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Solutions | Trailing Docs

Accountability at every step

Proactively track and manage trailing documents while gaining real-time visibility into document status and agent performance

Mortgage trailing doc management

Get ahead of trailing docs

Why spend your time responding to mortgage document risk and recording delays, when you can anticipate and proactively address bottlenecks before they occur? We combine expertly designed trailing doc processes, seasoned professionals, and our leading DocGenius technology to keep your trailing docs performing at optimal levels.

  • Comprehensive, expert solution

    • 25 years in trailing docs management with extensive coverage in an estimated 3600 jurisdictions with nearly 1300 counties available as erecord
    • Fully-staffed trailing docs team at our document management hub in Saint Paul, Minnesota
    • From the time the loan is funded until the time it is sent to the investor, we handle everything from data capture and reporting to timely trailing document delivery
  • Technology-led trailing docs management

    • Provides document stakeholders with centralized management and a real-time view of tasks, timelines, and statuses
    • Automates loan-level follow-up via email and telephone to ensure timely return of docs
    • Provides granular drill-down reports with data filters such as geography, loan type, settlement office, or agent name
    • Integrates Indecomm's people, technology, and pre-built tools with your LOS and existing systems
  • Proactive trailing docs solutions

    • Generates a confident “Expected Return Date” for all trailing docs based on live county turnaround metrics
    • Enables real-time analytics and reporting at the lender/ agent level and across various channels through DocGenius
    • Provides visibility into the precise aspects of your organization performing or underperforming

The most robust trailing doc solution in the industry

recordings managed
3.5 mm
trailing documents handled
1.8 mm
estimated jurisdictions covered
county footprint

Trailing doc benefits

  • Flexible pricing model

    We set prices with no hidden fees and priced per loan

  • Guaranteed service levels

    From the time the loan is funded until the time it is sent to the investor, we take full responsibility for all documents.

  • Instant access to business intelligence

    Access to the DocGenius platform offers real-time views of document status, powering reports and business intelligence tools

  • Total transparency

    See beyond your back-office to analyze trailing documents. Share data, and timetables and gain the ability to provide performance ratings for your sellers and settlement agents.

From our customers

  • When looking for a trailing docs vendor, we selected Indecomm's hybrid tech-based solution using DocGenius. DocGenius' robust reporting was a key factor for Silver Hill as it provides accurate insights on a day-to-day basis that informs on document location and status. DocGenius combined with Indecomm's services provided us with the support we needed to maintain productivity, and scalability.
    Nina Hamilton-Lee VP, Operations at Silver Hill Funding