ACCOUNT MANAGEMENT

Comprehensive Account Management for Loans and Leases

Concord provides account administration for lenders, investors, and capital markets participants across the full loan and lease lifecycle. From onboarding through payoff, we manage borrower records, communications, and account activity with processes designed to support data accuracy and regulatory compliance.

Our account management approach leverages our proprietary technology and serves as the operational foundation of servicing. We connect borrower interactions with payment processing, collections, and reporting to maintain consistency across portfolios.

Key Account Management Features

Customer Onboarding & Activation

Efficient onboarding processes, including account setup, welcome communications, and system integration with originators and investors.

Ongoing Account Maintenance

Management of borrower information, payment schedules, escrow balances, and account adjustments.

Customer Communication & Support

Multi-channel support across phone, web, portal, email, and SMS for inquiries, payments, updates, and issue resolution.

Payment Processing Integration

Linking borrower accounts with billing, payment processing, and collections for a streamlined servicing experience.

Delinquency & Hardship Management

Monitoring past-due accounts and administering approved modification, hardship, or workout programs.

Data Integrity & Compliance

Ongoing account audits, compliance monitoring, and alignment with CFPB, FDCPA, and investor reporting requirements.

Why Concord’s Account Management Services

Improved Borrower Experience

Proactive account support increases borrower satisfaction, reduces delinquencies, and enhances brand loyalty.

Efficient Operations

Centralized account management reduces administrative burden, improves accuracy, and ensures consistency across portfolios.

Regulatory & Compliance Confidence Scalability

Independent oversight and processes built to support consumer protection requirements and investor governance standards.

Transparency & Data Integrity

Reliable account data supports accurate investor reporting, performance tracking, and capital markets execution.

Scalability & Flexibility

Adapts to portfolio growth, new asset classes, or evolving borrower expectations without increasing internal resource strain.

Integration Across Services

Connects seamlessly with Concord’s Payment Processing, Collections & Recovery, and Reporting & Analytics to create a complete servicing solution.

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What We Do: End-to-End Credit Administration

We provide credit administration across the full lifecycle for investors, lenders, originators, and borrowers. Through proprietary technology and structured processes, we manage performance, compliance, reporting, and borrower engagement to maintain clarity and accountability across each stage.

Concord credit administration lifecycle connecting investors, funds, originators, and borrowers

Mobile Concord credit administration lifecycle connecting investors, funds, borrowers, and originators