A secure document management solution enabling lenders and mortgage brokers to securely share, store, and manage documents associated with the mortgage application process.
A lot of documentation is involved in processing mortgage applications. From proof of employment, wages and identity, through to the actual mortgage contract itself, all of the documents need to be shared, stored and managed beyond the life of a mortgage.
Exchange seamlessly integrates with Expert mortgage origination and Express mortgage underwriting solutions to maximize the efficiency gains associated with electronic document management, while minimizing the additional effort, risk and cost inherent in maintaining a stand-alone solution.
Effortlessly connecting your document management solution to Expert, Finastra’s mortgage origination system.
Enabling more efficient and secure electronic document sharing between lenders and mortgage brokers.
Saving time and money through a reduced reliance on offsite storage and retrieval of physical documentation.
Providing functionality specifically developed to support the requirements and nuances of the Canadian mortgage industry.
Facilitating audit and compliance requirements by easily ensuring required documentation is complete, on file, and compliant with privacy protection standards.
Our reputation as a trusted partner to Canada’s lending community in efficient and accurate transaction processing is built on four key values: