Our Data Integrity helps you Make Their Dreams Come True At Advanced Data, it is our goal to consistently provide superior service along with constant innovation through our technology, so our clients can do what they do best – close loans. Advanced Data is a key component... ...to an efficient process We specialize in customizing our services to enhance your process. Customized technology, improved communication and a better process will improve work flow in areas your staff thought they just had to ‘deal with’. ...and data integrity We improve data integrity and make loans more valuable, whether the destination is a portfolio or the secondary market. Loan processors must handle a large variety of tasks every day, whereas our team is made up of experts who specialize in very specific areas of fraud prevention. In addition, we offer enhancements to standard verifications to add another layer of security. Advanced Data is a key component to increased efficiency and data integrity. ITV INCOME TAX VERIFICATION 4506-T 24 Hours or Less This is the fastest turn-around time available. This is a process that can take up to two weeks, whether in-house or with other companies. There is no easier or faster way to verify income tax records than through Advanced Data. Customized Software Solutions Advanced Data is fully integrated in the widely used ENCOMPASS 360® Loan Origination Software. Simply choose Advanced Data as your preferred vendor, directly within the ENCOMPASS 360® software to order our services. Our SaaS platform was developed for clients who need the option of a custom-built solution. Thus, we can be integrated into a number of loan origination software systems including your proprietary system. Our software offers the capability to batch order thousands of transcripts with ease. Our orders regularly come in under the 24 hour mark the fastest turnaround in the industry. Flexible solutions - our software is proprietary and was developed with a view to offering specialized results for our clients. advanceddata.com 1084 Automated Cash Flow Analysis Saves Time and Money Time-consuming forms are costly and slow the loan process down. That is why Advanced Data offers an on-demand service for the 1084 form. Simply choose the 1084 Cash Flow Analysis Service to streamline your loan process even further. New Advanced Data service. Save time and streamline the loan process with the 1084 automated service. Sample ITV Report VOE VERIFICATION OF EMPLOYMENT The Industry Leader We lead the industry in Verification of Employment services. Our staff of experts ensure the fastest and most efficient verification available. When a complicated service like VOE is paid for only as needed, it saves time and expense. So using Advanced Data for your VOE service results in streamlined costs and increased data integrity. 100% VOE Solution Advanced Data’s VOE service covers any and all employment scenarios including military, selfemployment, and third party verifiers. There is nothing our staff can’t handle. A complete and easy on-demand employment verification solution - isn’t this what you have always wanted? Advanced Data offers a very valuable re-verification feature. A second verification can be scheduled with your initial order to re-verify just days before the closing. Using Advanced Data for your VOE service results in streamlined costs and increased data integrity. advanceddata.com RE-VOE Our Re-VOE stops high-risk loans Mortgage Lenders depend on Advanced Data to prevent and elimate high-risk loans. Our Verification of Employment (VOE) and Re-VOE solutions stop high risk loans from proceeding. Our experienced team of verifiers catch borrower’s unemployment just days before going to closing on a regular basis. Stopping a high-risk loan from landing in our client’s portfolio is something we do every day. Email sent to alert the lender before closing Sample VOE Report The VOE Process Your VOE Process with Advanced Data Our process mitigates risk and streamlines your workflow. VOE+ ® VERIFICATION OF EMPLOYMENT PLUS Strengthen Confidence in Borrower’s Reported Income What if you could be alerted every time the VOE-reported income doesn’t match to the most recent tax transcripts? Advanced Data introduces VOE+® a new way to ensure income data integrity. VOE+ is the only product that can give you this kind of confidence. Take Control Our proprietary software has been designed to analyze data from the borrower’s most recent tax returns and compare it to the amount reported on the Verification of Employment form for a more robust VOE report. The variance is reported as a percentage - and you set the variance at which you would like to be informed. VOE+ crosschecks the income reported on the Verification of Employment form with the