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🔧 Wolters Kluwer OneSumX for Mortgage

Wolters Kluwer OneSumX for Mortgage

A comprehensive solution for regulatory reporting, risk, and finance.

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Overview

Wolters Kluwer's OneSumX for Mortgage is part of a broader suite of solutions designed to help financial institutions manage their regulatory and risk management obligations. The mortgage-specific offerings provide tools for compliance with regulations such as HMDA, CRA, and fair lending laws. The platform integrates data from various source systems to provide a single, unified view of compliance and risk, enabling institutions to produce accurate regulatory reports and effectively manage their compliance programs.

✨ Key Features

  • Regulatory Reporting (HMDA, CRA)
  • Fair Lending Analysis
  • Data Management and Validation
  • Risk Assessment and Management
  • Regulatory Update Services
  • Document Management

🎯 Key Differentiators

  • Deep domain expertise in regulatory compliance and risk management.
  • Global presence and a large, diverse client base.
  • Integrated platform that connects finance, risk, and reporting.

Unique Value: Offers a trusted and comprehensive solution for managing regulatory reporting and compliance, backed by the deep expertise of a global leader in the field.

🎯 Use Cases (4)

Preparing and submitting accurate HMDA and CRA reports. Conducting fair lending analysis to identify and mitigate risks. Aggregating and managing data for compliance and risk management. Staying up-to-date with the latest regulatory changes.

✅ Best For

  • Automating the HMDA and CRA reporting process to save time and reduce errors.
  • Using advanced analytics to identify potential fair lending issues.
  • Centralizing compliance data for improved oversight and control.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Real-time, pre-fund loan auditing
  • eClosing and digital mortgage solutions

🏆 Alternatives

ICE Mortgage Technology ComplianceEase QuestSoft

Provides a more integrated and holistic approach to risk and compliance management compared to point solutions that focus on a single regulation.

💻 Platforms

Web API

🔌 Integrations

Major core banking and loan origination systems API

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing
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