Automated loan
servicing & collectionsLoan servicing & collections

Mage connects your loan systems, builds reusable domain knowledge, and applies your servicing rules to automate loan servicing and collections

Funded loans

Payment feeds

Lender rules

Case records

Board accounts

Prepare cases

Track due dates

Post payments

Route outcomes

Outcomes

Servicing ledger

Case worklists

From funded loan to documented account outcome

Delinquency triageThree accounts evaluated

LN-1046Payment pending
LN-1048Open hardship case

Held accounts go to the exception log

Delinquency Triage
A daily worklist brings eligible accounts forward and keeps the reason for each hold visible.

Payment allocationLN-1031 · Settlement PMT-813

Settled payment: $240.00
Principal: $205.00
Interest: $35.00

Matched to the servicing ledger

Payment Posting
A reconciled posting record shows how a settled payment was applied and ties the allocation to the servicing ledger.

Hardship review packetLN-1048 · Case HR-084

Borrower request: Linked
Balance and payment history: Reconciled
Reviewer decision: Pending

Assigned to the hardship team

Hardship Review
Review-ready case files bring the borrower’s request, balance, and payment history together for an authorized decision.

Talk to sales

Service more loans with less manual work

Capacity

Less time
preparing queues

Track preparation time per 100 accounts, including the time staff spend reviewing holds.

Timeliness

Fresher
worklists

Measure how quickly payment or case changes appear in the worklist or exception log.

Quality

Fewer repeat
investigations

Track how often staff reopen payment exceptions for missing or conflicting evidence.

How Mage fits

Keep servicing and collections in sync

Match loan balances, payment activity, and case restrictions so posting records, collections worklists, and hardship packets reflect the same account status.

Your systems

Servicing system

LoanPro balances and due dates

Payment feeds

REPAY settlements and returns

Case records

Zendesk hardship and dispute tickets

The workflow between your tools

1Match loan records
2Apply your rules
3Route work and exceptions

Your teams & tools

Posting records

LoanPro allocations and exceptions

Collections queues

Salesforce review queues

Hardship packets

SharePoint evidence packets

Explore enterprise

An account register ready for review

See what posted, what closed, and which cases still need action. Trace each account’s status back to the payment, payoff, or case evidence.

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Loan data

Due date

Payment

Case file

Rules

Payment posted$240.00LN-1031 Settlement PMT-813
Active
Principal
$205.00
Interest
$35.00
Payoff reconciledLN-1052 · Settled payoff
Closed
Referral acceptedLN-1059 · Approval and agency receipt
Referred
Hardship review pendingLN-1048 · Case HR-084Hardship decision remains with the servicing team.
On hold

Learn

Map your account data

Map where loan balances, due dates, payment status, and case holds are recorded.

Design

Define routing rules

Agree on payment cutoffs, when to hold accounts, and who reviews each exception.

Automate

Launch and verify

Validate the register against known cases, then schedule it for servicing staff.

What would you automate in loan servicing?

Tell us where work gets held up, from boarding funded loans or transfers to handling payment exceptions, hardship cases, or recovery.