ConformX Features

• Web-based Enterprise Application
• Dynamic Workflow Control
• Tight Security Enforcement
• High Cost Loan Check
• Predatory Lending Check
• XML-based Document Technology
• Custom Documents
• Warranted Document packages
• Configurable Automated Defaults
• Secure E-mail Document Delivery
• eMortgage - Category 1 Smart Document eNote
• Barcodes for Automated Document Imaging

Web-based Enterprise Application

ConformX is a web-based enterprise solution that can be accessed with any internet connection 24/7. All you need is Adobe Acrobat Reader, Windows 2000 or newer, and you can generate closing documents to be delivered anywhere! From any location you can collaborate with lending branches all over the country.

Reliability and Scalability

ConformX can handle your volume! It doesn't matter if you process hundreds or even thousands of loans each month. Our load-balanced architecture allows us to easily add hardware as needed. So, as your business grows, our compliant document packages will consistently meet your demand. With our redundant SAS70 certified Data Centers, ConformX will never go down. In addition, DocuTech maintains a comprehensive Business Continuity Plan. This translates into ZERO down-time. To learn more please read our Reliability and Scalability White Paper.

Dynamic Workflow Control

You don't have enough time to constantly monitor all of your closers.  With ConformX you don't need to, because it can automate virtually everything.  ConformX incorporates automated system defaults, rules-based data population, and 100% compliant document packages that only include the documents you need. 

No more worries about whether or not your closer made the right decision.  ConformX eliminates the need for a decision to be made.  Give ConformX a try and eliminate human errors today.

Tight Security Enforcement

ConformX authentication security features include:

• Password expiration requirements
• Password change history enforcement
• Password complexity requirements
• Secure SAS70 certified Data Centers
• 128-bit SSL encryption

Controlled Data Access

Have you ever had a loan data discrepancy between the document system and your LOS?

ConformX allows you to prevent your closers from modifying critical data outside of the LOS. All data is imported and the rest is automated, so the user can be prevented from making important loan data modifications when it leaves the LOS. The closer must go back into the “system of record,” make the change(s) and re-transmit the loan to ConformX.

Documents

XML-based Document Technology

Have you seen documents where the data fields accidentally print on top of the form text? Antiquated document printing systems commonly run into this problem.

Our documents are built on the latest XML technology and converted to PDF for printing. This allows the data in the form to flow nicely with no data size restrictions. All data points are emphasized in bold and a different font type so that each loan value can be easily found for auditing purposes.

Custom Documents

DocuTech is the industry leader in providing custom documents to Lenders! In addition to our 100% compliant standard document packages, DocuTech also provides custom document services. Send us a copy of your custom form and we will match it!

Images and Logos

Would you like to include a logo or image on your custom forms? No problem. DocuTech’s XML based document technology easily handles images so that your documents have that extra professional touch.

Warranted Document Packages

ConformX isn't limited to just closing documents.
Check out our list of fully compliant and warranted document packages!

• Closing Documents
• Initial Disclosures - Federal and State (Let our Fulfillment Center mail these out for you)
• Loan Modification Agreements
• Adverse Action Letters (Let our Fulfillment Center mail these out for you)
• HELOC Loans
• Government FHA and VA Loans

Configurable Automated Defaults

ConformX can auto-populate any field according to your business rules. Simply specify the circumstances under which the value should be set and ConformX will apply the default according to your specifications.

Secure E-mail Document Delivery

ConformX incorporates the highest levels of security when transmitting documents via email. The document package itself is transferred to a secure web hosted location. The email recipient then receives notification that the documents are available at a specific URL. To access the documents the recipient must visit the web site and answer loan-specific security questions. If the questions are answered correctly the recipient can print the documents to their local printer or save them to file. After 3 failed attempts to answer the questions correctly, the document package is locked and becomes inaccessible to anyone. To unlock the package the closer can go into ConformX and release it and the recipient can try again. Last of all, the documents are only stored on the securely hosted location for 7 days.

eMortgage

Are you going paperless? Have you heard about the potential profit margin increases with eMortgage solutions?

ConformX generates PDF documents compatible with virtually any eSign provider and generates Category 1 Smart Document eNotes. Our eNotes meet all MERS and Fannie Mae requirements.

DocuTech, a MISMO member since 2002, has actively participated in the MISMO Origination and eMortgage workgroups. We know the eMortgage process and are currently working to further automate a solution to make your life easier.

Barcodes

Throw away your barcode stickers and cover sheets and eliminate chances for human error.  With the ConformX automated barcode solution, your documnts are immediately ready to be scanned.  ConformX allows you to setup your barcodes in minutes and there is NO EXTRA CHARGE!

DocuTech's dynamic barcode solution allows virtually any barcode content and the barcode size can be configured to work with any scanner.

ConformX supports 30f9, Code128, and PDF417 barcode formats and is compatible with most document capture and imaging systems including DelMar's DocumentTrac, Axacore, and Kofax.