Outsourced document preparation

When it comes to documentation preparation, you can’t afford to compromise on compliance. Our Document Preparation solution interfaces with your existing loan origination system (LOS) to receive your transaction information for documents and generate a compliant document set for the transaction you need.

Robust content management, forms, and rules engines—along with embedded, up-to-date VMP® Mortgage and Wolters Kluwer Financial Services standard compliance content—help ensure the correct documents are assembled based on regulatory, jurisdictional, and your specific requirements. And, our extensive library of standard documents and business rules are fully customizable to accommodate the unique transaction variables often associated with loan documentation.

Wolters Kluwer Financial Services Document Preparation employs a fully integrated, change management technology to guarantee that the myriad of regulatory changes that occur almost daily are correctly and systematically implemented. The updated content is distributed to all impacted documents throughout your system—and across multiple channels and business units—with minimal impact to you.

Enterprise-class compliance document management

Expere® Integrated Enterprise (IE) is a specialized business service that manages all aspects of compliance documentation—from automated document selection, assembly and packaging to content management, testing and deployment tools. It offers a single warranted compliance knowledge base that’s shared by all of your systems to help ensure closing packages are consistent and compliant across channels. 

We monitor regulatory changes carefully and update the knowledge base on an ongoing basis to ensure your documents remain in sync with the latest criteria. 

The system provides an unprecedented level of compliance, technology, and control.This allows you to streamline workflows and remove bottlenecks that slow down the process, reduce compliance risks, lower costs and improve efficiency by automating all your internal documentation processes. Which all translates into greater customer satisfaction.

Whatever your document needs, we can help

Securely send and receive messages or documents electronically via SDX Secure Document Exchange. SDX employs industry-leading security, including PKI encryption and multi-level user authentication, to keep communications safe. Or, if you prefer, our SAS 70 certified fulfillment center can print, assemble and ship out documents directly to your borrowers. Either option can be tracked for easy reporting. 

Experience the compliance difference

A market-leader in providing innovative and trusted regulatory compliance solutions, Wolters Kluwer Financial Services has more than 50 years of mortgage compliance experience. We are proud to be part of and backed by Wolters Kluwer, the third largest information services company in the world.

More than 15,000 financial services organizations look to us to help address their compliance needs. Our services are supported by an extensive staff of compliance experts and mortgage professionals, not to mention a team of more than 70 attorneys and compliance consultants who focus solely on monitoring regulatory issues and trends on the federal, state, and local levels.

We continually examine and monitor each of the following resources to bring you complete compliance updates:

• Regulatory bodies Government agencies
• Federal/state entities
• Local governments
• Large/small investors
• Loan product managers
• Legal counsel
• Other sources

By working with us, you can rest assured that you are receiving the most widely trusted and accepted forms in the industry, backed by our comprehensive warranty that covers:

• Standard VMP Mortgage Solutions and Wolters Kluwer Financial Services documents
• Data validation we perform
• Data mapping we perform
• Package rules we maintain
• Calculations we perform