Data Processing Built for Mortgage Brokers

Standardize borrower data, normalize addresses for HMDA compliance, and classify entities across your loan pipeline — all from a simple CSV upload. Processing that used to take days now takes minutes.

$1.2M

Average HMDA-related fine for data quality violations

CFPB Enforcement Actions, 2023

34%

Of loan files contain address format inconsistencies

MBA Data Quality Survey

12 min

Average time to process 5,000 borrower records with BackOffice Scripts

Problems Mortgage Brokers Face Every Day

HMDA reporting headaches

Home Mortgage Disclosure Act reporting requires standardized addresses, correct entity types, and clean borrower names. Non-compliant data leads to regulatory scrutiny and potential fines.

Inconsistent loan file data

Borrower names come in dozens of formats — joint applications, trusts, LLCs. Each needs to be parsed and classified correctly before entering your LOS.

Address standardization for rate sheets

Accurate addresses determine rate territories, flood zones, and title search areas. Non-standard address formats cause misquotes and processing delays.

Duplicate borrower records

The same borrower appearing with slight name variations across multiple files creates confusion in pipeline tracking and CRM systems.

Recommended Scripts

HMDA season used to be a nightmare. We'd spend weeks standardizing address data. BackOffice Scripts cut that to hours.

Compliance Director

Mid-size mortgage lender, 2,000+ loans/year

Frequently Asked Questions

Does the Address Standardizer format for HMDA compliance?

Yes. It normalizes addresses to USPS standard format and splits them into structured fields (street, city, state, ZIP) — exactly what HMDA LAR filing requires.

Can it handle joint borrower names?

Yes. The Name Parser detects joint names like 'John and Mary Smith' or 'Smith, John & Jane' and splits them into individual borrower records with first/middle/last for each person.

How do I classify trusts and LLCs in my loan files?

Upload your CSV with a name column. The Entity Type Classifier will identify each record as Individual, Joint, Trust, LLC, Corporation, Partnership, Government, or Nonprofit — with a confidence score.

Is the data processing GLBA compliant?

Yes. We process data in isolated environments, encrypt everything in transit and at rest, auto-purge files after your retention period, and maintain full audit logs. Our infrastructure (Vercel + Supabase) is SOC 2 Type II certified.

Ready to clean your data?

Start with 100 free records. No credit card required.