NCSHA 2014 Annual Conference & Showplace. Automated Agency Execution NCSHA 2014 Annual Conference &...

NCSHA 2014 Annual Conference & ShowplaceNCSHA 2014 Annual Conference & Showplace

Automated Agency ExecutionAutomated Agency Execution

Four Pillars of Secondary MarketingFour Pillars of Secondary Marketing

Rate Sheet Rate Sheet Pricing Pricing

Generation Generation PoolingPooling HedgingHedging DeliveryDelivery

Roll-Out DecisionsRoll-Out Decisions

ULDD Data Transmission: Master Servicer? Use LOS?Use SMS?

Single Rate & Point Rate Sheets vs. Grid-style Rate Sheets

Basic Agency Pooling or More Fluid Model: Specified Pools, CRA. Move between MRB, FNMA, GNMA, Next Opportunity

Hedging: In-House? Out-Sourced? Mandatory? Best Efforts?

Data IssuesData Issues

• ULDD Data...or the Lack Thereof… Where does it come from … How will it be entered… Quality Issues?

Maximizing AutomationMaximizing Automation

• Monitoring Quality with Queries

• Reduction of Manual Processes

• Extending Connectivity to Third Parties & Internal Departments

• Monthly Analysis, Feedback, Game Improvement

Strategic DecisionsStrategic Decisions

Automate Everything or Only Parts? Roll-out Everything at Once or In Phases?

Risks: Scaling Capacity, System Support, Model, Access Security, Obsolescence, Communication

Deployment: Local Network or Cloud-Based

Greg CrosbyGreg CrosbyPresident, PowerSeller Solutions LLCPresident, PowerSeller Solutions LLC

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