The Money Source

HW Tech100

A national mortgage lender on a mission to “Grow Happiness"

The Money Source-2021 Tech100 winners-mortgage

The Money Source’s (TMS) Servicing Intelligence Made Easy (SIME) is raising the bar with real-time transparency and performance optimization for a lender’s servicing portfolio. All made possible with SIME’s Chatbot, 4-D Customer Intelligence, integrated images and recorded calls, real-time reports which result in customer service levels, portfolio performance and customer lifetime value, making it the best technology available. At the beginning of the pandemic when many lenders were not prepared to go fully remote, technology like SIME provided TMS the ability to quickly transition to a work from home environment and hire an additional 50 team members in the process due to SIME’s cloud-based technology.

  • TMS has doubled the amount of clients this year to a total of 46
  • As of late June, 6% of MBA GSE loans were in forbearance, compared to the 2% of TMS Serviced GSE loans
  • 11% of MBA GNMA loans were in forbearance vs. the 9% of TMS Serviced GNMA loans

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Company HQ:

Meriden, CT

3d rendering of a row of luxury townhouses along a street

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