Manage Your MSP Reports

Your servicing reports, captured, organized, and working for you.

Serving Mortgage Servicers Since 1989

No CPU Charges

Immutable Audit Trail

SOC 2 Compliant

Mortgage servicing runs on reports. Month-end, default processing, investor reporting, reconciliation, the data your platform produces is the data your business runs on. But that output is notoriously messy, expensive to query, and scattered across systems the moment it’s generated.

OCIE brings the whole report lifecycle into one place. Every servicing report gets captured, archived, made searchable, and put to work, so your team spends less time wrangling reports and more time acting on them.

The MSP report problem

Servicing teams that are  asked to do more with less keep hitting the same walls:

Output lands in different systems and formats, with no single secure place to find and retrieve it.

Queries on servicing data can generate unexpected costs, forcing access and usage limits.

Pulling and validating reports of tens of thousands of pages is slow, manual, and error-prone.

Servicing records are subject to retention and examination, so “good enough” storage isn’t.

One platform for the full report lifecycle

OCIE’s Information Management Suite centralizes mortgage servicing information into one secure location, with the functionality to do something useful with it.

Capture reports from any source, any format.

OCIE’s Enterprise Report Management accepts servicing reports from any system, in any format, for long-term, secure archival. The built-in report viewer gives your team fast tools to view, search, and share any report.

Extract data without the meter running.

DataDigger automates extraction from even the most complex servicing reports, with no CPU charges and no dependency on costly third-party query tools.

For the full extraction story, see Extract Data Without Click Charges →

Combine data across reports and over time.

When you need to pull data elements from multiple reports into a single output, or track a figure across months, DataStore collects extracted data into a hosted SQL database you define. Use it to feed a corporate data warehouse, run your own BI tools, or generate a daily extract on your terms.

Additional business logic and presentation tools can be used to enhance the output in Microsoft Excel.  And because OCIE archives the source report behind every extracted element, you can always trace a number back to its original production source.

Route and manage documents with a full audit trail.

OCIE uses metadata, auto-indexing, and retrieval to move documents through your business processes, with an airtight audit trail on every step.

Automate the routine

Schedule recurring report tasks to run off-hours or trigger automatically when a new report loads, so month-end work is ready before anyone arrives.

Mortgage Solutions

Facing rapid growth that doubled its portfolio to over 518,000 loans, a mortgage servicing company needed a faster way to process millions of monthly report pages. Their legacy tools were expensive, slow, and took up to three days to validate critical business data for local and remote employees.

To solve this, they implemented OCIE® and DataDigger®, an enterprise document management and extraction system. The software allowed staff to quickly search, mine, and export complex report data into tools like Excel without needing programmers or paying per-run extraction fees.

The new system dramatically improved efficiency across all departments, cutting multi-day processing tasks down to less than a day while reducing software costs and significantly improving speed for remote teams.

“The previous tool we used didn’t necessarily work and it would take forever to run. For example, at the end of the month I’d have to look at one particular report, tens of thousands of pages, and it would take all day,” recalled Bill Norton, Systems Analyst. Norton continued, “I would have to do five or six different validations and it used to take me three days, maybe more. Three days is a long time. Now, with OCIE and DataDigger, I get done within a day and still have time to do other things. OCIE is a tremendous speed enhancement — it just makes my day a lot easier. It’s super-fast.”

Common Questions

Any source, any format. OCIE is built to ingest servicing output regardless of the system that produced it.

No. DataDigger extractions carry no volume or per-use fees, unlike the query tools bundled with many servicing platforms.

Yes. DataStore is built for exactly that, pulling elements across multiple reports or tracking them over time in a customer-defined SQL database.

Always. OCIE archives the original source report behind every extracted data element, so you can verify any number against its production source.

Yes. Records are stored immutably with a full audit trail, retention enforcement, and multi-level access control.

See your reports working harder

Bring a servicing report title your team handles today. We’ll show you how OCIE captures, organizes, and extracts from it, in a 30-minute demo.

No commitment required. Most demos take 30 minutes.