propensity to buy
Home Upgrade Buyers: Propensity to Sell, life event triggers
Investor buyers: Multiple property owners
HELOC: Equity on home, life event triggers
Refi Existing client cross sell
Loyalty Programs Consumer ValueMap,
Apps, Buy vs. Rent Analytics, MI release
Realtor apps [GoMLS] Investors [MyRental,
Rental Analytics]
Credit Services Instant Merge CreditIQ
Fraud Prevention LoanSafe Fraud
Manager LoanSafe Risk
Manager PatternWatch Fraud Consulting Semi-Annual Fraud
Consortium
Valuation Solutions Market, Income,
Cost Approach AVMs Property Condition
Report [OnSite] ValueWatch Data-Assisted
Appraisals True LTV Annual Valuations
Consortium
ServicingPortfolio
ManagementPost-Closing
QCClosingUnderwriting
Application Processing
Planning + Acquisition
Application Processing
Planning + Acquisition
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Post-Closing QCClosingUnderwriting
ServicingPortfolio
ManagementPost-Closing
QCClosingUnderwriting
Application Processing
Planning + Acquisition
Mortgage Lifecycle: Industry Standard Solutions
10
Property Information Retail Data Access
[RealQuest Portal] Replacement Cost Data MLS Data
Verification Services 4506-T Income Verification Verification of Employment Verification of Military Status
Flood Hazard Determination
Hazard Analytics Fire Storm Seismic
Condo/HOA Solutions CondoSafe
Loan Origination System Loan Origination Platform
Document Solutions Document Retrieval
Services [ePostClosing] Title Policy Retrieval
Services
Tax/Escrow Solutions
Document Services Document Retrieval Courthouse Search Lien Release Preparation
& Recordation Assignment Preparation
and Recordation (Portfolio Transfers, MSRs In/Out
Title Insurance Policy Retrieval Services
Bulk Data Licenses
Post-Closing QC
ClosingUnderwritingApplication Processing
Planning + Acquisition
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
ServicingPortfolio Management
ServicingPortfolio
ManagementPost-Closing
QCClosingUnderwriting
Application Processing
Planning + Acquisition
Mortgage Lifecycle: Industry Standard Solutions
11
Advisory and Compliance Consulting Services ALLL Regulations /
2nd Lien Analytics Loan Repurchase
Risk Assessment MSR Model CCAR Stress
Testing CoreLogic Lien
Reports Secondary Lien
Monitoring Basel Guidelines
Loan Portfolio Performance Servicing: Prime,
Subprime, Home Equity
Loan Level Market Analytics
CoreLogic Home Price Index
CoreLogic Case Schiller Index
Secondary Market Portfolio Non-Agency RMBS Agency Risk Model Non-Agency Risk
Model
Tax TaxWatch Tax Outsourcing
Services
Flood Life-of-Loan
Tracking Portfolio Audits
Solutions Express Intellimods [Loan
Modification] Loan Document
Generation, Print, Ship
New Opportunities
from Servicing Portfolio Refi Customer
Acquisition Home Equity
Customer Acquisition
Mortgage Insurance Release
Operational Staff Augmentation Solutions
ServicingPortfolio
ManagementPost-Closing
QCClosingUnderwriting
Application Processing
Planning + Acquisition
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
CoreLogic Solutions: Instant Merge Credit Reports Merge Plus Credit Supplements 4506-T IRS Verification AVMs LoanSafe Fraud/Risk Manager Flood Determinations
Coming Soon: VOE/VOI SSN Verification LoanSafe Appraisal Manager
12
Integrated Solutions available through Encompass
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
ListSource Web-based platform that enables you to create and manage targeted Mortgage prospect
lists Marketrac
Detect markets for geographic expansion Analyze competitive market share by geographic area, loan and transaction type, to uncover
competitor’s strategies Strategic Marketing Solutions (SMS)
PreScreen Marketing Solutions enable you to extend a Firm Offer of Credit to consumers based on credit triggers like recent mortgage inquiries to find those in market for a new loan
Harp 2.0 Identify, pre-qualify and market to thousands of potential borrowers early shopping for HARP
refinance opportunities Purchase Mortgage Model
Distinguish active candidates for a purchase mortgage Batch & Append Database Services
Pinpoint cross-selling opportunities to targeted customers within your portfolio SMR Market Research Firm
Predictive modeling using scores to forecast probability of future refinance or home equity loan
13
CoreLogic Marketing Solutions
Built to Identify Loan Opportunities and Prospects
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.14
CoreLogic Marketing Solutions
Product Overviews
Prescreen Marketing Solutions
ListSource
Marketrac Batch and Append
HARP 2.0
Account Monitoring
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Grant Harvey, National Account Executive All origination, prefunding, post-closing, and portfolio solutions
(W) 949-214-1056; [email protected]
Christine Woo, National Account Manager (W) 949-214-1673; [email protected]
Kristina Baca, CoreLogic Credit Account Manager (W) 619-938-7692; [email protected]
Subject Matter Experts in place: Rick Eggleton (Credit), Dillon Vestal (Advisory), Bruce Spowart (Doc Solutions), Nick Fragale
(CondoSafe), Cres Hay (Fraud), Clay Rose (Flood)
15
CoreLogic Enterprise Support Team
For VanDyk Mortgage Corporation
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.
Questions?
16
©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.17
Information. Analytics. Insight.™
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