Finastra Mortgage Origination Data Connector

CFS Insight’s Finastra Mortgage Origination Data Connector enables all interested stakeholders in the credit union to leverage the rich member data collected from the mortgage lending process. In addition to providing customized dashboards/scorecards for managing your mortgage business, the Finastra Mortgage Origination Data Connector unlocks the potential of the rich member data for departments such as retail, accounting, and consumer lending. CFS Insight’s implementation is ideal for financial institutions that offer mortgages / real estate lending as well as other lending, deposit, and insurance-related products and services.

Common Use Cases

The Finastra Mortgage Origination Data Connector enables your credit union to:

Customize and manage key performance metrics of your Mortgage Business
Share valueable member information with retail staff in creating cross sell opportunities for other value credit union products
Integrate Finastra Mortgage lending data with mortgage servicing data to conduct vintage and/or contration analysis as well as delivery enterprise class loan officer scorecards.
Streamline compliance/reporting associated with your mortgage lending operation

Common Questions

Do I need to contract with Finastra Mortgage to make the data availabile from their cloud based application?

Yes. You need to contract with Finastra Mortgage to make nightly backup of the SQL Server database available via their SFTP site. Your credit union / bank then needs to setup an automation job to delivery that backup file nightly to a location where the CFS Data Connector and restore the database and ingest the content.

Finastra Mortgage has a new cloud based version of their LOS which has an API to it. Does the CFS Insight Finastra Mortgage support integration with that version of the LOS platform?

Not yet, but please call us to discuss your goals. We are working with early adopters to develop and support this integration. Your willingness to participate can result in discounts on implementation and greater influence on the file product.

Can I link mortgage application data to mortgage servicing data if my mortgage servicing data is in my core or in another specialized mortgage servicing platform?

Yes. If the Credit Union licenses a mortgage servicing data connector with CFS Insight, we support the ability to link your Mortgage LOS data to your mortgage servicing data.

Technical Details

Following summarizes the technical details of CFS Insight’s Finastra Mortgage Origination Data Connector:

Data is sourced from a nightly backup of the Finastra Mortgage SQL Server database that can be downloaded via SFTP connection offerece by Finastra Mortgage.
Example Dashboards available in Power BI and TIBCO Spotfire.
Data model supports modeling of custom setup in Finastra Mortgage database for users, branches and products.
The Data Connector can be deployed on a Microsoft SQL Server 2014 or higher database.

Other Mortgage Lending Products

Midwest Loan Services Data Connector

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Analytic Model

CFS Loan Risk Model

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- CFS Data & Analytic Products

The CFS Insight way to unlocking your credit union data

Data connectors and CFS analytical models are just tools. To succeed, your data initiative needs the right process to handle the preparation, detailed integration, and well planned training and support. The CFS process will help guide your project to successful implementation and adoption.

CFS Insight Process

Step 1

Discovery Call & Demo

Start with a quick discovery call followed by a customized demo. CFS will seek to answer specific questions and show how the CFS process will apply to your data needs.

Step 2

Review Agreement

Work with the CFS Insight team to define goals and project requirements. Develop a scope of work and review with any other key stakeholders and make adjustments.

Step 3

Onboard & Prerequisites

As your team works on required prerequisites defined in the agreement, CFS will onboard to your technology environment and begin preparing for implementation.

Step 4

Implement, Train, Support

CFS will Implement the data connectors and analytic models, provide your team with training, help push your new solution to production, and provide you with dedicated ongoing support and consultation

- How CFS Insight can guide you

Ready to make better data driven decisions?

CFS Inight’s process will guide you and your team into a better understanding of your data. Once your systems are connected, CFS will help you create productive ways to access, analyize, and model your data. So the question is — how can we help?

Education

You want to learn more about how you can get more out of your data?

Take Action

You know what you want and you’re ready to chat?

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Your Credit Union Community.

- About CFS Insight

Why CFS Cares About Credit Unions

Credit unions want to serve their communities well. Their community may be a region, organization, or identity. But, not matter what their community looks like, credit unions want to see the their people thrive.

That’s why for more than a decade CFS Inisght has helped credit unions like your’s not only survive, but thrive!

Finastra Mortgage Origination Data Connector

Common Use Cases

Common Questions

Technical Details

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