Wolters Kluwer Financial Services | Document Services

 

Workflow Automation

The mortgage market is getting more complex. Regulators consumer groups are demanding rigid compliance from organizations like yours. Whatever your doc prep needs are, we can help you manage it all.

Our Document Preparation solution allows you to choose the functionality you need, such as outsourced data entry, integrated document generation, secure electronic delivery, and paper fulfillment.

Use our Document Preparation to automate initial disclosures, closing packages, loan modifications, standard construction loans, home equity lines of credit, and reverse mortgages. And, by automating your lending process, you save your staff from hours of manually preparing documents. You lower costs and increase productivity by reallocating resources to revenue-generating activities.

Document Preparation’s automated workflow offers the following benefits:

  • Borrower information is pulled directly from your loan origination system into the loan package
  • Redundant data entry is eliminated
  • Accurate document packages are assembled based on regulatory, jurisdictional, and lender requirements
  • Loan documents are securely sent electronically
  • Borrowers can immediately e-consent or e-sign on disclosures and loan documents
  • Robust tracking, auditing, and reporting capabilities
  • Backup paper fulfillment and proof of delivery when e-delivery isn’t an option