Documatics Limited – Business Process Management software

Mortgage related Transactions

Many mortgage companies are contending with backlogs of loan modifications, short sales or foreclosures. The controls necessary to steer these transactions consistently across teams of loan officers when adjustments in terms etc. are constantly changing makes this all the more challenging. We have worked with large financial institutions to model their current manual transactions and automate workflows to auto-generate necessary documentation/ correspondence. This provides management with a means to track the pipeline of transactions and enforce consistency across loan officers significantly increasing throughput. We have extensive expertise in integrating with in-house data sources ensuring that there is no duplicate data entry or lag time between updates and downstream systems.

Debt Settlement

Documatics has worked with one of the largest debt settlement companies in the United States to tailor a complete business management environment for the Debt Settlement Industry. Debt Settlement Evolve™ provides a means for Debt Settlement companies to manage, assign and track leads from any number of lead sources. It enables debt analysts to manage their pipeline, auto generate quotes and enrollment documents and provides management with a complete reporting system to manage their business.

Banking

Working at one of Australia's premier retail banks, Documatics is making possible consistent cross-departmental access and control of bank documents. Our ability to provide highly customized tailoring of our interface to match the bank’s inner workings is backed-up by our state-of-the-art document repository.