ConformX Desktop Features




Client or Client Server Application

ConformX Desktop is compatible with virtually any business network architecture. Whether you utilize centralized servers, stand-alone PC's, or a Citrix solution, ConformX Desktop will work for you. Our team of implementation specialists can assist you in adapting ConformX Desktop to meet your IT requirements.

Ready-to-Use Loan Products

DocuTech's team of compliance experts have researched, designed, and tested 100% compliant document packages for over 250 investors. These loan products are backed by DocuTech's comprehensive compliance warranty. Simply select the investor, the investor's loan product and complete your loan. When your loan is complete, your 100% compliant documents are generated.

HELOC Loans

With absolutely no setup time you can be ready to process HELOCs. ConformX Desktop is pre-configured to automate HELOC fee mapping, calculations, and document packages for you.

Loan Templates

Are you tired of entering the same data again and again? ConformX Desktop eliminates the redundant data entry by offering loan templates. With ConformX Desktop you can create default values for any loan type and avoid having to re-enter the data on every loan. Simply import the loan and then select the template defaults that you wish to use. Cut your data entry time in half!

Secure Email Delivery

ConformX Desktop instantly delivers your documents to the Title company for you! No more busy phone lines when fax machines are in use. No more documents getting mixed with other faxes.

ConformX Desktop incorporates tight security as it sends an email "link" to the Title company where the package can be printed locally and according to their schedule. This is especially useful in the event that a loan needs to be updated and documents regenerated. Quickly send the updated documents and the Title company can print them within minutes.

Correspondent Lending

ConformX Desktop allows you to close your loan in the name of any Lender you work with. This information can be setup as defaults to avoid "typos" and repetitive data entry.

Data Integrity Validation

A suite of data validations are run against every loan. These rules are based on standard mortgage industry compliance guidelines. Before printing your loan, run the data validation and be confident that the loan data on your documents will be correct the first time.

Mortgage Documents Provider | Closing Documents Provider

Features Benefits Preview Compliance Training Requirements Downloads ConformX Desktop News
Click here to schedule a personal Docutech demo
“DocuTech's team is AWESOME! Everyone has been and continues to be very helpful and responsive to any concerns that we have. DocuTech's customer service and attitude are superior. The transfer to DocuTech was very easy and quick.” Donna Schaffer Lakeland Regional Mortgage