Fully automated document generation, on demand
CONVERT Outbound meets the complex needs of lenders and settlement service providers. It has been production proven over more than a decade generating 100,000’s of loan document packs in lending operations ranging in size from major banks to small originators.
CONVERT Outbound enables you to produce fully compliant, consistent, professional customer-facing documentation across all of your loan products, channels and brands.
Documents are delivered via our fully hosted web service or your on-premises installation. CONVERT Outbound is provided on a transaction fee basis, so you only pay for what you use.
CONVERT Outbound provides a clear and achievable path to reducing your ongoing document production and fulfilment costs, while enabling your document generation function to flex to meet the changing demands of your business.
- Reduced unit cost to prepare, deliver and return loan documents
- Reduced time to documents out from formal approval, from hours/days to minutes
- Reduced implementation cost and time for documentation changes
- Guaranteed quality, compliance and traceability of outbound documents
- Fully automated generation and return of customer mortgage document packs in response to a LIXI-based or any XML print request from you loan origination system
- Full suite of templates for new loans and variations, mortgage forms and other security documents including guarantees and supporting lender forms (eg. direct debit authorities, account opening forms)
- Dynamic barcode insertion to enable return document scanning and indexing
- Responsive, scalable, robust platform with 10 year+ production record for a major bank
- On demand SaaS service or local installation options
- DocuSign® integration for digital signing and form completion via the global standard for eSignature
- Print and mail house integration capability for outsourced print/pack/delivery using continuous full colour printing