Move loan documents through the process without rebuilding the same paperwork by hand.
A loan file is the same twenty documents, every time, with different numbers in them. docubend generates them from the numbers your system already holds, and keeps one copy of each with its history attached, so the package that reaches closing is the package you built.
The documents
Named the way your team names them, and what docubend does with each one.
| Document | What docubend does with it |
|---|---|
| Loan applications | A PDF becomes a form, and what comes back is both a row of answers and the completed document. |
| Borrower documents | Uploaded, kept and searchable, including when they arrive as a photograph of a page. |
| Disclosure packages | Generated straight from the application data, each one a document with its own history. |
| Income documentation | Scans read into text you can search and select, so a figure is one search away. |
| Verification documents | Shared one person at a time, each with their own link, withdrawn one at a time. |
| Closing packages | Assembled as one document and rendered as a PDF at the moment you ask for it. |
| Automated document generation | The whole packet produced by your own software through the API, on your schedule. |
One document, all the way through
The same six stages, whatever the document is, in one place.
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Create
Start from a blank page, a template, or Markdown and HTML your own software sends.
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Edit
Change the words inside the PDF you already have, matching its font and rewrapping the paragraph.
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Review
Comments pinned beside the page, against the version they were left on.
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Share
One person at a time, each with their own link, withdrawn one at a time.
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Automate
The same document, made by your software through the API, on your schedule.
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Keep the record
Every version kept, who changed what, and a way back to any of them.
From your loan origination system
Your LOS holds the application. Post it as Markdown or HTML, get back a real document, and fetch it as a PDF whenever you need one — rendered at the moment you ask, so it always matches the document as it stands, including a correction somebody made by hand after your software created it.
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