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Description
Utilize your existing templates to generate contracts through smart forms and impress your clients and teams with seamless eSigning capabilities. Our innovative technology enables you to produce identical documents in a significantly reduced timeframe. You’ll benefit from comprehensive audit logs and eSigning certificates that enhance security and accountability. Clients will be impressed by consistently branded documents, emails, and eSigning pages that reflect professionalism. Conveniently oversee all your templates in a single location, granting you access to any document from any device, anywhere. This streamlined process eliminates outdated templates, ensuring your team always utilizes the most current version. We understand that your time is valuable, which is why our skilled team will handle the setup of your templates for you. Your trial period only commences when your templates are fully configured, allowing you to start efficiently. By delivering professional documents in mere seconds, you can exceed client expectations and ensure compliance with accurate, branded onboarding materials. Close deals swiftly and in accordance with regulations by utilizing well-designed engagement documents. Additionally, our platform is designed to grow with your needs, ensuring ongoing support and updates as your business evolves.
Description
Our digital solutions are designed to improve the mortgage process at all stages. They can be used by investors, lenders, settlement service providers, investors, and borrowers. One digital platform that is seamless, efficient, compliant, and completely paperless for eClosings. Increase data integrity and document integrity Loans are closed faster with fewer errors and omissions. You can eSign or eNotarize documents anywhere. Greater control and accountability throughout the mortgage loan process. Continuous compliance can affect tolerance levels, calculation reconciliation, potential RESPA violations, and TRID issues. The digital mortgage is here - use your borrower's smart phone to keep them engaged throughout loan process.
API Access
Has API
Yes
API Access
Has API
No
Integrations
AtClose
No
BeSmartee
No
Floify
No
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
LendingPad
No
MortgageHippo
No
NotaryCam
No
Okta
No
Salesforce
Yes
Integrations
AtClose
Yes
BeSmartee
Yes
Floify
Yes
HubSpot CRM
No
HubSpot Customer Platform
No
LendingPad
Yes
MortgageHippo
Yes
NotaryCam
Yes
Okta
Yes
Salesforce
No
Pricing Details
$55.42 per month
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Doc2
Country
United Kingdom
Website
doc2.co
Vendor Details
Company Name
DocMagic
Founded
1987
Country
United States
Website
docmagic.com
Product Features
Digital Signature
Audit Trail
Yes
Authentication
No
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Control
Archiving & Retention
Yes
Automated Routing
No
Change Management
No
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
No
Version Control
Yes
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
Yes
Interaction Tracking
No
Multiple Output Formats
Yes
Templates
Yes
Document Management
Access Controls
Yes
Archiving & Retention
Yes
Collaboration Tools
No
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
Yes
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
Yes
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Digital Signature
Audit Trail
No
Authentication
No
Auto Reminders
No
Customizable Templates
No
Document Analytics
No
Mobile Signature
No
Multi-Party Signing
No
Progress Tracking
No
Task Progress Tracking
No
Document Generation
Batch Processing
No
Collaboration
No
Digital Signature
No
Interaction Tracking
No
Multiple Output Formats
No
Templates
No
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Mortgage and Loans
Amortization Schedule
No
Client Database
No
Closing Documents
No
Commercial Mortgages
No
Contact Management
No
Credit Reporting
No
Customer Statements
No
Document Management
No
Electronic Applications
No
Government Loans
No
Loan Origination
No
Loan Servicing
No
Pipeline Management
No
Pre-Qualification
No
Refinance Management
No
Residential Mortgages
No
