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MBA Technology Solutions Conference & Expo 2019

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Join us at MBA’s Technology Solutions Conference, the industry’s premier tradeshow focusing on today’s technology solutions. Talk with leading mortgage technology experts and vendors like Docutech as you strategize for the future and learn about the latest technologies to help you grow your business.

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Ellie Mae Experience 19

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Join us at Ellie Mae’s annual user conference, Experience 19. Talk to us about the newest approaches for originating more loans, lowering costs, and reducing time to close.

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The Mortgage Collaborative 2019 Winter Conference

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The Mortgage Collaborative’s Winter Conference at the JW Marriott, Austin promises a unique opportunity to network with like-minded professionals from the mortgage industry. As the Preferred Doc Partner of this mortgage cooperative, you’re afforded exclusive pricing on dynamic doc generation, eSign, and eClosing solutions from Docutech. Join us to learn how we can help you optimize efficiency and delight your customers.

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Maxwell Integrates Docutech’s ConformX into Digital Mortgage Platform for Convenient, Compliant Disclosure Management

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SCOTTSDALE, AZ, Dec. 21, 2018 – Docutech, the leading provider of document, eSign, eClose and print fulfillment technology, today announced its latest integration with digital mortgage provider Maxwell. The integration will provide a seamless disclosure management experience, including the generation, delivery and signature of mortgage disclosures.

Leveraging Docutech’s ConformX dynamic document generation engine and Solex eSign platforms, lenders using Maxwell’s digital mortgage solution can provide borrowers with single sign-on access to electronically receive, review and sign all disclosure documents throughout the loan lifecycle. The integration reduces loan origination time and costs while improving data quality. At the same time, lenders can offer their borrowers the benefit of receiving, reviewing and signing disclosures at their own pace via any web-connected device.

“Lenders can do their best work when empowered with innovative tools that make their workflow more efficient while providing an outstanding customer experience to borrowers,” said Maxwell co-founder and CEO John Paasonen. “By integrating Docutech’s innovative products into our platform, we’re continuing to provide a comprehensive, seamless user experience to lenders and their borrowers directly, removing unnecessary friction from the mortgage experience.”

Docutech’s ConformX platform ensures that all disclosures are compliant with federal, state and local regulations. Combined with Maxwell’s digital lending platform, lenders can make the loan origination process more efficient, meet all compliance requirements and still provide the outstanding customer service and innovative products borrowers demand.

“Consumers are embracing and demanding more digital options in all of their financial needs,” said Amy Brandt, president and CEO of Docutech. “At the same time, digital tools must enhance the personal element during the mortgage experience. This integration between Docutech and Maxwell unites two innovative solutions working to accelerate the adoption of digital mortgage technology into the mainstream.”

 

About Maxwell

Maxwell empowers mortgage lenders to be more connected, productive and successful by intelligently automating their workflow with homebuyers and real estate agents. The platform is used by hundreds of mortgage lenders, banks and credit unions nationwide to serve their homebuyers and real estate agent partners every day. Founded in 2015, Maxwell is a member of the Mortgage Bankers Association and The Mortgage Collaborative. The company is proud to be built in Denver, Colorado.

Connect with Maxwell:

https://www.himaxwell.com

https://www.facebook.com/maxwellHQ

https://twitter.com/ilovemaxwell

About Docutech

Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign, eClose and print fulfillment. The company sets the standard in providing market-proven technology and unrivaled customer service to the financial industry. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations. For more information, visit the company’s website at www.docutech.com or follow them on social media at LinkedIn or Twitter @Docutech.

 

Docutech and Tavant Announce Integration for Digitally-Focused Loan Origination Process

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SCOTTSDALE, AZ, Dec. 12, 2018 – Docutech, the leading provider of document, eSign, eClose, and print fulfillment technology, today announced its collaboration with Tavant, the leading digital mortgage products and platforms company to provide lenders and borrowers with a more efficient and digitized mortgage origination experience.

Docutech’s ConformX dynamic document generation engine and Solex eDelivery and eSignature technology will be integrated into Tavant VΞLOX digital lending platform enabling a more modern, digital mortgage experience. Through this integration with FinConnect, a component of VΞLOX, lenders can seamlessly select Docutech as their document provider for a streamlined document integration process.  Likewise, borrowers will be able to electronically receive and sign disclosures anytime on any device through Solex by way of Tavant’s consumer direct portal – FinXperience Consumer.

According to results published in the J.D. Power 2018 U.S. Primary Mortgage Origination Satisfaction Study, customer satisfaction with primary mortgage originators is up 10 points (on a 1,000-point scale) in 2018. This is driven in part by increased customer utilization of digital and mobile channels.  The integration of Docutech and Tavant optimizes the way in which customers can quickly and easily receive, review, and sign initial disclosures and supporting documents in the mortgage origination process.

