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Docutech Expands Management Team with Three New Vice President Hires

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IDAHO FALLS, Idaho, September 6, 2017–Docutech, the leading provider of document and compliance technology for the mortgage, home equity and consumer lending industries, continues its growth with key appointments to its management team. The company has hired Brian Sargent as vice president of product management, Rachel Bloomer as vice president of human resources and Emily Shapiro as executive vice president of professional services.

As VP of product management, Sargent will lead the entire product organization team, including project managers, analysts and UX designers, and will be responsible for overseeing the company’s product strategy and business roadmaps with a focus on driving continued rapid growth, increased revenue and enhanced usability. Sargent brings over 16 years of experience in product management working with high-growth technology companies to his role at Docutech, including management-level positions at Limelight Networks, GoDaddy and Symantec.

“Docutech has a proven track record of offering world-class document and compliance technology with the goal of continual innovation and expansion,” said Sargent. “I’m looking forward to the opportunity to spearhead the company’s product development so we can continue optimizing our solutions to provide the best experience for our customers and help move the entire industry closer to fully digital lending becoming the standard.”

In her role as VP of human resources, Rachel Bloomer will oversee all of the company’s HR needs, including recruitment, compensation planning, performance management, succession planning, benefits administration and HR compliance to ensure that Docutech has the right HR strategy and programs to support its growth plans and drive a performance-based and customer-focused culture. Rachel brings nearly 20 years of experience in all aspects of human resources to the Docutech team. Before joining the company, she served as senior director of human resources for Ipro Tech and prior to that, first assistant vice president and human resources consultant for MidFirst Bank, among other positions.

“I’m passionate about creating a constructive workplace that promotes collaboration and accountability and that ultimately celebrates employees’ professional and personal development while still making sure they enjoy coming into work every day,” said Bloomer. “Docutech shares similar ideals, and I’m excited to be able to continue to steer the company’s culture in a positive direction so that all of our employees and the company as a whole will be able to thrive.”

As EVP of professional services, Emily Shapiro will head the implementations, integrations, project management office and fulfillment departments and all related activities. Shapiro brings 19 years of mortgage and leadership experience to the role, having led wholesale and correspondent mortgage sales and operations departments as well as post-closing, servicing, training, underwriting and global operations organizations. Her most recent roles prior to Docutech include senior executive consultant at Transaction Dynamics and senior vice president of loan administration at Prospect Mortgage, LLC.

“I strive to create a collaborative, performance-based environment that drives results by developing and redesigning processes and tools that will better assist my teams,” said Shapiro. “I’m very much looking forward to being a part of such a dynamic, cohesive team and to build on the success that Docutech has already achieved.”

“We are excited to welcome three new key leaders to the Docutech team, especially considering the experience and expertise Brian, Rachel and Emily bring in their respective areas,” said Amy Brandt, president and COO of Docutech. “With their arrivals, we can continue improving our products, operations and in-house environment to ensure that Docutech is ideally positioned for success.”

About Docutech

Founded in 1991, Idaho Falls-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign 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, Veri-Tax Streamline Day 1 Certainty™ Process for Lenders

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IDAHO FALLS, ID AND IRVINE, CA, August 11, 2017 – Docutech, a top provider of document and compliance technology for the mortgage and consumer lending industries, and Veri-Tax, a leading national verification provider, have expanded their integrated services to enable lenders to easily obtain the tax transcripts needed to enroll in Fannie Mae’s Desktop Underwriter® (DU®) validation service. Once enrolled in DU, lenders are able to receive Fannie Mae’s Day 1 Certainty, which frees them from representations and warranties for validated loan components.

Veri-Tax is authorized to provide 4506-T tax transcripts through the Fannie Mae DU validation service. By expanding the integration between Veri-Tax and Docutech, lenders that use Docutech’s ConformX platform can easily satisfy Fannie Mae’s requirements by placing and retrieving tax transcript orders seamlessly within ConformX, where borrower information is already stored, while shortening the loan process by days.

Fannie Mae’s DU validation service is designed to provide its customers with enhanced loan origination controls, improved processes and certainty around the borrower’s income, asset and employment information. When a lender opts in to use the DU validation service and obtains an eligible verification report from a vendor such as Veri-Tax, DU will use the data on the report to validate the borrower’s information and provide the lender with Day 1 Certainty for the loan.

