Undisclosed Debt Monitoring Undisclosed liabilities continue to be a loan quality concern Includes tri-bureau inquiries Mortgage loan origination risk continues to rise Borrower misrepresentation continues to be one of the most costly expenses associated with mortgage loan origination in today’s market.1 And with the addition of the CFPB’s Qualified Mortgage/Ability to Repay Rule, mortgage lenders must evaluate a borrower’s debt-to-income (DTI) ratio and make decisions on how much debt the consumer can afford. This means many lenders will need to take additional precautions to help protect themselves from these significant risks. Calculates debt-toincome (DTI) GSE compatible Enhanced alert reporting Easy delivery options User-friendly navigation Multiple data modules and configurations A solution that is “always on” At Equifax, we understand that lenders need more transparency into the credit activity of borrowers during the underwriting process in order to better mitigate risk and improve underwriting efficiency. That’s why we’ve developed Undisclosed Debt Monitoring™ — a proprietary platform that monitors the “quiet period” between the time of the original credit file pull and the closing of the loan. Our platform is “always on” — which means we constantly monitor borrower files and provide daily alerts to mortgage originators of activity that may represent potential risk associated with mortgage loans in their pipelines. Alerts are provided for new debts and inquiries, debt changes and payments, new late payments and collections — as well as certain key public records such as bankruptcies, foreclosures, judgments and liens. With this information, you’re better prepared to promptly communicate with borrowers regarding specific activities during the underwriting process. This helps you to allocate valuable underwriting resources to mitigate potential risk or fraud, while keeping a focus on funding quality mortgage loans. Multiple delivery channels to meet your specific needs Easy online portal access to Undisclosed Debt Monitoring is available via Equifax eMortgage™ and Spectrum™. Plus, the industry’s leading LOS providers have embedded our debt monitoring system into their technology platforms, making it even easier for you to start receiving alerts. The leader in detecting undisclosed debt From originators to investors, more mortgage businesses rely on Equifax to help them protect against undisclosed risk and enhance long-term confidence in the mortgage origination process. ■■ Take advantage of a risk management tool that constantly monitors borrower activity ■■ Streamline your underwriting and quality control (QC) efforts ■■ Improve the confidence level of investors, mortgage insurers and regulators in your mortgage underwriting practices ■■ Enhance the quality of your new mortgage loan originations 1 Fannie Mae, Mortgage Fraud Monthly Statistics https://www.fanniemae.com/singlefamily/mortgage-fraud-prevention How our platform works Your organization provides Equifax with an input file of the borrowers you need us to monitor Equifax allows mortgage originators to leverage one of the most comprehensive data assets available for risk management in the U.S. mortgage market. Take a look at these steps to see how we constantly monitor borrower files and provide daily alerts. 2 Equifax monitors the activity of borrowers in your pipeline 1 Equifax Undisclosed Debt Monitoring Platform 3 Equifax alerts you to borrower activity that may suggest misrepresentation, whether intentional or unintentional The most streamlined and efficient debt monitoring system available Our system’s flexible and configurable rules and filters help you zero in on the right alerts. Plus, our customizable packages of data modules (Basic, Plus or Premium) allow you to consume as much or as little data as you need within each module based on your credit risk policy and investor requirements. Data Module Description Plus Premium X X X Base Monitoring • • • • • New Collection Any new collection found on borrower’s file New! X X New Public Record Any new bankruptcies, foreclosures, judgments, or liens found on borrower’s file New! Any increase in or zero out of balance on borrower’s tradeline balance on borrower’s file New! X X X X Scheduled Payment Any increase in scheduled payment amount on borrower’s tradeline New! X X New Late Payments Any new late payments 30, 60, 90, 120 days past due New! X X Tradeline Bankruptcy Any new accounts found to be in bankruptcy on borrower’s tradeline New! X X Tradeline Collections Any new accounts found to be in collections on borrower’s tradeline New! X X TransUnion® Inquiries Inquiries sourced from TransUnion Pre/Post Closing Mortgage Notifications (PCMN) New! X ExperianSM Inquiries Inquiries sourced from Experian’s Retention TriggersSM for Mortgage (MURS) New! X Balance Changes Debt to Income (DTI) New! Trade Account Number Date to File Date Opened Forward and look back periods 120 days Basic CONTACT US TODAY For more information: contact your Equifax sales representative or visit: www.equifax.com/mortgage/UDM Equifax and EFX are registered trademarks of Equifax Inc. Undisclosed Debt Monitoring is a trademark Equifax Inc. Copyright © 2015, Equifax Inc., Atlanta, Georgia. All rights reserved.