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DocGenius™

A platform for seamless trailing doc management

Gain a 360° view of mortgage trailing document risks, processes, timelines, and performance with an interactive document management system

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DocGenius

Gain a 360° view of trailing docs with DocGenius™

Get a seamless trailing docs experience. Using our interactive DocGenius platform, you gain a 360° view of mortgage trailing document risks, processes, timelines, and performance.

DocGenius for on-demand, interactive management

Title and settlement agents work collaboratively with Indecomm’s title services team through our interactive trailing doc management system, DocGenius. Our comprehensive approach offers a centralized and real-time view of all critical trailing docs while driving a streamlined settlement process from beginning to end. Using DocGenius, you gain a/an:

  • Global view of all lending channels
  • Easy access to key agent/correspondent lenders and clients
  • Automated email and phone follow-up
  • Performance and peer rankings against all agents and lenders

From our customers

  • During a recent volume acquisition, we had significant document volumes coming in at the tune of 60,000 documents a month. We had to get them over to investors and were manually scanning, logging, and tracking the files. Considering our resource and space constraints, we decided to partner with Indecomm. The transition to DocGenius and Indecomm was painless and we gained instant capacity, reassigning staff to other areas where we needed support.
    Todd Stiverson VP, Operations at New Rez

The genius behind collaborative trailing document technology

Title and settlement agents work collaboratively with Indecomm’s title services team through our interactive trailing doc management system, DocGenius. Our comprehensive approach offers a centralized view of all critical trailing docs while driving a streamlined settlement process from beginning to end.

  • Gain visibility into performance

    • Enables live, web-based interactive and real-time reporting to quickly capture and address document setbacks before they become an issue
    • Reporting of trailing documents status by different parameters – state, investor, loan amount, settlement agent, correspondent lender
    • Tracks your lender or agent performance at the document level and gives access to detailed reports on outstanding documents, liabilities, past performance, and peer comparisons

  • Reduce document risk

    • Calculates the expected return date (ERD) using our extensive data repository that tracks turnaround times so you know when you can expect the mortgage to be recorded by your settlement agent or correspondent lender
    • Reduces repurchase risk and foreclosure issues by keeping track of all critical trailing information and documents including unsecured mortgages, title policies, and defunct title agents and lenders
    • Improves risk assessment, increases title agent and correspondent lender communication, and delivers geographic-based performance evaluation

  • Closes all document communication gaps

    • DocGenius is links to county websites for live recording status checks and built-in accountability
    • Simplifies and aligns document management by delivering two-way communication to settlement agents and correspondent lenders
    • Automates loan-level email and telephone follow-up with settlement agents and correspondent lenders to increase the likelihood of timely returns of trailing documents

The DocGenius difference

Only DocGenius delivers a service-level dashboard that offers extensive business intelligence. Get deeper knowledge of daily performance – analyze risks, lower operating costs and improve efficiency.

  • A platform for proactive management

    Proactive vs. reactive management, with expected return date (ERD) and analytics

  • Reduce cost and risk

    Get significant cost savings by meeting every task, timeline, and document delivery date

  • No lock-in to a licensed software

    No lock-in to license, license costs, or expensive upgrades

  • Maintenance is included

    There are no additional maintenance costs as it's managed through Indecomm robotics operation center (ROC)

DocGenius by the numbers

users
2000
loan documents in the database
6 mm
documents recovered within SLA
98%

Ready to schedule a demo of DocGenius™?

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