ConformXFirst American Docutech
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Related Products
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About
BankManager Elite is a centralized banking operations and document management platform designed to help financial institutions streamline documentation, exception tracking, and workflows so teams stay organized, compliant, and prepared for audits. It provides real-time exception tracking with built-in escalation tools and role-based workflows that automatically flag missing or outdated documents, plus integrated document imaging to scan, store, index, version, and securely retrieve files electronically. It supports loan and deposit lifecycle management with structured workflows and full visibility into each account, and offers custom dashboards and dynamic reporting for internal reviews, audits, and board meetings. As a unified workstation for lenders and customer service representatives, BankManager Elite consolidates loan and deposit information, including collateral and documentation exceptions, into a single interface, helps teams quickly resolve inconsistencies.
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About
With ConformX from First American Docutech, the power of a digital, dynamic loan document generation engine is at your fingertips. First American Docutech was the first to leverage truly dynamic documents. Instead of utilizing a static library of forms, ConformX, the engine that powers our entire solutions suite, is integrated with leading loan origination systems to enable lenders to produce data-driven documents that meet specific criteria. Every data field is imported, defaulted or automatically populated through rules-based intelligence and calculations. Now you can optimize document operations, virtually eliminate any additional data entry and errors, improve compliance, and enjoy the most seamless document experience possible. ConformX also provides documents in Spanish including the loan estimate, closing disclosure, uniform residential loan application, and more.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Community bank operations, lending, and compliance teams that need a centralized platform to manage documentation, track exceptions, and maintain audit-ready records across loan and deposit lifecycles
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Audience
Businesses, companies and professionals searching for a dynamic document engine solution
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationASI
United States
abs.asiweb.com/solutions/bankmanager-elite
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Company InformationFirst American Docutech
United States
docutech.com/solutions/conformx/
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Categories |
Categories |
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Integrations
Black Knight Empower
Blend
Calyx
Encompass
Fiserv
Glance
MortgageFlex
MortgageHippo
NetOxygen
NotaryCam
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Integrations
Black Knight Empower
Blend
Calyx
Encompass
Fiserv
Glance
MortgageFlex
MortgageHippo
NetOxygen
NotaryCam
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