Document preparation with everything but risk.
The days of painstakingly preparing documents for delivery to your customers are gone. Finale Document Services both automates the document preparation process and delivers those documents securely, privately and within complete compliance of local and state regulations across the mortgage, consumer and commercial channels. You’ll no longer worry about the risks associated with manual-entry data or preparing reams of paperwork under tight deadlines. Finale is the perfect way to quicken the pace of document delivery and accelerate the tempo of your business:

• Automatic alerts and triggers to notify borrowers and settlement agents of document availability
• A secure delivery portal with e-sign technology
• The security you demand through encryption
• Customized rules-based documents based on loan parameters and requirements
• Document creation and changes within 24 hours, guaranteed
• Best-in-class E&O coverage
• Free implementation

Finale is the perfect way to quicken the pace of document delivery while removing risk and accelerating the tempo of your business.


Dynamic, data-driven workflow
Finale provides accurate and quick document preparation and delivery through a comprehensive platform accelerating the lending process. In order to dynamically create documents swiftly, Finale Document Services has the ability to evaluate 30,000 formulas per second, which supports roughly 300 pages per second (10 mortgage document packages/second) or 39,000 packages per hour.


Seamless Data Flow
The Finale Portal allows lenders to make the switch to the premier document provider and quickly get up and running without timely and costly integration projects. Data exports flow seamlessly from your LOS into the Portal, populating the appropriate fields with the extracted information and instantly creating packages to then print, save, or securely deliver electronically. The Finale Portal accepts standard export formats to ensure data consistency and limit data entry.

• Dynamic preparation and delivery
• Multi-system and channel functionality
• Document creation and changes within 24 Hours—Guaranteed!
• Best-in-class E&O coverage
• Free implementation*
• Free upfront disclosures*
• Enforcement of compliance and risk policy through encryption
• Rules-based docs driven by loan parameters and requirements

Our superior technology combined with industry expertise leads to the ever-evolving and last document preparation and delivery solution you will ever need.

* Ask sales associate for details