Mortgage Reports – HMDA, NMLS and Other Reports

Mortgage firm

Client Challenge

The reports to be created were standard reports and some regulatory reports like HMDA and NMLS. These reports were to be created accurately and seamlessly based on requirement.Some reports were periodic, and hence a subscription mechanism was also essential.

Overview

Client is one of the fastest growing mortgage companies in the US with over 45 branches in the US. Reporting was a key requirement for loan officers, bankers, underwriters and for the back office. Nalashaa implemented a reporting solution for both regulatory reports and other operational reports integrating them to other systems – with export facilities.

Solution

Nalashaa implemented a reporting solution that allowed the users to generate reports, subscribe and unsubscribe to reports. The reports would be generated based on the business logic and identified data sets, integrated with loan origination systems, back office systems, including SharePoint servers and other Enterprise systems. The reports can be exported in formats like CVS, pdf, xls and word.

Technology Stack

  • SQL Server
  • .Net Integration
  • SharePoint Integration
  • SSRS