Document Management

Document/Form Library & Doc Wizard Tool

Getting docments and packages filled out and signed is a difficult task for many businesses.

With our software you will have a full library of industry forms, disclosures, HUD statements, 1003, etc... ready to go that pre-fill your customer information. Most come in E-signature ready format. You can also submit your own custom packages to us, and we will add it to your account. Lastly, you can create your own dynamic packages with the doc wizard tool. Basically, you can copy and paste the template and insert the tags in the template to pre-fill client or bank information. It's that easy and fast!


Sample Documents and Packages:

  • Fax Cover Sheet
  • 4506-T
  • Legal Contract
  • Income/Expense Sheet
  • HUD Statement
  • Disclosures
  • Hardship Affidavits
  • Loan Determination
  • Loan Summary
  • 1003
  • Investor Package
  • Proposals/Offers
  • Schedule of Real Estate
  • Payment Form
  • Document Checklist
  • Welcome/Thank You Letter
  • Servicing Agreement

E-sign Technology   WATCH THE E-SIGN VIDEO

The document library comes with several packages and forms pre-built to auto-populate borrower information and are E-signature ready. Additionally, you can send us your loan agreements or custom packages and we will add it to your library for all users to access. With one click, a full loan agreement/package can be sent to borrowers, where all they have to do is review and E-sign through the browser by typing their name or drawing their signature.


Send multiple docs out via E-mail or Fax.

You can easily and quickly send out docs to the client with a built in email system and fax system. The system will track when the email was sent per client and can also show you when a package was viewed. You can also sort and bind your signed docs and uploaded docs into one complete PDF package with ability to watermark the specific pages with borrower info, SSN, loan #, Address, etc...


Custom Documents and Packages

We charge on the average $100-$300 per package, depending on the number of pages and number of dynamic pre-populated fields.

Centralized Document and File Management

All users can easily upload and centrally access documents and files on a per case basis, while the permission settings control when and how the docs are accessible. We allow for unlimited storage of docs, which meets many compliance requirements for law offices and financial regulations.

Coming Soon- Integrations with DropBox and Google Drive. Contact Us today, to let us know you want that integration.