©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. How we can partner...

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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

Transcript of ©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. How we can partner...

Page 1: ©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. How we can partner together to increase your business VanDyk Mortgage Corporation.

©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

Page 2: ©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential. How we can partner together to increase your business VanDyk Mortgage Corporation.

©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.

Introductions

VanDyk Mortgage Viewpoint

CoreLogic Capabilities

Mortgage Lifecycle Solutions

CoreLogic Marketing Solutions

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Agenda

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Grant Harvey, National Account Executive – Origination & Risk Solutions

Rick Eggleton, Senior Manager - Business Development

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Introductions

Welcome

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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

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CoreLogic Vision

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“Deliver unique property-level insights that power the global real estate economy.”Differentiated by superior data, analytics and data-enabled solutions.

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©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.©2015 CoreLogic, Inc. All rights reserved. Proprietary and Confidential.

CoreLogic Capabilities

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©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

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Our Expansive Reach

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Mortgage Lifecycle: Industry Standard Solutions

ClosingUnderwritingApplication Processing

Strategic Planning + Customer Acquisition

ServicingPortfolio

ManagementPost-Closing

QC

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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

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Post-Closing QCClosingUnderwriting

ServicingPortfolio

ManagementPost-Closing

QCClosingUnderwriting

Application Processing

Planning + Acquisition

Mortgage Lifecycle: Industry Standard Solutions

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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

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ServicingPortfolio Management

ServicingPortfolio

ManagementPost-Closing

QCClosingUnderwriting

Application Processing

Planning + Acquisition

Mortgage Lifecycle: Industry Standard Solutions

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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

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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

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Integrated Solutions available through Encompass

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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

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CoreLogic Marketing Solutions

Built to Identify Loan Opportunities and Prospects

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CoreLogic Marketing Solutions

Product Overviews

Prescreen Marketing Solutions

ListSource

Marketrac Batch and Append

HARP 2.0

Account Monitoring

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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)

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CoreLogic Enterprise Support Team

For VanDyk Mortgage Corporation

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Questions?

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Information. Analytics. Insight.™

corelogic.com | NYSE: CLGX

CORELOGIC and the CoreLogic logo are trademarks of CoreLogic, Inc. and/or its subsidiaries.