AI Overview

La DP sollicite des propositions pour une Solution d'origine de courtage hypothécaire qui servira de plaque tournante centrale pour toutes les activités d'origine hypothécaire, prenant en charge les expériences omnicanales et s'intégrant aux systèmes existants.

Information de base

Numéro de Référence

00004807359

Organisation émettrice

ATB Financial

Type d’appel d’offres

DDP - Demande de proposition (Formel)

Numéro d’appel d’offres

AB-2025-07292

Titre

Mortgage Broker Origination Solution

Code d’identité d’origine

SCRIBE

Détails

Emplacement

Alberta

Type d’achat

Non-mentionné

Dates

Publication

2025-11-25 10h24:00 HNE

Date de fermeture

2026-01-12 16h00:00 HNE

Information du contact

Carolynn Hexspoor

chexspoor@atb.com

Description

The intent of this RFP is to identify one or more Proponent(s) with whom ATB may enter into negotiations regarding a Formal Agreement for the provision of a Mortgage Broker Origination Solution (MBOS). The MBOS must be the central, unified hub for all mortgage origination activities, integrating seamlessly with ATB's CRM, core banking systems, and external POS systems. This approach must support a unified omni-channel experience across all channels, including broker-assisted, team member-assisted, and direct-to-consumer. Beyond processing loans, the desired solution must prioritize and promote ATB’s offerings, strategically fostering an ecosystem approach that actively facilitates the cross-selling of related Real Estate Secured Products and Loan Protection (Creditor Insurance) at key points in the origination journey, thus maximizing client value and driving our focused lending product strategy. The scope of this RFP covers the complete future-state functionality: from self-service configuration and templated document generation, through origination, advanced AI/ML-driven scoring/adjudication, decision-making, funding, and comprehensive integration management. ATB may be interested in other related services the Proponent may offer for supporting an end-to-end mortgage origination solution, not solely the broker side.

Afficher davantage

Dérogation All amendments to the associated notice, including amended documents, plans and specifications (where applicable), are issued on purchasing.alberta.ca. MERX asks that you refer to the purchasing.alberta.ca notice for these amendments. MERX stipulates that potential bidders may also be required to register with the buying authority as a bidder/plan taker. The contact information can be found within the notice abstract.