ConformX Benefits


  • Close more deals, faster – reduce transaction time
  • Reduce operational costs
  • Customize documents quickly, accelerate speed to market

Accurate & Compliant

  • Ensures document accuracy
  • TRID-compliant document solution
  • Value-added compliance services

Optimized experience

  • Solex eSign & eDelivery
  • Streamlined document packages

Seamless & Secure

  • Integrated with leading LOSs
  • Flexible implementations, responsive, problem-solving service
  • Industry-leading security

ConformX UCD Services

Ensuring the data matches the document

The Federal Housing Finance Agency (FHFA) requires the delivery of the Uniform Closing Dataset (UCD) with all conventional loans submitted to Fannie Mae and Freddie Mac to support the Consumer Financial Protection Bureau’s (CFPB) Closing Disclosure.

Certified by both Fannie Mae and Freddie Mac, ConformX can generate the UCD XML file from the same data at the same time that the CD is created.

Benefits of ConformX UCD


  • Efficient data integration and exchange
  • ConformX automatically embeds the CD
  • Reduces errors


  • ConformX ensures that the data matches the document
  • UCD is built from the same data at the same time that the CD is created
  • Both Borrower and Seller data provided with combined CD

Seamless & Secure

  • LOS Pushback
  • UCD can be generated in “Lights-On” or “Lights-Out”
  • SFTP remote document delivery

HELOC and Personal Loan Document Generation

Powering Remodeling Dreams

The Leading Indicator of Remodeling Activity finds annual gains in home renovation spending will surge from 6.3 percent in the fourth quarter of 2017 to 7.7 percent by the third quarter of 2018.[1]

Given the strengthening of the US economy, low inventory of for-sale homes, and healthy gains in home equity, over the coming years homeowners are projected to spend in excess of $330 billion to improve their existing homes.

Download our solution brief and learn how Docutech, the brand you know for dynamic mortgage origination documents, can also streamline your HELOC and unsecured personal loan document generation.

[1] Source: “Growing Momentum Expected for Remodeling Spending,” Joint Center for Housing Studies of Harvard University (October 19, 2017)
Income Verification

HELOC Doc Package

  • A template agreement available for use in all 50 states, customizable to your requirements
  • Includes all required state and federal disclosures
  • Functions as standard security instrument for 50 states
  • Docutech maintains and updates HELOC document agreements providing warrantied coverage

Personal/Consumer Loan Doc Package

  • A template agreement for unsecured personal/consumer loans for use by state licensed lenders in all 50 states, customizable for specific use
  • Includes disclosures required by state and federal law that are not contained in the standard consumer loan agreements