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AuditGenius®

Efficient loan audit technology

Simplify mortgage portfolio risk management, streamline QC, and lower origination costs with intelligent audit technology

Audit Genius
AuditGenius dashboards

Efficient, transparent loan audits

Manual and tedious mortgage audits are a thing of the past. Using AuditGenius mortgage QC and loan audit technology, you can save countless hours of your staff’s valuable time by automating and streamlining the most common and specific mortgage QC requirements. AuditGenius:

  • Increases audit efficiencies with intelligent workflow and automated QC checklists
  • Unlocks QC insights and trends with interactive dashboards
  • Frees your resources to focus on high-value QC and audit objectives
  • Eliminates document and data redundancies, speeding review time
  • Instills confidence in the audit process with traceable audit findings
  • Captures loan defects and their root cause, saving you time and money
AuditGenius Dashboard Drill Down Improved Visibility into QC performance, enabling operational improvements.

Optimize QC operations with interactive, dynamic dashboards and reporting

AuditGenius extracts data from your borrower, loan, closing, and compliance documents, leveraging cognitive intelligence to compare QC data and capture errors quickly. AuditGenius converts this data into user-friendly, interactive dashboards, helping you quickly visualize and drill into QC results, trends, and opportunities for workflow improvements. AuditGenius:

  • Delivers interactive dashboards that offer broad and granular view of risk, including loan errors, responsible parties, and defect patterns
  • Delivers visual snapshot of quality trends filtered by loan type, exceptions, error type, severity, and more
  • Empowers deep-dive research into trends with dashboard “drill-down” reporting
  • Provides a wide range of reports on various audit types such as pre-fund, post-close, collateral, default, and more.
  • Supports unlimited workflows, audit types, and checklists

The AuditGenius difference

  • Flexibility

    AuditGenius can be set up for many different workflows, with an unlimited number of audit types and checklists.

  • Machine learning

    An integrated machine learning platform reduces time needed to complete document reviews.

  • Root-Cause analytics

    AuditGenius pinpoints defects and identifies the root cause for errors, tracked by individual and by category.

  • Standardization

    Quality review audits are linked together in the pipeline to manage risk with a holistic view across the mortgage operation.

  • Robust reporting

    AuditGenius delivers a wide array of standard reports and users can also create customized reports when needed.

  • Dynamic dashboards

    Interactive, dynamic dashboards give you a snapshot of QC results with detailed drill-downs for key operational insights.

From our customers

  • Since the Credit Union implemented AuditGenius, the mortgage operations team has experienced a markedly improved audit process. The audit team is now delivering reports with highly insightful findings that reveal potential issues within our processes. This allows us to thoroughly analyze these issues and make necessary adjustments to our workflows to ensure compliance with all guidelines. Both the mortgage and audit teams have seen significant efficiency gains due to the streamlined approach in generating and responding to audit reports.
    Andrew Kotaska Director, Lending Operations at Credit Union of Colorado

AuditGenius by the numbers

active users
75k+
workflows covered
660