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  • Automate Your Initial Disclosure Workflow from Start to Finish

    The traditional paper-based process for creating and delivering Real Estate Settlement Procedures Act (RESPA) disclosures is time-consuming and costly. Moving to an automated document generation and e-delivery solution provides an opportunity for you to reduce costs and remain competitive in a challenging mortgage market.

    One Solution Handles Your Entire Initial Disclosure Workflow

    Introducing Disclosure Manager®—a complete solution for automating your initial disclosure process from generation of compliant document packages and secure electronic document delivery to borrowers, to outsourced print and paper fulfillment. Disclosure Manager is built on Wolters Kluwer Financial Services proven technology solutions and is highly customizable offering you flexibility to choose the functionality that best supports your disclosure workflow.

    With Disclosure Manager you can outsource your initial disclosure process to a trusted provider that can provide consistency, scalability, and guaranteed regulatory compliance.

    Experience the Benefits

    • Reduced costs by eliminating paper, printing, labor, and shipping
    • Improved pull-through rates with faster document delivery with e-disclosures
    • Increased loan volume capacity with streamlined workflow
    • Competitive advantage through better service
    • Frees up resources to focus on revenue generation
    • Greater security and regulatory compliance with tracking functionality and reporting

    Making eDisclosures work for you

    Make eDisclosures work for you - B Story
    A best practice guide to improving pull-through rates, ensuring RESPA compliance and reducing cost per loan. Read more

    Your end-to-end solution for RESPA compliance

    Disclosure Manager offers a complete solution for managing your loan disclosures and meeting RESPA requirements. Here's how.

    • Document preparation platform that easily interfaces with your loan origination system (LOS) to populate customer data into compliant document packages.
    • Embedded and up-to-date VMP® Mortgage Solutions compliance content along with a robust content management engine ensures the correct compliance content is used.
    • Secure electronic delivery feature enables lenders to deliver initial disclosures to borrowers in minutes. Borrowers are immediately given the option to e-consent or e-sign the disclosure, speeding up their time to closing and locking them in more quickly as a customer.
    • Electronic delivery of the document package to our secure print and mail fulfillment center when a borrower opts out of electronic delivery or when printed initial disclosure packages are necessary. Our fulfillment center has successfully completed a SAS 70 Type II review.
    • Complete and verifiable audit trail of document transactions for RESPA compliance and reporting.