“We are excited to partner with Docutech to provide a seamless, touchless and transparent experience for borrowers and mortgage lenders,” said Sarvesh Mahesh, CEO of Tavant. “This integration will digitally enhance overall customer experience.”

Tavant VΞLOX is the industry’s leading AI-powered digital lending platform that maximizes the use of data-driven processes in the automation of the loan origination life cycle. Its components include FinConnect, a mortgage data and services hub that connects the internal and external systems of the mortgage network.

“As the drive for a full end-to-end electronic mortgage process continues, Docutech remains dedicated to providing innovative solutions designed to optimize the mortgage experience for both lenders and borrowers,” said Amy Brandt, president and CEO of Docutech. “By integrating with Tavant, we further emphasize this focus on not only enhancing the work of our customers, but also the mortgage industry as a whole. Steps like these will assist in more widespread adoption of a universal digital mortgage process rooted in transparency, efficiency and accuracy.”

 

About Tavant VΞLOX

Tavant VΞLOX is the industry’s leading AI digital platform that maximizes the use of data-driven processes in the automation of the loan origination lifecycle. It brings true digital disruption to the mortgage industry with an immersive omnichannel experience and high-velocity execution: from loan discovery to loan funding to loan servicing.

About Tavant Technologies

Headquartered in Santa Clara, California, Tavant Technologies is a digital products and platforms company that provides impactful results to its customers across North America, Europe, and Asia-Pacific. Founded in 2000, the company employs over 2500 people and is a recognized top employer. Tavant is creating an AI-powered intelligent lending enterprise by reimagining customer experiences, driving operational efficiencies and improving collaboration. Find Tavant Technologies on LinkedIn and Twitter.

About Docutech

Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign, eClose and print fulfillment. The company sets the standard in providing market-proven technology and unrivaled customer service to the financial industry. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations. For more information, visit the company’s website at www.docutech.com or follow them on social media at LinkedIn or Twitter @Docutech.

 

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NEXT – The women’s mortgage technology summit.

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Twice a year, dozens of senior mortgage executives take the stage at NEXT to share how they navigate the industry’s most current and pressing issues — from compliance and audits to marketing and production. NEXT delivers competitive intel you can’t get anywhere else. See who’s spoken at NEXT.

 

Schedule your personalized cost savings, ROI analysis and product demo.

In minutes we can show you how much you can save by moving from paper closing processes to hybrid or even full eNote eClose! Just fill out the brief form below to set up your appointment.

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Docutech eBook, Expert Available: Understanding the Trends Regarding Technology In 2018

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What:  The lending process is quickly growing with innovative technology in the ultimate pursuit of a complete digital mortgage. While that end goal is in sight, there has been a recent push, by millennials in particular, causing an upgrade to the front-end of the origination process. This has led to dramatic cost savings in regards to eClose and gives lenders flexibility when it comes to building tech infrastructure.

Adjusting and incorporating these new technological advances into the mortgage sphere allow for increases in productivity and improvements in customer service. In Docutech’s latest eBook, the latest lending trends are discussed and analyzed in order to understand just how the inclusion of said trends can positively affect the mortgage space as a whole.

Who:  Harry Gardner, Docutech’s executive vice president of estrategies, is available to provide expert commentary on how organizations can utilize lending technology to assist in creating an electronic mortgage experience. Gardner also can provide deeper discussion on the major points detailed within the white paper, including:

  • Lender focus to become as “e” as possible;
  • Improving the customer experience through integrated point-of-sale solutions; and
  • Digitizing the backend to optimize efficiency and expedite secondary market purchase

eBook:   To read the full book, download Lending Technology Trends 2018

Contact:   To schedule an interview with Harry or request a byline contribution contact:

Sean McCormick, 678.781.7210 or sean@williammills.com
Stephen Sprayberry, 678.781.7207 or Stephen@williammills.com

 

About Docutech

Founded in 1991, Idaho Falls, Idaho and Scottsdale, Ariz.-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign, eClose and print fulfillment. The company sets the standard in providing market-proven technology and unrivaled customer service to the financial industry. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations. For more information, visit the company’s website at www.docutech.com or follow them on social media at LinkedIn or Twitter @Docutech.

 

Docutech President and CEO Amy Brandt Selected as 2018 HW Vanguard Award Winner

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SCOTSDALE, AZ, Dec. 4, 2018 – Docutech, the leading provider of document, eSign, eClose, and print fulfillment technology, today announced that president and chief executive officer Amy Brandt has been recognized by HousingWire as a winner of the publication’s fourth annual HW Vanguard Awards.

