Evidence of insurance review
Every evidence document,
reviewed in minutes.
Policies, binders, and certificates extracted and read against lender requirements on arrival.
Policy Organizer
Borrower insurance compliance
Every loan graded.
Every exception flagged.
Requirement-level compliance scores across the portfolio, filterable by lender standard, expiration, action required, and more.
Lender requirements library
Agency and private lender standards,
off the shelf.
Maintained requirement sets for agency and private lender programs. Or encode your own credit policy in plain language.
Coverage Library
615 of 615 profiles
Homeowners' Association ManagementTownhouse / Row · Habitational100%Property Management CompaniesLeased Real Estate · Habitational98%Residential Multi-Unit Housing PropertiesMulti Family · Habitational98%Skilled Nursing FacilitiesSkilled Nursing · Healthcare & Social Assistance98%Architecture & Engineering FirmsCommercial Office Building · Professional & Business Services96%Assisted LivingAssisted Living · Habitational95%Cooperative CorporationCooperative Corporation · Habitational95%Fannie MaeAssisted Living · Habitational95%Freddie MacAssisted Living · Habitational95%Higher Education InstitutionsSchool / Campus · Education & Childcare95%HUD | MAPCooperative Corporation · Habitational95%Independent LivingIndependent Living · Habitational95%
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Document collection
Borrower follow-up
that runs itself.
Expiration notices, evidence requests, escalations: drafted, sent, and tracked automatically until the file is complete.
Automated Notice Workflow
Outsourcing
Flex the desk without hiring.
Overflow and exceptions handled by Advocate's insurance professionals, on the same platform, with the same audit trail. See how outsourcing works.
