Wolters Kluwer Financial Services

Use it for All Your Lines of Business and Any Time You Need Confidential Messaging

SDX Secure Document Exchange (SDX) can help you more effectively and securely communicate with your account owners, affiliates, and even internal staff members for a more efficient and progressive work environment in multiple line-of-business and administrative functions.

Learn More About SDX’s Document and Message Exchange

The two-way communication capabilities of SDX allow you to have an immediate and secure exchange of documents and data between the sender and recipient. So, even time-sensitive materials meet your regulatory and productivity requirements. And, the robust tracking, auditing, and reporting capabilities allow you to see status updates and check back on the trail each message took.

The seamless interface and email environment of SDX make it easy for all your users to log on and navigate the system, securely delivering documents of any format in seconds, shaving cost and time from important, and sometimes costly communications, such as:

  • Mortgage closing packages
  • e-Disclosures to the borrower
  • Bulk loan reporting to investors
  • Preliminary HUD-1 documents
  • Loan assumption documentation post-closing
  • Loan applications
  • Opening of accounts
  • Monthly statements
  • Account update communications
  • Sensitive internal correspondents (including HR messages)
  • Messages/packages with expiration dates
  • Any other confidential communications

SDX will help you improve customer satisfaction by moving documents through the pipeline more quickly and efficiently. Try our FREE ROI Analysis Tool and see how SDX can help you save as much as 65 percent over traditional print and shipping costs for your disclosures and closing packages!

Process Benefits
  • Collaborative, secured messaging and document exchange with full audit trail
  • Utilize industry-standard electronic signature capability
  • Improve time to close loans with faster approvals
  • Enhance borrower experience through electronic delivery of early disclosures
  • Check the status of your messages at any time
  • Conduct internal correspondence confidentially

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