mortgage lenders

Our pre-configured cloud document management allows your organization to immediately use Docunym for your mortgage documents.

Mortgage lenders and servicers

Docunym has out of the box configurations for the mortgage servicing industry:

• Loan Based Document Types
• Commonly used Loan Document Workflows
• Secure Investor Access to Documents
• Secure Storage and Automatic Disaster Recovery

Immediately use Docunym for your mortgage servicing needs

In addition to all the power and functionality of Docunym, this pre-configured system will be usable out-of-the-box with the following functionality:

Secure Investor Access

• Investors can be setup with access to the system that allows them to access only their loan portfolio information.
• Granular security controls can be granted by your administrators.
• Internal users can be assigned only to those loan portfolios, documents, and workflows that they need access to.

Regulatory Compliance

• Workflow processes that determine if loans do not have the required documents. These loans can be sent to specified departments and users for follow-up.
• Loan documents are easily accessible when needed for audit purposes, or investor and customer requests.
• All data is encrypted end-to-end, including while at rest.
• All actions are logged in a reportable audit trail.
  

Reporting

• The system dashboard gives managers a real time overview of all workflows and processes.
• Users can develop custom reports for the KPIs that are critical for management without the need for help from developers or IT resources.
• Reports can be downloaded into Excel format.

Integration with Other Systems

• Open web services to tie in your Loan Servicing System to Docunym
• Document images can be used directly by your Borrower Portal