The 21st-century cloud-based QC audit platform built by audit professionals — for audit professionals. Fully configurable, zero IT overhead, powered by customized BI Reporting tools.
Five steps. One platform. Complete visibility from data import to final report.
Insight is built around your QC plan, not the other way around. Your admin configures workflows, access levels, and question sets to match exactly how your team operates — and can update them mid-cycle without disrupting active audits.
Fully configurable to your QC plan
Rule-driven with version control
Corrective action tracking
Structured defect resolution
Insight RDM uses customized mortgage QC platform BI Reports — embedded directly into the application. Your team gets world-class analytics without leaving the audit environment.
The same business intelligence platforms used by the world's largest financial institutions — embedded natively in your QC workflow.
Re-verification processing is one of the most time-consuming tasks in mortgage QC. Insight centralizes and automates re-verification activities — saving time and money on every audit cycle.
Using proprietary e-sign technology, QC teams can send re-verifications to be verified, signed, and returned electronically — increasing overall return rates at no additional cost.
Insight doesn't exist in a silo. It connects bi-directionally with your LOS, pulls data from third-party services, and pushes findings back — so your QC program lives inside the mortgage ecosystem your team already uses.
Every person responsible for reporting the dynamics of their audit cycles loves Insight Intelligence — the capability, the ease of creation, and the visual appeal of industry-leading BI tools, all without leaving the platform.
Real-time visibility into loan production. Defect trending. QC cycle performance. All the data your leadership team demands, in dashboards they'll actually use.
See Reporting in Action Why Insight?Real-time views into your QC program as audits happen
Track defect rates and root causes over time
Build reports by user role, loan type, or date range
Share reports with leadership, investors, or regulators
Configurable workflows adapted to your QC plan. Assign and restrict access by user role. Update mid-cycle without disrupting active audits.
Rule-driven, modular questionnaires. Questions exist once, populate anywhere. Version control with full historical change logging and reversible updates.
Predictive, random, discretionary, and overlay sampling. Statistical and stratified methods. Investor-compliant selection logic built in.
Auto-filled templates, bulk ordering, TRK e-Sign (free), ISP integrations for Credit, Appraisal, VOE/VOI, Tax Transcripts. Results auto-linked to loans.
Structured workflows for defect tracking, assignment, and resolution with a complete auditable trail for investor and regulatory review.
Create and assign corrective actions for root cause analysis, self-reporting, and issue resolution — linked directly to specific audit findings.
Bi-directional integration with Encompass and other LOS platforms. Extract loan data and push audit results back with lender-specific mapping.
Bring loan data from any system using configurable templates. Export audit results in the formats your investors and regulators require.
Grant controlled access to your outsourced QC partners directly within Insight — managing permissions without creating separate system silos.
Built-in communication within the audit context. No separate email threads — every message stays attached to the relevant loan or finding.
Direct ordering from the industry's top service providers. An ever-growing network of connected vendors accessed within a single platform.
SOC 2 certified. AWS-hosted with 24/7 automated monitoring. NPPI compliant. Enterprise-grade security with zero IT burden on your team.