The CompassPoint℠ risk management platform redefines what you can accomplish in a day, week and month.

KEY FEATURES

MAXIMIZE THE POWER OF YOUR HEDGING AND TRADING PLATFORM

• BEST EXECUTION

  Sell at the highest price, regardless of whether you’re selling servicing released via mini-bulk tapes, delivering to the agencies and working through complex optimization strategies, or some combination of the two.

• P&L TRACKING

  Simplify daily P&L reconciliation and provide straightforward attribution analysis so you know how well you are preserving your profit margin every step of the way.

• DAILY RISK MANAGEMENT

  Streamline processes and procedures that previously took hours every day; save time and strengthen your risk policies by letting technology do the heavy lifting so you can spend more time on strategy.

• ORIGINATOR SCORECARDS

  Understand which producers are closing loans on time and identify those that need some help. Originator scorecards help you understand which loan officers, branches, and brokers are costing you money.

• PULL-THROUGH MODELING

  Whether reviewing monthly closing percentages or implementing sophisticated pull-through models, data is key. Track your locks through each step and use our detailed reporting to dial in your coverage models.

• RATE SHEETS

  Generate base rates and pricing, including white-labeled proprietary output, from one system. Reconciliation tools help prevent pricing errors before they start, and flexible margin tools allow you to create granular pricing.