Whatever your document needs, we can help.

With Document Services, you can streamline processes, maximize resources, and reduce turnaround times all while using the industry’s compliance standard. Best of all, you can implement the solutions quickly to be up-and-running immediately without additional investment in staffing, resources, or technology.

Using our Document Services also relieves you of the resource-intensive administrative functions that make up the documentation process. Functions such as data entry, document generation, and delivery can be costly and time-consuming Outsourcing allows you to shift your focus to the more critical aspects of your business without losing control. Below are just a few examples:

• Mortgage closing packages
• e-Disclosures to the borrower
• State and Federal reporting
• 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
• Loan modification packages
• Pre-foreclosure notification workflow management
• Any other confidential communications

Request More Information | Contact Us 

Know it's right the first time

When it comes to document preparation, you can’t afford to compromise on compliance. Our Document Preparation solution interfaces with your existing loan origination system (LOS)—receiving 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 properly, based on regulatory, jurisdictional, and your specific requirements. Also, 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.

SDX Secure Document Exchange can be accessed directly through the system allowing you to seamlessly take advantage of secure e-delivery and print fulfillment capabilities along with the document generation.

Learn More | Request More Information 

Industry-leading e-delivery solution

SDX Secure Document Exchange is a simple and secure way to electronically transmit important information and confidential documents over the Internet—and eliminate paper, printing and shipping fees in the process. Designed especially for the financial industry, SDX addresses various legislative requirements, such as Gramm-Leach-Bliley (GLB) and Sarbanes Oxley SOX).

SDX Secure Document Exchange employs the strongest security measures available to the industry to keep content safe and secure during transmission. It also ensures that all borrower data is encrypted at all times. Rights-managed access supports security at the role and user level, and works seamlessly with internal or external users. Environments (fax and data centers) are SAS70 Type II compliant.

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. The convenient fax-back capability also allows documents to be faxed to the system—where they are immediately received, imaged as a PDF file, and attached to the original message.

And, the robust tracking, auditing, and reporting capabilities allow you to see status updates and review the specific trail each message took.

A best-of-class solution, SDX is scalable for your organization, requires no hardware or software installation, and can quickly be configured for collaborative two-way communications. You get greater flexibility, improved efficiency and a competitive advantage in every area of your business.

Learn More | Request More Information 

Integrated fulfillment for flexibility when you need it most

In the event a package times out or a recipient opts-out of e-delivery, documents can be automatically routed to our SAS 70 certified fulfillment center to be printed and mailed. There may also be times with print mail is the preferred or even required method of communication. 

Either way, we’ve got you covered.

From printing and assembling to managing and distributing, your documents can be processed through us with the assurance of 99.9 percent accuracy. Our dedicated and well-trained staff—with years of experience in the industry—are committed to serving your organization. And, we adhere to the Lean Six Sigma philosophy with a focus on quality and continuous improvement.

Wolters Kluwer has extensive controls in place to secure your customer data and documents in our fulfillment center. Our environment for producing and mailing your confidential materials is equipped with digital printers for on-demand production and same-day shipment when you need it. Orders are tracked throughout the production process to assure prompt handling and timely delivery.

Professional printing/binding - Our in-house printing professionals produce single- and multi-part compliance forms, brochures, and multi-color print pieces—complete with binding, folding, cutting, collation, and booklet production capabilities. And, of course, our flexibility in design, color, and materials ensure professional-looking results that meet your branding standards and print specifications.

We can even accommodate highlighting and tabbing of signature areas to make it as easy as possible for the recipient. This process has been proven to significantly improve completed documentation and return ratios for our clients.

We work with all of the major carriers (FedEx, UPS, and the United States Postal Service) to provide flexible shipping options that meet your requirements. We even manage the certified mail process, from delivery and reporting to storage and retrieval services. 

Regardless of delivery method, our robust reporting module tracks and reports on all transactions within the generation and fulfillment process, creating an audit trail you can use to validate compliance. That’s what we call peace of mind.