Case Studies
Shea Mortgage Saves Time Using ConformX
Shea Mortgage (Aliso Viejo, Calif.) is a lender that primarily serves borrowers purchasing homes built by Shea Homes in seven states. When the company decided to outsource document services, they needed a system that would integrate smoothly with their current loan origination system (LOS), Del Mar DataTrac®, and provide security checks for compliance. At the recommendation of Del Mar, Shea Mortgage investigated DocuTech and its compliant mortgage services.
More...GSF Mortgage Corp.
GSF Mortgage Corp. is a full-service mortgage company based in Schaumberg, Ill. with more than 20 locations nationwide. As the company’s loans increased in 2005, GSF became displeased with its previous document provider’s inability to consistently provide updated and compliant documents. As a result, GSF began searching for a new provider. At the recommendation of the lender’s LOS provider, DataTrac®, GSF investigated DocuTech and its ConformX document and compliance solution.
More...Steward Financial Inc.
Steward Financial Inc Closes More Loans Daily with ConformX. Carlsbad, Calif.- based Steward Financial, Inc., a mortgage wholesale lender, needed a document preparation solution that was flexible enough to provide a variety of documents and interface seamlessly with their loan processing software. The lender began looking for a solution that could also easily and securely. In 2005, Steward Financial converted to ConformX, a Web-based solution that transforms an Internet connection into a 24 hour loan origination or closing office, and successfully implemented it. Steward Financial’s challenges were best met with DocuTech’s ConformX, because it could create documents with minimal...
More...Pinnacle Financial: Avid User of DocuTech
In 2003, Pinnacle Financial began evaluating its loan origination system (LOS) and related technologies with an eye on operating efficiencies and integrations. This evaluation included an in depth look at document preparation, which at the time was DocuTech’s DT Classic. A DocuTech customer since 2003, Pinnacle Financial decided to upgrade to ConformX in 2005. ConformX is DocuTech’s Web-based document solution. ConformX accelerates the closing process through document management and by guaranteeing compliance. ConformX can be customized to meet a wide variety of vendor requirements and it insures compliance through automatic calculations, data safeguards and advanced document verification. ConformX works behind the scenes to create full document packages with...
More...Cherry Creek Mortgage Reduces Closing Costs Using ConformX
Founded in 1987, Greenwood Village, Colo.- based Cherry Creek Mortgage, with annual volume of more than $2 billion, sought a customizable loan processing system to improve front end origination and increase overall efficiency. In spring of 2001, Cherry Creek Mortgage purchased ConformX, a Web-based solution that transforms an Internet connection into a 24-hour closing office, and successfully implemented it by fall of that year. Within two months, ConformX was live. As DocuTech provided upgrades, Cherry Creek Mortgage continued to implement improved versions of the software, increasing efficiency with each…
More...Pathway Financial
Southfield, Mich.- based Pathway Financial, LLC, a provider of full line mortgage loans, had a need for an efficient document preparation solution that met with current and future compliance standards and provided a seamless software interface. In June 2004,Pathway Financial purchased ConformX, a Web-based solution that transforms an Internet connection into a 24-hour loan origination or closing office, and successfully implemented it in July 2004. Pathway Financial’s challenges were best met with DocuTech’s ConformX, because it could create Web-based and customized loan documents with a compliance guarantee...
More... Back Next“DocuTech has always been very responsive and very willing to work with us as a partnership rather than viewing us simply as a customer. When we were evaluating our technology systems and procedures, DocuTech stood out as a company we must continue to work with. ConformX is the solution that meets the needs of Pinnacle Financial.”