With the partnership between Veri-Tax and Docutech, lenders are able to use ConformX to submit tax transcript requests through Veri-Tax for simple 4506-T fulfillment, saving several days in the loan process.

Docutech President and Chief Operating Officer Amy Brandt said, “We’ve been very pleased with the success of the ongoing partnership between Docutech and Veri-Tax. Our integrated service allows shared customers to easily satisfy IRS requirements by automating the verification process and enabling lenders to place and retrieve tax transcript orders within our flagship software ConformX, where borrower information is already stored.”

Veri-Tax CEO of Customer Happiness Nick Lim added, “We are pleased to enrich our partnership with Docutech, especially as we’ve become a Fannie Mae authorized report supplier. We believe the combination of our ‘customer happiness’ differentiation and the innovative Fannie Mae Day 1 Certainty benefits  the robust Docutech platform and offers compelling value of protection, speed and efficiencies for our shared customers.”

About Docutech
Founded in 1991, Idaho Falls-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign 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.

About Veri-Tax LLC
Veri-Tax is a leading national verification specialist helping loan originators, underwriters, loan processors and other clients meet the elevated compliance and regulatory standards in the mortgage, consumer credit, alternative lending, education and other industries. We provide a suite of fast and reliable ability-to-pay solutions, including 4506-T Income Verification, Verification of Employment, SSN Verifications and Asset Reports. Our “customer happiness” culture ultimately differentiates us and drives our relentless customer-oriented organizational focus, commitment and execution. For more information, visit the company’s website at  www.veri-tax.com or follow them on social media at LinkedIn, Facebook, or Twitter @VeritaxLLC Or, call our Customer Happiness Team at (800) 969-5100 to learn more.

Santander Bank Selects Docutech’s™ ConformX™ to Optimize Loan Processing Efficiency with Compliant, Automated Document Generation

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IDAHO FALLS, IDAHO, JULY 25, 2017 – Boston-based Santander Bank is now live with Docutech’s ConformX, the leading dynamic document generation and compliance technology for mortgage, home equity, and consumer lending. Using ConformX as part of its mortgage loan processing allows Santander to increase efficiency, reduce the cost of maintaining compliance and enable the convenient, secure, electronic transmission of loan packages to clients.

“ConformX ensures that Santander is complying with all applicable regulatory requirements while helping us deliver a superior customer experience to our clients,” said Joseph Monk, Chief Information Officer at Santander Bank. “By generating compliant mortgage loan documents locally, we will be able to deliver them to our customers quickly, securely and electronically, providing them with the added convenience of being able to review them anytime and anywhere.”

In less than five months, Docutech seamlessly integrated ConformX with the Bank’s current Loan Origination Software (LOS) on an expedited schedule. The technology is also being integrated as part of Santander Bank’s upcoming migration to Empower, Black Knight’s premier LOS.

Serving 15 of the top residential mortgage lenders, ConformX enables lenders to generate dynamic loan documents, provide SolexTM eSign functionality anytime, anywhere, through any device, and provide the most robust LOS Pushback architecture to integrate efficiently to the industry’s leading LOS vendors. Docutech’s attorneys and legal experts work with investors and key regulatory agencies to maintain the most accurate updates to changing regulations and investor requirements, ensuring lenders remain compliant with the latest regulations.

“Lenders not only need robust technology solutions to drive their business forward, they also need partners who can ensure that the implementation and integration with existing platforms runs efficiently,” said Ty Jenkins, CEO of Docutech. “We strive not only to provide powerful and modern document technology solutions, but to also deliver outstanding integration, implementation, and ongoing support that lenders such as Santander Bank can leverage to optimize their day-to-day operations as quickly as possible.”

 

About Santander Bank

Santander Bank, N.A. is one of the country’s largest retail and commercial banks with more than $83 billion in assets. With its corporate offices in Boston, the Bank’s 9,500 employees, more than 650 branches, 2,100 ATMs and 2.1 million customers are principally located in Massachusetts, New Hampshire, Connecticut, Rhode Island, New York, New Jersey, Pennsylvania and Delaware. The Bank is a wholly-owned subsidiary of Madrid-based Banco Santander, S.A. (NYSE: SAN) – one of the most respected banking groups in the world with more than 125 million customers in the U.S., Europe, and Latin America. It is managed by Santander Holdings USA, Inc., Banco Santander’s intermediate holding company in the U.S. For more information on Santander Bank, please visit www.santanderbank.com.