income reported from the IRS. If a significant variance is found, you are alerted in the report. You take control of your reports by assigning a tolerance percentage. Our software will automatically include an alert if that tolerance is exceeded. advanceddata.com Customer Service Superior Communication Excellence in communication results in a more efficient process. Challenge Solution Results The challenge came when another vendor approached one of our clients. Action was quick and decisive. Companies continue to court our client, some with even grander promises. They promised to undercut price and deliver spectacular service. Our client switched their processors from Advanced Data to the new company. The result? Turnaround time for ITV’s skyrocketed and communication evaporated. The new vendor rarely notified our client’s processors of the status, even when a 4506-T was rejected. When a notification did come in, no details were given and no suggestions offered as to why it was rejected. The processors were at a loss. There was no way for them to know how to proceed with these orders. They were accustomed to dealing with Advanced Data, whose staff kept in close contact. Advanced Data would notify our client immediately if there were any issues. “We began hearing what can be described as outcry from the processors we had worked with,” says Annette Noonan of Advanced Data, “They were used to regular communication and a fast turnaround.” As soon as it became clear that the vendor’s actions were hindering productivity, our client made the call: Switch back to Advanced Data. The order to go back to Advanced Data came down three weeks after the initial switch. Processors were relieved, and their compliments came pouring in. They continue to this day: “You saved the closing today.” - D.K. “Your attentiveness to details are unbelievable over there at Advanced Data!!” - C.M. But they have clearly seen the advantage of Advanced Data. A unique blend of experience and customer service has brought real success. They are loyal to Advanced Data, and Advanced Data shows deep appreciation for that loyalty by offering continued excellence. “Our client told us there was an uproar from the loan processors. She wanted to know what needed to be done to switch back to Advanced Data.’ – Annette Noonan, Advanced Data AVM AUTOMATED VALUATION MODEL Detailed Reports - Fast Simply complete a few fields about the property in Advanced Data’s state of the art web application, and receive the report immediately. View detailed information about the property value and a map of its location from Google. Beyond HVE Advanced Data offers a unique version of Freddie Mac’s Home Value Explorer (HVE®). In our version, the report is highly visual and easy to read, with Google Maps and other special enhancements to deliver a superior product. Already using a Freddie Mac Home Value Explorer product? Be sure to compare our HVE product with the one your institution currently uses. Freddie Mac’s HVE® database provides extensive coverage. Already using a Freddie Mac Home Value Explorer product? Not all are the same, so ask for a compare/contrast study of our HVE product with the one your institution currently uses. advanceddata.com Looking Closer Not all HVE products are alike. Even if you are already using a Freddie Mac based product, our product is typically superior, and cost is not typically an issue. Our AVM product is the best of Freddie Mac’s HVE®, wrapped up in the most complete and comprehensible package. Are you using the best AVM product out there? Google Map Confidence Score Accurate Market Value Detailed Property Report Comparative Properties and Local Sales Google Satellite Map SSNV SOCIAL SECURITY NUMBER VERIFICATION Triple Threat We don’t just verify the Social Security number, but cross reference it with the date of birth and name, for a three layer check that you can’t find just anywhere. Our Ability to Customize Advanced Data has established a reputation for customizing our services to fit our client’s needs. We give you tailored options for SSNV. For example, we can program to automatically check an SSN against the individual’s address, phone number, driver’s license, and even against the OFAC list. Bundle Up and Save Bundle SSNV with ITV, AVM, Flood, and VOE to ensure the best service on all your fraud prevention products and optimize savings. Our three layer check ensures that the crucial Social Security Number Verification has no surprises. Need a more extensive check of the SSN? With Advanced Data, you can customize the verification. We can arrange to check against the borrower’s address, driver’s license, phone number, and the OFAC list. advanceddata.com Above & Beyond When going the extra mile is standard We know that every