Data entry services for mortgage brokers & lenders

AssistBPO's data entry services for mortgage brokers cover the keying, checking and reconciling that surrounds every 1003. Borrower details into the LOS, lead fields into the CRM, appraisal and title figures into the file, funded-loan data into your reporting sheet and partner records into the database.

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This page Mortgage brokers & lenders Data entry services

How does data entry work for mortgage?

AssistBPO gives you a named data entry specialist who works in your hours, follows your field conventions and double-checks numbers against the source document before saving. Mismatched names between the CRM and Encompass, a missing NMLS ID on a partner record, an old phone number on a past borrower: these small errors cost hours at the worst moment, and the specialist's job is to remove them. Work arrives as a queue: new applications to key, closed loans to archive, marketing lists to clean, reports to build each Friday. Accuracy is measured with a sample check by the team lead every week and reported to you. Everything is done inside your systems under least-privilege access, in line with GLBA safeguards, with no spreadsheets leaving your environment.

What tasks does data entry cover for mortgage brokers and lenders?

  • Key borrower and property details from the 1003 into the LOS
  • Enter and dedupe leads in Jungo, Salesforce or HubSpot
  • Reconcile CRM and LOS records for name, phone and email
  • Log appraisal values, title fees and lock details into the file
  • Archive funded loans and update the closed-loan register
  • Maintain the realtor and referral partner database with NMLS and license IDs
  • Build the weekly production and pipeline report from LOS exports
  • Clean annual-review and past-client lists before campaigns

The KPI that matters here

Field accuracy rate on a weekly sample check by the team lead, with records processed per day reported alongside it.

What rules does data entry follow for mortgage?

  1. TCPA and state rules for borrower follow-up. Under the TCPA and FCC rules, calls and texts to a borrower's cell need prior express consent, fall between 8am and 9pm local time and are scrubbed against the National Do Not Call Registry. Florida, Oklahoma and Washington add their own consent and hour rules. Every outbound touch runs with lawful consent and do-not-call scrubbing.
  2. No licensed advice: SAFE Act, NMLS, FCA, ASIC. Only a licensed loan originator with an NMLS ID quotes rates, discusses terms or takes an application under the SAFE Act. UK mortgage advice sits under FCA MCOB rules; Australian credit assistance under the NCCP Act and ASIC; Canadian brokering under provincial regulators such as FSRA. Assistants collect, confirm and update. They never advise.
  3. GLBA Safeguards Rule for borrower data. The FTC Safeguards Rule (16 CFR Part 314) requires brokers and lenders to protect nonpublic personal information. Assistants work inside your LOS and portal with least-privilege access, MFA and managed devices, and never download borrower files locally. UK GDPR and the Australian Privacy Act cover files handled from the second office in Pakistan.
  4. TRID and ECOA clocks. Regulation Z requires the Loan Estimate within 3 business days of a complete application and the Closing Disclosure at least 3 business days before consummation. Regulation B requires notice of action within 30 days of a completed application. Assistants track these dates in the pipeline and flag them; your lender issues the disclosures.

Mortgage software we work in

Also in use

  • Encompass
  • Arive
  • Calyx Point
  • Floify
  • Jungo

See all 80 tools we work in

More for mortgage brokers and lenders

Other services for mortgage

Data entry in other industries

Frequently asked questions

How accurate is the data entry?

The team lead checks a random sample of records every week against the source documents and reports the field accuracy rate to you, with any error corrected and its cause noted. Specialists key from the document, not from memory, and use your field conventions written in the desk manual. Numbers such as loan amounts, appraisal values and rates are double-entered or checked against the LOS before a record is saved.

Can you migrate our data into a new CRM?

Yes, as a project with a fixed scope. The specialist exports from the old system, maps fields to the new CRM with you, cleans duplicates and formatting, loads in batches and reconciles counts before the cutover. Past borrower data is handled inside your systems under GLBA safeguards. We do not choose the CRM for you, but we have moved brokerages between Jungo, Salesforce, HubSpot and Total Expert.

What reports can the specialist build?

Any report your LOS or CRM can export: weekly pipeline by milestone, monthly fundings by loan officer and referral source, lock expirations for the next 30 days, condition aging, partner referral counts. The specialist builds the report on a schedule in Google Sheets or Excel from the exports, checks totals against the LOS, and sends it at a fixed time each week.

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