 About Docutech

Founded in 1991, Idaho Falls-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign 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 Expands Operations with New Scottsdale, Ariz. Office

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IDAHO FALLS, IDAHO, May 23, 2017 – Docutech, the leading provider of document and compliance technology for the mortgage, home equity and consumer lending industries, announces its operation expansion with the opening of a new office in Scottsdale, Arizona. In addition to the corporate headquarters in Idaho Falls, Idaho, the new office will serve to support the company’s growth initiatives with key roles in Operations, Finance, Sales and Marketing.

Leading operations for Docutech is newly appointed President and Chief Operating Officer Amy Brandt, who holds more than 20 years of executive level experience in the mortgage and software industries. As President and COO, Brandt oversees daily operations, including business strategy and optimization, innovation, product development and execution, go-to market strategies, and client and employee growth and retention.

“Docutech is committed to continuing to innovate and provide the technology and services needed to help drive the digital evolution of the mortgage and consumer lending industries,” said Brandt. “Our operations expansion into the Scottsdale market is a reflection of our commitment to support the digital evolution of the industry and the growth of our leadership position.”

Docutech’s innovative solutions enable lenders to quickly generate and customize loan documents, significantly reduce operational costs, improve overall productivity, and optimize the customer experience. Docutech’s flagship solution, ConformX™, is a document generation engine that integrates with Loan Origination Service (LOS) platforms to seamlessly produce compliant loan origination documents. In addition, ConformX offers lenders a range of complimentary technology capabilities to optimize the lending process and improve compliance, including SolexTM eSign enabling documents to be signed anytime, anywhere, through any device.

“At Docutech, we are driven to deliver best-in-class enterprise digital lending document and compliance solutions and service. We carefully selected Scottsdale, Arizona for the expansion of our operations given the area’s depth of industry talent,” said Brandt. “We are thrilled to be part of this community and look forward to ongoing growth and to continue to serve the evolving needs of the lending industry and their customers.”

Docutech’s new office will be located in the Lincoln Towne Centre building at 4250 N. Drinkwater Blvd. in Old Town Scottsdale.

 

About Docutech

Founded in 1991, Idaho Falls-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign 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 Names Amy Brandt as President and COO

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IDAHO FALLS, IDAHO, May 11, 2017 – Docutech, the leading provider of document and compliance technology for the mortgage, home equity and consumer lending industries, has named Amy Brandt as its new President and Chief Operating Officer. In this role, Brandt will be responsible for leading all aspects of daily operations, including sales, customer support, marketing and product development.

Bringing more than 20 years of mortgage and software industry experience to Docutech, Brandt most recently served as President of Originations and Corporate Technology at New Penn Financial. At New Penn Financial, Brandt oversaw all origination channels, including direct-to-consumer products, third party originations and retail. Prior to New Penn Financial, Brandt served as Chief Operations Officer of Prospect Mortgage, where she enhanced day-to-day operations and transformed the lender’s technology infrastructure.

“Docutech has experienced significant success by providing industry-leading document and compliance services to financial institutions over the past two decades,” said Ty Jenkins, founder and CEO of Docutech. “As we continue to expand our product and service offerings as an enterprise lending solutions leader, Amy brings the leadership and expertise needed to optimize Docutech’s operations to better serve our customers and realize our growth potential.”

In addition to her executive career, Brandt is currently a Board Member of Sun to Water Technologies, and she is a Scholar Rescue Fund Advisory Board Member with the Institute of International Education. She is a former Board Member with Source Corp Inc. and a former Board Member and Capital Founder with Bluebeam Software Inc. Amy is also the former Chair of Your Music America and was a Federal Housing Policy Council Member with the Financial Services Roundtable. Brandt holds a Juris Doctorate from Arizona State University College of Law and a Bachelor of Arts in Political Science from the University of Southern California.

“Docutech is well-positioned to be the premier provider of enterprise-wide lending solutions to financial institutions of all sizes,” Brandt said. “I look forward to leading Docutech to provide the highest level of value, service and innovation to banks and lenders in the coming years.”

About Docutech

Founded in 1991, Idaho Falls-based Docutech offers a wide range of document technology solutions for mortgage, home equity, and consumer lending from document generation to eDelivery, eSign 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.