FOR MSR INVESTORS

Connect your portfolio to the next mortgage conversation.

For mortgage servicing rights (MSR) investors: connect the portfolio’s homeowner experience, servicing partners and appointed recapture teams.

Request a demo See how it works

Your team stays close. The homeowner chooses the next step.

HomeCo AdminYour brand workspaceMC

Portfolios

One view. Clear responsibilities.

North portfolioSouth portfolio

HomeCo · North portfolioExperience and partner assignments

Homeowner experienceHomeCo Portal

Servicing teamOak Servicing

Mortgage conversationsAssigned lending team

Home servicesSelected network providers

The right team, for this portfolio.

Brand, servicing, recapture and reporting responsibilities stay connected to the assigned book.

Portfolio, brand and partner coordinationProduct concept · fictional example

The relationship at work

The asset has a homeowner on the other side.

Homeowners see a familiar brand, and purchase and refinance requests are easier to route to the right lender. Haven connects your servicer, recapture lender and partners, with clear roles and reporting.

A request the homeowner chooses to sendThe details they chose to share go with it.

The homeowner

“I’d like to explore my next mortgage.”

Chooses what to share

Permission checked. Request sent. Purpose & permissions

Who receives it

The appointed recapture team

Why they reached out: The chosen goal
What happens next: A clear response

The reply comes back to where the homeowner asked.

Illustrative connection. Information is shared for the homeowner’s chosen purpose.

The relationship behind the asset

A recognizable experience for the homeowner.

A portfolio includes ongoing homeowner relationships. Connect the brand, servicing experience and useful next steps while preserving the identity and responsibilities of each assigned book.

A home surrounded by a leafy garden — The everyday homeowner experienceProduct concept · fictional example

An explicit recapture path

Connect the opportunity to the team equipped to act.

Keep the receiving lender and follow-up responsibilities clear for each portfolio. Who takes part, where requests go and who gets credit all follow your agreement.

HomeCo AdminYour brand workspace

Relationships

A reason to reconnect.

To follow upIn conversationPlans

Jordan LeeHomeCo homeowner · Contact requested

New

“We’re thinking about a home with more outdoor space next year.”

What matters: More space, a comfortable monthly budget
Timing: Exploring the next 12 months
Shared by Jordan: Goal, timing and contact preference

Prepare a follow-up

Follow up using your current toolsA clear request, with the details they chose to share

A loan officer’s relationship workspaceProduct concept · fictional example

Homeowner continuity

Keep a familiar experience connected to the portfolio’s brand and servicing setup.

An appointed recapture path

Define the lending team and follow-up responsibilities for the portfolio.

Clear reporting

See where requests went and who gets credit, based on your agreements.

See how a homeowner’s request reaches the right team in the interactive demo.

See how it works