The annual awards program recognizes key executives across the housing finance industry for their outstanding leadership and contributions to their companies, as well as the dynamic ways in which they are changing the industry as a whole. Selected by HousingWire’s editorial board, this year’s 52 winners are comprised of leaders representing multiple sectors of the housing space including residential mortgage lending, servicing, investing and real estate.

“As the Vanguards award program continues to grow and to be more successful, the entry point gets tighter,” said Jacob Gaffney, editor-in-chief of HousingWire. “These winners are truly the best Vanguards in the mortgage finance industry, and they all deserve the highest honor in the space.”

As Docutech’s president and CEO, Brandt was recognized by this year’s HW Vanguard Awards for her more than two decades of proven leadership and success within the mortgage, software, technology and financial services industries. Since joining Docutech, Brandt has successfully driven the organization’s strategic vision and growth initiatives by introducing innovative products, entering new market segments and identifying valuable partnerships.

“As we continue to see the mortgage landscape change and evolve, Docutech has remained at the forefront of the industry by providing dynamic technology offerings to address the issues facing today’s lenders and borrowers,” said Brandt. “It is a great honor to be recognized as an HW Vanguard Award winner alongside many of the industry’s most well respected leaders as we collectively strive to further enhance the future of the housing space.”

 About Docutech
Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign, eClose and print fulfillment. The company sets the standard in providing market-proven technology and unrivaled customer service to the financial industry. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations. For more information, visit the company’s website at www.docutech.com or follow them on social media at LinkedIn or Twitter @Docutech.

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MBA’s Independent Mortgage Bankers Conference 2019

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MBA’s Independent Mortgage Bankers (IMB) Conference is the largest annual gathering of IMB leaders in the nation. This must-attend event is created for IMBs by IMBs and takes place in downtown San Francisco, the perfect location for executives to connect.

 

Schedule your personalized cost savings, ROI analysis and product demo.

In minutes we can show you how much you can save by moving from paper closing processes to hybrid or even full eNote eClose! Just fill out the brief form below to set up your appointment.

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Docutech and Glance Networks Announce Integration for Personalized Borrower Experience

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SCOTTSDALE, AZ, Nov. 29, 2018 – Docutech, the leading provider of document, eSign, eClose, and print fulfillment technology, today announced its collaboration with Glance Networks, a leading provider of visual engagement solutions including cobrowsing, screen sharing, mobile app sharing, and live agent video to enable organizations to better engage with their customers.

Lenders can now join their customers in the browser and guide them through the digital loan origination experience, courtesy of Glance’s cobrowsing functionality integrated with Docutech’s eDelivery and eSignature solutions for initial disclosures. The combined solution enables lenders to deliver a personalized, white-glove service experience and close more loans.

Recent findings in the Total Economic Impact of Glance Visual Engagement Platform, published by Forrester Consulting, identified key quantifiable benefits of visual engagement technology, including increased customer satisfaction, customer loyalty, and customer transaction conversion. The integration of Docutech and Glance will allow for borrowers to have a more streamlined and user-friendly experience while giving lenders the opportunity to create stronger relationships with their customers.

“Docutech’s mission to remove guesswork and customer frustration from a complex and stressful digital experience is familiar territory for many of Glance’s financial services clients,“ said Tom Martin, CEO of Glance Networks. “The Glance integration complements Docutech’s mission. It enables lenders to transform customer frustration into completed transactions and the opportunity to grow lifelong customer bonds.”

“Finding the right balance of digital technologies and personal interaction is key to success in the digital mortgage age,” said Amy Brandt, president and CEO of Docutech. “Enabling lenders to see what the customer is seeing in the digital environment and offer guidance and personalized service as needed through Glance cobrowsing is incredibly valuable. Lenders understand that they are in the relationship business and that fostering the relationship with the customer to consistently deliver delight is our collective priority.”

 

 About Glance Networks

Glance Networks transforms the customer experience by enabling visual engagement for today’s enterprise. We are one of the world’s simplest, most reliable and secure solutions that empowers companies to see, show and share anything online, creating a frictionless path to great experiences in sales, support and service. The result of Glance visual engagement technology is improved customer satisfaction, long-term customer loyalty, higher service center efficiency, and increased revenue growth. Glance Partners include Salesforce, ServiceNow, Moxie, Zendesk, Microsoft, and Docutech. For more information, please go to https://ww2.glance.net/

About Docutech

Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign, eClose and print fulfillment. The company sets the standard in providing market-proven technology and unrivaled customer service to the financial industry. Docutech’s knowledge and solutions empower lending professionals to efficiently produce accurate loan packages in all 50 states to ensure compliance with constantly changing laws and regulations. For more information, visit the company’s website at www.docutech.com or follow them on social media at LinkedIn or Twitter @Docutech.

 

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