Loan servicing worklists ready for the next operating cycle.

We need account status, payments, and case records together for our daily servicing queue. Staff still prepare that context across systems. Can you build the worklist and keep the records current?

Mage

Yes. We’ll build it, check the result with your team, and keep it running.

Prepare servicing and collections queues
Review payment-posting exceptions
Refresh servicing case context
Use maintained data for answers, charts, and approved AI work

Choose one workflow to start. We’ll work out the scope and plan together.

Overview

We build it. Your team puts it to work.

Keep daily servicing queues and account context ready for the staff who use them.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared servicing queues with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which accounts have unmatched payments, chart queue readiness, and prepare approved staff follow-up steps.

Three workflows we can take off your team’s plate.

For loan servicing and collections operations leaders. Start with the output you need most, then expand when it works for your team.

Servicing queuesFrom loans and payments

Match accounts

Check status

Daily cycle

Prepare servicing and collections queuesCombine balances, schedules, payments, status, and assignments into a current staff worklist.

Tie payment references and totals to posted or unresolved records.

Focus the reviewPayment worklistsReceipts and postings

Check reversals

Review payment exceptionsMatch receipts and reversals. Show posting differences.

Case contextCase historyBefore review

Link historyCheck dates

Refresh case contextBring account history together. Keep source dates and access.

From source records to servicing queues.

Your servicing systems hold accounts and payments. We bring the remaining source records into the staff worklist, then check dates, statuses, and assignments with your owner.

Servicing queues

InputLoans and payments

RuleMatch accounts

CheckCheck status

TimingDaily cycle

OutputServicing queues

ForServicing

Start with trusted recordsReview loans and payments. Confirm case access.

Check the as-of date, approved due/status rules, and assignments.

Daily cycle

Loans and payments

Match accounts

Check status

Build around your rulesUse approved status rules. Keep decisions with staff.

Reference

Account IDsLN1042

Status dates14 Oct

ResultChecked

Prepared

Account IDsLN1042

Status dates14 Oct

ResultChecked

Check the resultCheck status and as-of dates. Verify approved assignments.

Launch servicing queuesReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep your servicing queues ready after launch.

Refresh account and payment context for each staff cycle. Missing updates and unmatched receipts stay in the servicing worklist.

Servicing queuesResult reviewed

Match accounts

Late payment extractRecovery checked

Servicing queues rechecked

Recover within the rulesHold affected account updates until the source arrives, then recheck the queue. Staff decide follow-up and servicing actions.

Check servicing queues

41account rows ready

2account rows held

Servicing queues checked

Check for exceptionsCheck accounts and dates. Verify queue assignments.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which accounts have unmatched payments, chart queue readiness, and prepare approved staff follow-up steps.

Which accounts have payments waiting to be matched?

Your systems stay. Your team stays in control.

Existing lending and case systems stay in place. Staff retain credit, collections, legal, and customer-contact decisions.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your servicing queues.

Tell us what your servicing queues must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.