Credit and financial consultation; Electronic loan preparation services; Financial advisory and consultancy services; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial data analysis; Financial due diligence; Financial information; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management via the Internet; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Providing post-compliance financial reviews for the mortgage industry; Underwriting, issuance and administration of annuities

Providing internet based data capture services that enable the exchange of information via the internet from residential mortgage borrowers to institutions for use in loan workouts; Software as a service (SAAS) services featuring software using artificial intelligence for automate various functions related to loan onboarding, using machine learning algorithms to analyze and understand mortgage documents, datasets, and business rules, namely document indexing and stacking, data validation and management, rule-based validation, eligibility and compliance check, reporting, real time notification, and process automatization