Our Partners

Day 1 Certainty gives lenders freedom from representations and warranties plus greater speed and simplicity, and enables an improved borrower experience.

Loan Origination Software (LOS) Integrations


Black Knight Financial Services is the premier provider of integrated technology, data and analytics that lenders and services look to first to help successfully manage the entire loan life cycle. Their solutions deliver superior quality, continuous improvement and support for clients’ compliance efforts.


Calyx Software, the #1 provider of mortgage solutions for banks, credit unions, mortgage bankers and brokers, is dedicated to offering reliable and affordable software that streamlines, integrates, and optimizes all phases of the loan process. PointCentral is our flexible platform utilizing the full functionality of Point combined with remote access and a strong business rules engine needed for workflow and compliance.

Ellie Mae, Inc is a leading national provider of on-demand automation solutions for the mortgage industry. The Company offers an end-to-end solution, delivered using a Software-as-a-Service model that serves as the core operating system for mortgage originators and spans customer relationship management, loan origination and business management.

Floify is the leading cloud-based mortgage automation software platform helping loan originators streamline the lending process and provide an elegant, digital mortgage experience for borrowers.


INTEGRA’s Destiny Loan Origination System has a superior track record over a dozen years.  Destiny supports residential, commercial and consumer lending in a single application, minimizing implementation time and cost.

LendingQB provides a comprehensive solution called Lean Lending, which optimizes the way lenders originate mortgages and engage with their customers. The Company provides a  responsive, reliable and secure method for managing loan data.

Meridian Link

MeridianLink Inc., a developer of the industry’s first multi-channel account opening and loan origination platform, is a leading provider of enterprise business solutions for 20,000+ financial service organizations. The company’s passion for excellence is reflected in their web-based credit reporting, lending, and new account opening/deposit technologies, which all enjoy solid reputations as being cutting edge, reliable and affordable. Based in Costa Mesa, California, MeridianLink is committed to creating “Smart Solutions” that deliver “Real Value”.

netoxygen wipro

Wipro Gallagher Solutions is fueling the future lender. Their remarkably flexible NetOxygen lending system enables tailored workflow that allow originators to better control the customer experience.  An extensive platform, NetOxygen seamlessly integrates with digital, mobile and third-party lending systems to support product and channel expansion strategies while providing lenders with multigenerational tools that engage high-touch and high-tech borrowers. For more information, visit www.wiprogallagher.com.


Founded in 2013, TRK Connection, LLC is located in the heart of Salt Lake City, Utah.  The focus of the company has been creating state-of-the-art software solutions to support the mortgage banking industry. Currently, TRK offers solutions that support Mortgage Audit & Quality Control, Loan Origination Vendor Management, Mortgage Licensing Compliance, Complete LOS Connectivity Platforms and more.

3rd Party Verification/Document Management


DocMagic, Inc. is a leading provider of fully-compliant loan document preparation, compliance, eSign and eDelivery solutions for the mortgage industry. Founded in 1988 and headquartered in Torrance, Calif., DocMagic, Inc. develops software, mobile apps, processes and web-based systems for the production and delivery of compliant loan document packages.


Since 1991, DocuTech Corp. (DocuTech) has provided outstanding compliance services and documentation technology for the mortgage industry.  DocuTech’s software interfaces with leading loan origination systems (LOS) and enables mortgage professionals to generate documents locally. DocuTech manages and secures all information needed for a loan, guaranteeing accuracy, security and compliance.


VirPack is the leading provider of document management and Delivery solutions for the mortgage industry. Founded in 1998, VirPack has pioneered many industry firsts and on-boarded virtually every major investor. VirPack’s award-winning technology drives the industry’s premier Delivery solution and its end-to-end paperless platform, Document Management and Delivery System. VirPack simplifies business processes throughout every step of the loan process resulting in increased efficiencies and significant enterprise-wide cost savings.

E-sign Vendors


When every second counts, count on the world’s top e-signature solution. Create all-digital experiences with Adobe Sign. And add some speed to your signing processes. Whatever you need to sign, make it swipe-and-tap simple with e-signatures by Adobe Sign. They’re legally binding, more secure than ink, and they run in the apps you already own. So it’s easy to create all-digital e-sign experiences end-to-end — and move from signed to sealed in minutes.


With SureDocs, you’ll have electronic docs, delivered in a secure, GLB-compliant manner, and you can receive signed docs in minutes with an end-to-end audit trail for every signature. You’ll provide better service, faster closings, and get borrowers locked in faster.