mortgage lender has its own challenges and specific needs. That’s why we have based our system on proprietary software to be flexible on any level. Beyond your typical SSNV. Advanced Data crossreferences SSN by: Date of Birth, Name, and the Social Security Number. SOCIAL SECURITY NUMBER DATE OF BIRTH SSNV Sample Order NAME FZD FLOOD ZONE DETERMINATION Most Accurate Advanced Data helps clients originate loans that fully comply with FEMA flood regulations. One-time basic determinations are conveniently provided with the FEMA Standard Flood Hazard Determination Form. Advanced Data provides the most accurate determination of whether a structure is located within a Special Flood Hazard Area (SFHA), helping clients determine whether a structure is in need of mandatory flood insurance. Life of Loan Services Life of Loan FZD provides comprehensive monitoring of loans from origination forward, including the required tracking in changes to FEMA flood maps. Life of Loan FZD safeguards your portfolio from potential expense and liability. Life of Loan FZD safeguards your portfolio from potential expense and liability. Advanced Data’s Flood Zone Determination product will help you originate loans that fully comply with FEMA flood regulations. advanceddata.com www.advanceddata.com Shading to indicate flood zones QC QUALITY CONTROL AUDIT GENIUS QC Audit Genius - Quality Control Audit Services We’ve streamlined and safeguarded the mortgage process by automating the pre-underwriting, pre-closing and post-closing analysis of loan documentation. New Technology Saves Time QC Audit Genius technology automates the detection and identification of information deficiencies in loan files. New Technology Saves Money QC Audit Genius allows detection and identification on information deficiencies both more accurately and more efficiently than traditional loan evaluation services or in-house manual reviews. Quality Control Audit Genius automates the detection and identification of information deficiencies in loan files. This service can be used as a stand-alone audit service, or to reduce the amount and frequency of traditional manual reviews. advanceddata.com FR FRAUD REPORT The Proactive Approach Quickly identify each loan’s fraud risk before and after funding. Our Fraud Reports use predictive-analytics scoring technology and expose suspicious mortgage loans at Detect fraud within seconds. the application stage, enabling lenders, investors and servicers Identify top fraud indicators to quickly identify each loan’s fraud risk before or after funding. Fraud Report applies the analytic advancements credit card companies have used to reduce fraud losses by nearly 70 percent. Portfolio Analysis The Portfolio Analysis feature helps you to spot questionable loans within your portfolio and take proactive steps to prevent early payment defaults and buybacks. for loans before they reach your portfolio. Scan for loans already in your portfolio that have become risky. Unbeaten performance. Vibrant graphics of the interface and intuitive design makes this service simple to learn and use. Improve your world Let Advanced Data bring increased efficiency and data integrity to your loan process. How do you get started? We invite you to speak to your Advanced Data Account Representative about your loan process. Share with them challenges you are experiencing and where you would like to see improvement. Once we know what makes your process unique, we can then tailor our solutions to match your processes and improve workflow. Making Advanced Data your fraud solutions and verifications provider will give you added security and improved data integrity. And with Advanced Data as your partner, you will experience the level of customer service and superior technology you deserve. Advanced Data 800 . 537. 0458 advanceddata.com inquiries@advanceddata.com 212 E Harford Street Milford, PA 18337 DUTCCArqgAwIBAgIDAJ4RMA0GCSqGSIb3DQEBBAUAMFoxCzAJBgNVBAYTAlV wwGgYDVQQKExNFcXVpZmF4IFNlY3VyZSBJbmMuMS0wKwYDVQQDEyRFcXV NlY3VyZSBHbG9iYWwgZUJ1c2luZXNzIENBLTEwHhcNMDQxMDA5MDIwMTI0Whc UxMDEwMDIwMTI0WjCCAQMxCzAJBgNVBAYTAlVTMRUwEwYDVQQKEwx3d3c 5vcmcxPDA6BgNVBAsTM2h0dHBzOi8vc2VydmljZXMuY2hvaWNlcG9pbnQubmV dldC5qc3A/R1Q3ODQ3NTU2NjEwMC4GA1UECxMnU2VlIHd3dy5nZW90cnVzdC5 Y MARKET R A SE ND CO ND VTMRwwGgYDVQQKExNF VpZmF4ljZXMuY2hvaWN cNvcXVpY2tzEwMC4GA1UECxMn cubGZjnU2VlIHd3dy5nZW90cnVz V0Y2tTU0wgUHJlbWl1 5jnU2Vdy5nZW90cnVz RY A SECONDAR T E K R A M SAMPLE VOE+ ® Prepared for MORTGAGE CORPORATION September 5, 2013 Borrower: Order #12345 Smith, J. (SSN: *****-0000) 2012 Income Reported on 1040 Income Reported by Employer • Davis Company __________________________________________ TOTAL $44,000.00 $32,000.00 • Jones Company $10,000.00 __________________________________________ TOTAL $42,000.00 $ Difference for 2012 Earnings 2,000.00 (4.5%) 2011 Income Reported on 1040 Income Reported by Employer __________________________________________ • Davis Company $55,894.00 __________________________________________ TOTAL $52,000.00 Difference for 2011 Earnings TOTAL $55,894.00 $ 3,894.00 (6.9%) Thank you for choosing Advanced Data! If you require assistance, please login to Advanced Data, click on order # 12345, and then click the Email Customer Service button. IMPORTANT: This report is for the exclusive use of the person who placed the order and may contain information that is proprietary, privileged, confidential or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any viewing, copying, use, disclosure or distribution of this information may be subject to legal restriction or sanction. Please notify the sender, by email or telephone, of any unintended recipients and delete the original message without making any copies. © Copyright 2013 Advanced Data, LLC All rights reserved. Questions? Please call 800 537 0458 or email voe@advanceddata.com SAMPLE VOE Prepared for MORTGAGE CORPORATION September 5, 2013 The follwoing Verification of Employment order has been completed. Log in to the Advanced Data ITV Application at itv.advanceddata.com for future access to these files you have requested. SUMMARY John Smith is currently employed at Jones Company. They have worked at Jones Company since 3/1/2013. Information Verified by: Telephone number: 555-555-5555 Verified via the Internet: http://tinyurl.com/abcdefg Borrower Name SSN Employer John Smith 123-45-6789 Jones Company Employment Status Active Probability of Continued Employment Good Start Date Date Terminated Job Title Verification Date 3/1/2013 N/A Manager 9/5/2013 Re-Verification Date Internet Verification Link Other Information http://tinyurl.com/abcdefg WVOE - Please note Mr. Smith has no ownership in Jones Company. When contacted, the phone was answered as a business IMPORTANT: This report is for the exclusive use of the person to whom placed the order and may contain information that is proprietary, privileged, confidential or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any viewing, copying, use, disclosure or distribution of this information may be subject to legal restriction or sanction. Please notify the sender, by email or telephone, of any unintended recipients and delete the original message without making any copies. © Copyright 2013 Advanced Data, LLC All rights reserved. Questions? Please call 800 537 0458 or email voe@advanceddata.com SAMPLE ITV Prepared for MORTGAGE CORPORATION September 5, 2013 SUMMARY Processor, Advanced Data has received the following transcripts from the IRS which completes this order. Please log in to the Advanced Data ITV Application to access a copy of all the transcripts referenced below. Order ID Borrower Name SSN Forms Tax Period Date Completed 92212 John Smith *****6789 1040 W2/1099 Record of Account 2010, 2011, 2012 9/5/2013 IMPORTANT: This report is for the exclusive use of the person to whom placed the order and may contain information that is proprietary, privileged, confidential or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any viewing, copying, use, disclosure or distribution of this information may be subject to legal restriction or sanction. Please notify the sender, by email or telephone, of any unintended recipients and delete the original message without making any copies. © Copyright 2013 Advanced Data, LLC All rights reserved. Questions? Please call 800 537 0458 or email support@advanceddata.com SAMPLE SSNV Prepared for MORTGAGE CORPORATION September 5, 2013 SUMMARY SSN VERIFICATION SSA DIRECT CONNECTION VALIDATION INFO Order Number 33333 SSN Requested on 9/5/2013 Full Name John Smith Requested by Processor Birth Date 9/9/1999 Loan Number Form SSA-89 123-45-6789 Smith-33333-SSA89.pdf Loan Officer Loan Processor STATUS: VALID Verified with Social Security Administration IMPORTANT: This report is for the exclusive use of the person to whom placed the order and may contain information that is proprietary, privileged, confidential or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any viewing, copying, use, disclosure or distribution of this information may be subject to legal restriction or sanction. Please notify the sender, by email or telephone, of any unintended recipients and delete the original message without making any copies. © Copyright 2013 Advanced Data, LLC All rights reserved. Questions? Please call 800 537 0458 or email ssnv@advanceddata.com NOTES NOTES 800 . 537. 0458 inquiries@advanceddata.com www.advanceddata.com All material copyright 2013, Advanced Data. VOE+ and the Advanced Data logo are registered trademarks of Advanced Data. www.advanceddata.com