Servicing Operations Study and Forum for Prime and Specialty Servicers

The Servicing Operations Study and Forum (SOSF) provides participating companies with a highly detailed operational evaluation of their servicing department. This benchmarking tool sets the standard for prime and specialty servicing managers and mortgage banking executives to measure operational performance.

Functional cost areas covered in this survey include:

  • Customer Service: Statements and Billings
  • Customer Service: Call Center
  • New Loan Set-Up and Transfers
  • Payoff/Lien Release
  • Escrow
  • Cashiering
  • Investor Reporting
  • Collections
  • Loss Mitigation
  • Bankruptcy
  • Foreclosures
  • REO
  • Other Default
  • Servicing Systems
  • Quality Assurance
  • Record Retention
  • Executive Management and Specialized Functions

As a benefit of participation, you receive not only data outputs but the opportunity to meet your peers and discuss results at a Servicing Operations Forum. Download the brochure and registration form to learn more about this study or contact Marina Walsh, CMB at (202) 557-2817.

NOTE: The date to participate in our 2022 Study and Forum (2021 Data) has passed.