Integrated Solution for Doc Prep & Delivery

Don’t lose sleep over compliance or efficiency of workflow. We focus on docs so you can focus on lending.

All in One Place

Say goodbye to data transfer, integrity issues, and compatibility gaps. The Mortgage Cadence platform makes delivery prep a snap with our proprietary automated data-driven document generation engine that creates one centralized set of data. 

Generate compliant documents for all GSE, Agency (VA / FHA), state disclosures, HELOC and  equity programs.

Electronic Delivery and Signature

Integrated print & ship requests through our integration with CoreLogic.

Integration with DocuSign provides turnkey access to eSign & eClosing solutions for mortgage documents, accessible on any web-enabled device.

Signed packages are automatically delivered back to our platform, triggering validations, new tasks and next-steps workflow.

Reduce risk

When all of your documents are hosted within the same core system, compliance becomes a breeze. Our on-staff, veteran legal compliance team is industry-leading and award winning. To ensure system and document parity, our teams sit side by side so that no detail is overlooked. 

"The Mortgage Cadence platform empowers our mortgage clients by giving them the information they need, whenever and wherever they are."
Eduardo Castaneda
Executive Director of Real Estate Lending for BBVA Compass

All Channel

Maintain all nationwide forward and reverse mortgage products – conventional, government, home equity, loss mitigation, and lender portfolio – for all lending channels.

Classify Docs

Uses bar code & optical character recognition (OCR) to automatically recognize, classify, and separate document submitted by third party service providers, borrowers and lenders.
Train the system to recognize additional documents as well.

Drive Workflow

Once classified, documents drive workflow within the MC platform. We drive improved workflow when specific documents are received, combinations of packages are on file, and when document statuses change.

Organize Packages

Create document stacking orders for easier viewing and exporting.
Associate specific document types to conditions to clear conditions faster.

Deliver Docs

Securely export documents to investors, servicing companies and corporate document repositories.

Let's talk about how we can help you with doc prep & delivery!

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