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Residential Lending Services

Improve your borrower satisfaction and increase quality control by leveraging our dedicated team of experts that utilizes advanced technology to deliver seamless and efficient services.

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Empowering your business with our lending expertise

Our solutions


We offer outsourced lending services, including loan underwriting and servicing. We personalize all documents, borrower emails, and communications to reflect your brand, incorporating your logo, taglines, and company colors, and ensuring your tone of voice is maintained. Mortgage loans are also registered under your name. 


Outsourced underwriting and servicing

Our team of experienced underwriters in prime, non-prime and non-conforming lending will underwrite your deals based on your policies and guidelines.

Loan administration

Designed specifically for you – with your logo, tag line and your company colours – Intellifi gives you a branded member experience for all your customer facing documents.

Back up loan servicing

Intellifi offers back up servicing support for lenders, giving you the support you need to ensure your customers are taken care of.

Customer service

Our dedicated team of customer service professionals delivers an exceptional experience to your clients.

Reporting

Intellifi provides you with the reporting you need to stay up to date with your portfolio. Included in our suite of available reports are origination reporting, investor reports, service level statistics, and customer specific data.

Why partner with us?


Enhanced customer experience 
with a dedicated project team


Increased flexibility and scalability to accommodate loan fluctuation volumes


Risk reduction and quality 
control, while saving costs


Approved administrator by CMHC, Sagen 
and Canada Guaranty

"MOR RS1" servicing rating 
by DBRS

CSAE 3416 Certified


Our leaders

Vice President and Managing Director, Residential Services
Tara Somerset
Tara oversees our Residential Services team. With more than 22 years of management and executive experience in operations, Tara has a deep background in mortgage lending and servicing, and in her current role, she is responsible for a variety of operations including underwriting, servicing, loss mitigation, and investor relations. In addition, she oversees the project and training teams for Intellifi’s BPO customers. Prior to joining CMLS Financial in 2015, Tara held executive roles with several leading organizations in the residential mortgage industry. Tara was elected to the Mortgage Back Securities Investor Association (MBSIA) Board of Directors in October 2020 and re-elected in 2021 to the Executive Board as Treasurer.
Associate Vice President, Residential Services
Matthew Talbott
Matthew oversees enterprise business opportunities, developing strategy and roll out plans, and identifying gaps in technology and process flows. He acts as the liaison between department end-users, technical analysts, IT analysts, consultants, and partners to support our clients’ change management strategies. Prior to joining CMLS Financial in 2016, Matthew spent 14 years in residential servicing, business analysis, project management, funding, underwriting, quality assurance and sales in the residential mortgage finance industry. He is also a licensed Mortgage Broker in the Province of Alberta. 

Ready to get started?

Let’s start a conversation about how Intellifi can make your business better today and future-ready for tomorrow. 

Get in touch