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Description
With First American Docutech's ConformX, a robust digital engine for generating dynamic loan documents is readily available. Pioneering the use of genuinely dynamic documents, First American Docutech has set a new standard in the industry. Unlike traditional systems that rely on a fixed library of forms, ConformX integrates seamlessly with top loan origination platforms, allowing lenders to create documents driven by data that fulfill specific requirements. Each data field is either imported, preset, or filled in automatically through intelligent, rules-based frameworks and computations. This innovative approach not only streamlines document operations but also significantly reduces the chances of additional data entry errors, enhances compliance, and offers an exceptionally smooth document experience. Furthermore, ConformX caters to a broader audience by providing essential documents in Spanish, including the loan estimate, closing disclosure, and uniform residential loan application, among others, thereby ensuring accessibility for Spanish-speaking clients. This comprehensive functionality marks a significant advancement in the efficiency and flexibility of the loan documentation process.
Description
XForm on-prem is a self-hosted document generation platform that transforms business information into high-quality PDF or PDF/A documents, accessible via a user interface or REST API. Operating entirely within your own infrastructure ensures that your data remains secure and under your control. You can create and modify document layouts directly in Microsoft Word, allowing for complete customization of branding and design. Simply insert placeholders in the document for where dynamic data is needed. The user interface facilitates the uploading of layouts and the testing of executions. You can automate processes by sending data from various applications, such as CRM or ERP systems, to the REST API, or you can integrate directly with your databases, message brokers (such as Kafka, RabbitMQ, ActiveMQ), APIs, or files, receiving a finalized PDF in a single request. Additionally, XForm has the capability to generate dynamic barcodes and QR codes, and it can handle bulk generation for thousands of documents simultaneously. With deployment in your own data center, you achieve complete data sovereignty while ensuring compliance with GDPR requirements and enabling audit-proof archiving, all while being able to scale effectively for high-volume demands. This combination of features makes XForm an ideal solution for organizations seeking to maintain control over their document generation processes.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Black Knight Empower
Yes
Blend
Yes
Calyx
Yes
Encompass
Yes
Fiserv
Yes
Glance
Yes
MortgageFlex
Yes
MortgageHippo
Yes
NetOxygen
Yes
NotaryCam
Yes
Integrations
Black Knight Empower
No
Blend
No
Calyx
No
Encompass
No
Fiserv
No
Glance
No
MortgageFlex
No
MortgageHippo
No
NetOxygen
No
NotaryCam
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
1000€ / year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
First American Docutech
Country
United States
Website
docutech.com/solutions/conformx/
Vendor Details
Company Name
Bi-Soft
Country
Germany
Website
www.bi-soft.de
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Product Features
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