Ready to transform the way your higher education institution delivers financial aid services? Our student engagement platform enables colleges and universities to provide easy, mobile, personalized financial aid services that drive student engagement and improve enrollment. Your students and staff will thank you. Our cloud-based technology simplifies financial aid, so more students can get through the door into the classroom.


Capsilon DocVelocity is a cloud-based document and data management platform that supports the full life cycle of a mortgage, from loan origination to servicing, by enabling document and data capture and validation, collaboration, loan evaluation, electronic transactions, loan delivery, and retention.


The fastest easiest and most secure way to get documents signed. DocMagic’s revolutionary eSign system allows you to click-to-sign any document, generic agreement or just about anything… electronically. The process is completely secure, amazingly simple, incredibly fast and best of all… it’s FREE!


From Dynamic Documents and Electronic Signature Solutions to Bar Codes and the most up-to-date Compliance, Docu Prep is your partner in providing the leading technologies that make your document process as efficient and accurate as possible.


Use DocuSign to complete approvals and agreements in hours—not days—from anywhere and on any device. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status any time.


ConformX has taken the eSign experience to a whole new level. Their robust eSign platform provides an unmatched client experience by offering an efficient, secure and convenient way to finalize transactions anywhere, anytime. It also provides secure document delivery, a simplified signing process and a robust audit trail with tamper-proof signature evidence that meets UETA and ESIGN requirements giving both you and your clients the peace of mind you deserve.


Dotloop is a simple, all-in-one solution that gives your agents and admins everything they need to close more deals from online contracts through the compliance process.  Dotloop’s solution is used by over 600,000 professionals and 2,000 real estate companies in every state (and nearly every province) throughout the United States and Canada. Our solution captures 30+ Million signatures annually in real estate alone.


eLynx delivers documents and document-related data services to support cost savings, efficiency, and compliance. In addition, eLynx enables Data-Validated MortgagesSM, making data within the loan documents and from the mortgage process flow readily accessible and portable across the loan workflow. Lenders can use this data to quickly assess loan integrity and support regulatory compliance.


With a simple to use interface and access from anywhere, you can create documents for e-signatures using a simple wizard interface, email out for signatures and get confirmations fast! Save the time and cost associated with paper! No more paper, no pen, no shipping, no waiting for documents in the mail. What could normally take days, can happen in minutes. Signatures created using eSignOnline are secure, encrypted, and legally binding.


eSignSystems has a long history as a pioneer in business process automation. Their focus has been to help companies, both large and small, become more productive, increasing efficiency and security via electronic document management and storage systems.  The move towards eDelivery and eSignature solutions affects several key markets, including mortgage, banking, healthcare and insurance. eDelivery offers better security and privacy for all parties involved in the transaction, which vary from contracts to loan documents and everything in between.


eSignLive, formerly Silanis, is the e-signature solution behind some of the world’s most trusted and security-conscious organizations.  eSignLive is an electronic signature solution that enables documents to be securely signed electronically on any device. Organizations use eSignLive to improve customer experience, increase productivity and reduce errors and costs by automating workflows and enforcing business rules throughout.

Go paperless — eversign is all about boosting your business workflow and efficiency, and getting day-to-day tasks like scanning, printing and manually signing out of the way. Using eversign does not only mean digitalizing your signatures and documents — it’s also a significant step towards preserving our environment and will save you countless man-hours and money you can spend otherwise.


The #1 eSignature Software for Small and Mid-Market Businesses.  Sign documents yourself or request signatures from up to 20 different people in any order, or all at once. And when the document is fully executed, everyone gets a copy delivered to their inbox. See your documents progress with status notifications that keep you in the loop throughout.


INK-it® is a simple to use, secure electronic signature product. INK-it not only increases your workflow efficiency but also reduces paper and postage costs while decreasing cycle times. As a best-in-class electronic signature tool, INK-it meets ESIGN and UETA requirements. Designed to work with Point® or PointCentral® through WebCaster®, INK-it will completely change the way you work.


Create and sign documents legally and securely on any device, no matter where you are. Complete with tamper proof security technology to prevent document modification, Authentisign® is 100% ESIGN compliant and FHA and Fannie Mae approved. And, to make things even easier, the software integrates seamlessly with the popular cloud services Dropbox®, Google drive and OneDrive.


