DocGenius is a comprehensive trailing document management system for the mortgage industry. It offers an interactive platform that provides lenders, title agents, and settlement agents with a centralized view of critical trailing documents throughout the mortgage process. The system streamlines document tracking, follow-up, and performance monitoring to reduce risks and improve efficiency.

Key Features

Interactive Management Dashboard Provides a centralized, real-time view of all critical trailing documents

• Global view across all lending channels
• Easy access to key agent and lender information

Automated Follow-up Streamlines the document collection process

• Automated email and phone follow-up
• Reduces manual work for document requests

Performance Analytics Monitors and compares document processing metrics

• Performance and peer rankings for agents and lenders
• Identifies underperforming partners

Benefits

Risk Reduction Helps lenders proactively identify and mitigate document-related risks

• Comprehensive audit capabilities across channels and loan types
• Early identification of missing or defective documents

Increased Efficiency Streamlines the trailing document management process

• Centralized platform for all stakeholders
• Reduces time spent on manual follow-up and tracking

Cost Savings Lowers costs associated with document retrieval and management

• Reduces need for costly curative actions
• Improves performance of title providers and correspondent lenders