A Modern Workflow for Managing Retained Agency Executions
Agency Direct in CompassEdge is designed for lenders that deliver retained agency executions and want a modern way to manage risk without manual processes or complex hedging strategies.
A clearer way to manage retained agency execution workflows.
Agency Direct brings loan imports, coverage modeling, commitment management, and decision visibility together in a single CompassEdge dashboard.
Spreadsheet-driven workflows create manual risk.
Many lenders still rely on spreadsheets to track loan activity, coverage, and commitments. These workflows are time-consuming, introduce risk, and make it difficult for leadership to maintain clear visibility into exposure.
A single dashboard for coverage, commitments, and visibility.
Agency Direct brings loan imports, coverage modeling, commitment management, and decision visibility together in a single CompassEdge dashboard. The result is a clearer, more reliable way to manage retained executions with less manual effort.
Key benefits
Reduce risk with greater precision
- Measure and manage pipeline risk tied to cash commitments
- View hedge ratios down to the note rate level
- Model adding or lifting coverage to understand impact before execution
Simplify execution
- Eliminate spreadsheet-driven workflows
- Support consistent, repeatable decision-making
- Lay the groundwork for increased automation within CompassEdge
- Direct API integrations for commitment and commitment management to agencies
Improve executive visibility
- Clearly view loans versus coverage in intuitive visuals
- Summarize exposure in a format built for CFO and leadership discussions
Why Agency Direct
Agency Direct centralizes the retained execution workflow inside CompassEdge, replacing fragmented tools with a streamlined experience designed for clarity today and scalability over time.
A strong fit for
- Small banks managing retained Fannie Mae, Freddie Mac, or Federal Home Loan Bank executions
- Credit unions seeking simplified risk management without derivatives
- Leadership teams that want clean, reliable visibility into exposure
Ask us how Agency Direct can simplify your retained execution workflow and reduce manual risk