Integrated Media Management (IMM) creates systems that increase productivity, improve member services and reduce operating costs for the financial services industry. Their software eliminates the need to file, store and manually retrieve documents or physically scan and index completed documents and incorporates electronic signature capture. IMM works with host processors to achieve seamless integration. Over 500 financial companies are currently using one or more IMM software products.


IDS assists mortgage lenders in discovering solutions to the ever-changing demands of the mortgage industry. Their document preparation software, idsDoc, is supported by professional compliance personnel, responsive customer service representatives, data processors, and software developers. Keeping things in motion with their customer driven efforts to refine their platform and build upon value added tools and timesaving interfaces.


Mortgage Builder® delivers innovative mortgage origination software solutions that adapt to your unique operations. Mortgage Builder combines best practices, a broad mortgage ecosystem and an end-to-end Loan Origination Software (LOS) platform to help you close more loans for less.


For more than 35 years, MRG’s highly respected staff of compliance experts have been providing lenders with legally defendable compliance expertise. The MRG MIRACLE system is web based for maximum flexibility. It connects with and delivers complete PDF packages to LOS platforms, imaging systems and proprietary in-house systems.


RightSignature’s electronic signature technology provides both small businesses and the world’s leading corporations the most advanced solution for getting documents filled out and signed. It combines best practices in authentication, security, and reliability with exclusive technology to walk signers through filling out form fields and creating a biometric, handwritten signature in the browser.


Seterus, Inc., one of the nation’s leading specialty loan servicing companies, is a fully integrated loan servicing company consisting of experienced, skilled professionals using leading technology. Customer service is our top priority in all interactions that we have with the borrowers we serve.


Having served the industry for more than a decade, we’ve worked with thousands of lenders and understand that each company’s loan workflow and requirements vary greatly. That is why BlitzDocs®, which is delivered as a cloud-based mortgage technology system, is flexible enough to configure to your needs. Core to the award-winning solution is its electronic loan folder (eFolder™) that mirrors a traditional loan folder – increasing collaboration and accelerating the loan process while reducing paper costs and eliminating shipping fees.


Certified Credit Reporting was founded in 1984 and has established itself as a nationwide leader in the credit information industry. It has consistently been the most comprehensive line of mortgage, commercial, employment and tenant reports in the industry.

Product Reselling: 4506-T Tax Transcripts and Verification of Income / Employment

Confluent Strategies represents a wide range of companies involved in consumer and commercial transactions of all types. We specialize in consumer credit, commercial and mortgage credit reporting, background checks and employment screening, and association management to HOAs, mortgage lenders and industry associations. Confluent Strategies is a leading provider of insights and knowledge, helping our customers make informed decisions that provide value to their businesses and enhance their customers’ experiences.

Product Reselling: 4506-T Tax Transcripts, SSN

CISCO Credit is a leading provider of independent verification services to mortgage lenders, banks, credit unions, property management firms, and other businesses. Combining innovative Services with cutting-edge technology and industry-leading customer service. Founded in 1986, Cisco credit has grown in the past 30 years to be one of the leading independent CRAs in the United States.

Product Reselling: 4506-T Tax Transcripts

FirstClose provides technology solutions to mortgage lenders nationwide and serves as a middleware application that provides access to a host of national and local real estate service providers via the web or through direct integration into various loan origination systems. The FirstClose reporting suite is the first, comprehensive solution with capabilities to deliver title, flood, valuation and other important data elements in one report.

Product Reselling: 4506-T Tax Transcripts, Verification of Income / Employment, SSN

SWBC Lending Solutions™ provides cost-effective and compliant lending products for originators, loan servicers, hedge funds, and portfolio managers. Through their proprietary platform, LendingXpress, real estate lenders are able to consolidate workflow and conveniently order the multiple products and services necessary to process home loans. LendingXpress creates efficiencies and improves turnaround times for financial institutions by allowing them to customize the services they need.

Product Reselling: 4506-T Tax Transcripts and Verification of Income / Employment

KeyStoneB2B analyzes the operational workflow for ordering every type of product, the exception process for the various occurrences that can go wrong, and every way each product can be improved for the benefit of the lender.  In an industry where providers struggle to identify differentiators to market themselves, KeyStoneB2B works with providers and lenders to offer an outstanding value for both groups that is unparalleled in the industry.

Product Reselling: 4506-T Tax Transcripts

Veri-Tax is constantly looking for new ways to provide value to our customers, so please let our Customer Happiness Team know if your preferred vendor is not currently integrated or approved.