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How to Qualify Your Loan Servicing Partner

Read Time 1 mins | Written by: Tom Myers

Our loan servicer evaluation template makes it easier to select the right partner for your unique needs.

Finding the right third party loan servicer is no easy task. The process requires gathering and evaluating a wealth of critical information in multiple areas, and there’s a lot at stake for your business.

That’s why we’ve built a loan servicer evaluation template to make the process easier. You can use this document as a tool to gather information about potential partners during your Request for Proposal (RFP) and final selection process. The template includes a list of key questions to ask in each of the following critical areas:

  • Company Overview – what questions to ask in order to better understand who the prospective partner is, both as a team and in the greater business world.
  • Operations – what information to request to get a detailed look at the servicing company’s operational capacity and methods of operations to determine if they are a good fit.
  • Onboarding & Implementation – what you should ask to better understand the company’s onboarding and implementation methods, and whether their protocols and systems are in sync with your project and timeline.
  • Compliance – how to get a detailed look at the company’s ability to comply with Federal, State, and Local laws and generally accepted guidelines when it comes to loan servicing technologies, security, and privacy.
  • Client Support – what questions to ask to get details about the company’s client support and relationship management systems and best practices.

Concord has the expertise to manage every aspect of your loan operations. As a leading loan servicer with more than 30 years of experience, we deliver compliant, flexible, and scalable solutions to meet your unique needs. Contact us today at (866) 493-6393 or

Download the Guide today!

Tom Myers

20+ years in finance, with a passion for solar, home improvement, and state energy. Deeply rooted in the evolving capital market landscape, I'm all about building trust, brand, and tech-forward solutions. Let's connect!