SwiftSend Investor Delivery

Lenders and mortgage investors know that accepting closed loans electronically can reduce costs and help maintain a competitive advantage in the market. However, the industry has been cautious about adopting electronic investor delivery because there are no industry-wide standards and most available solutions are expensive to implement and difficult to use. Now, SwiftSend makes paperless investor delivery simple, cost effective, and risk free. With a few clicks, you can package and export closed loan packages, formatted and delivered according to investor specifications, with minimal setup and no upfront investment. It is the fastest, most cost effective way for you to start realizing the benefits of paperless investor delivery.

• Nothing to buy
• Easy to set up, easy to use
• 100% secure communications
• One source for all of your investor delivery needs
• Package, convert, and upload documents to investors

How It Works

SwiftSend Investor Delivery works on the simple principle that customers focus on gathering together the necessary documents, and SwiftSend will take care of packaging, converting, and uploading the documents to the investor of their choice.

Set Up

SwiftView works with leading investors to implement investor specifications that meet the format and delivery requirements for electronic deliveries for each investor. The same investor specification can be used by any lender to deliver loans to a given investor. If you are already delivering loans electronically to an investor, switching to using SwiftSend Investor Delivery is easy. This gives you the flexibility to choose which loans to send to which investor.

Delivering a Closed Loan

Using SwiftSend eLoanFolder®, create an eFolder for the closed loan and add all required documents to the eFolder by printing, faxing, or uploading them to the eFolder. Customers not using SwiftSend eLoanFolder to collect and manage the loan documents can fax or scan and upload all of the required loan documents into the eFolder as one file or as individual documents. Create a delivery package containing the documents required by the investor. Click the Outbound icon in the eFolder to display the Investor Delivery page. Pick the investor to whom you wish to deliver the loan and fill out a few simple items to initiate the delivery. The investor delivery loan package will be created, converted to the format required by the investor, and securely uploaded to the investor. The sender or any authorized workgroup administrators can monitor the status of the delivery by clicking the Outbound tab at the top of any SwiftSend workgroup administration screen.

Risk-Free Technology

There are no industry standards for electronic investor delivery, so each investor is free to develop and modify requirements for accepting loans electronically. This uncertainty can put a serious strain on IT resources trying to keep up with ever-changing requirements. With purchased investor delivery solutions, or those developed in house, this can be a substantial investment in staff costs, the cost of software and hardware licenses, and in potential lapses in your ability to deliver loans to investors electronically. As a standard part of the SwiftSend service, SwiftView assumes responsibility for ensuring that SwiftSend Investor Delivery complies with current requirements.

Total Return on Investment

No upfront costs, no hardware or software purchases, and no long-term obligation. You pay only for what you use. With no investment costs to pay back or amortize, you save on the very first delivery to an investor and your savings grow the more you use the service.

Getting Started

Your SwiftSend Regional Account Manager will be happy to discuss your current process for delivering closed loans to investors and recommend how best to put SwiftSend Investor Delivery to work for you today. If you do not already have a SwiftSend account, a trial account can be set up very quickly, usually within two business days. Configuring your account for investor delivery requires your input regarding your current processes but does not require IT resources or any development on your side. SwiftView has developed a profile for delivering loans to CitiMortgage; profiles for other investors are in development and will be rolled out over the next few months.