Secure Portal | ccs-globaltech

Secure Portal Case Study

Company Profile: Post-closing Quality Control Company

Industry: Mortgage Industry

Project Objective:

Enable electronic transfer of files between client, customer and field contractors
Improve employee efficiency, productivity, and utilization
Increase security for transferring, storing, and accessing sensitive documents/information
Reduce file processing times
Improve customer satisfaction and experience rates

"SharePoint became so much more effective as a rich and collaborative environment due to the convenience, intuitiveness and security offered by CCS's SDP implementation.

With SDP, we were able to extend our SharePoint investment to our employees, customers, and on-field contractors."

The Situation:

Our customer was obligated (by law) to have 10% of the total mortgage loan files audited post-closing. The clients originally mailed the files to the customer on weekly basis where the information was re-entered by the customer to create a record. Post-internal validations, the request for field validations using contractors for employment, property, and occupancy were mailed by the employees. The contractors were required to mail the results back. After performing the required checks the customer was required to provide a weekly report back to the customer.

Solution Requirements:

A web-based GUI interface which enables customer to upload files post-authentication
Employees to receive and download the consumer files uploaded by the customer.
Post-internal review and send the file for on field validations to field contractors in a secure electronic way.
Contractors could publish their reports back to the employees for a specific file.
Central application/location to maintain user access to various documents and customer information.
Reduce Time Service from 5-8 working days to 3-5 working days.
Publish the end results and reports back to the customer in a secure electronic way using the portal.

The Solution:

The CCS team proposed a Secure Portal Access to simplify the process by leveraging a Microsoft SharePoint Portal. SharePoint provided a custom portal per customer requirement as well as develop a workflow by which the customer could facilitate and manage document tracking.

The solution was designed with four levels of user access within the portal. The primary security levels were for administrators and users at the customer location. The first security level was for clients whereby the authorized users for the client could upload files for QC. Authorized users could then retrieve the results once the same file was re-posted by the customer. The user could also send the notifications and request documents to on-field contractors to assist with fresh appraisal reports, employment verification, and occupancy reports. The on-field contractors could now perform the required operations and submit the reports back to the customer. SDP allowed the user information to pass to the application as an XML, which allowed users to launch a given application. Multiple integrated applications could be invoked from within one another with SDP acting as the designated router. Post-implementation CCS assisted the customer with user training and migration as well.