List of ConformX Doc Gen Engine Customers
Docutech, LLC
1795 International Way,
Idaho Falls, 83402, ID,
United States
Idaho Falls, 83402, ID,
United States
1 208-535-9724
Banking and Financial Services
200
$50M
Since 2010, our global team of researchers has been studying ConformX Doc Gen Engine customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ConformX Doc Gen Engine for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ConformX Doc Gen Engine for Intelligent Document Processing include: Santander Bank, a Spain based Banking and Financial Services organisation with 211141 employees and revenues of $63.12 billion, Quicken Loans, a United States based Banking and Financial Services organisation with 24000 employees and revenues of $15.74 billion, Santander Bank US, a United States based Banking and Financial Services organisation with 17200 employees and revenues of $9.00 billion, Newrez, a United States based Banking and Financial Services organisation with 5000 employees and revenues of $1.40 billion, Movement Mortgage, a United States based Banking and Financial Services organisation with 4000 employees and revenues of $1.20 billion and many others.
Contact us if you need a completed and verified list of companies using ConformX Doc Gen Engine, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ConformX Doc Gen Engine customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Castle & Cooke Mortgage | Banking and Financial Services | 450 | $90M | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2016 | n/a |
In 2016 Castle & Cooke Mortgage implemented the ConformX Doc Gen Engine to standardize closing document preparation in its Texas offices. The ConformX Doc Gen Engine is categorized under Intelligent Document Processing and was deployed to tighten the handoff between origination, underwriting and closing across the El Paso, McAllen and San Antonio branches.
The implementation configured ConformX closing document generation, template customization and data security controls to produce state compliant loan packages. ConformX pulled borrower and loan data directly from the loan origination workflows to populate closing documents, and the platform was configured to maintain data integrity, delivery verification and accuracy for attorney review and final signing.
Integrations were centered on bi-directional interfacing with the lender's LOS landscape during a transition to LendingQB, enabling ConformX to extract loan data from two LOS instances and feed closing documents back into origination records. The deployment also embedded Docutech's integration with Fredric J. Gooch, Attorney at Law, PLLC so Texas attorney document preparation and review occurred inside the ConformX workflow, preserving auditability and reducing manual handoffs.
Governance and workflow restructuring focused on enforcing Texas statutory requirements, the platform routing each loan for attorney review prior to closing and providing a final document verification step before submission. Operational controls were applied to closing teams in the three Texas branches to ensure the attorney review gate was a standardized step in the lender's closing checklist and to centralize document custody under Docutech's security model.
Outcomes reported by Castle & Cooke included increased day to day efficiency for Texas employees, more available scheduler capacity per loan and the ability to close more loans with existing staff while meeting state legal requirements. Vendor support from First American Docutech and the integrated legal service from Gooch Law delivered on-time preparation and review that aligned with the lender's goal of an eight day application to closing cadence.
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Cherry Creek Mortgage | Banking and Financial Services | 550 | $100M | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2018 | n/a |
In 2018, Cherry Creek Mortgage implemented ConformX Doc Gen Engine as a core Intelligent Document Processing capability to centralize loan document generation and streamline borrower eSignature workflows. The implementation targeted origination and loan operations teams, with an explicit objective to simplify the borrower experience and reduce document coordination across loan officers and clients.
ConformX Doc Gen Engine was configured to produce dynamic loan packages, while Docutech’s Solex eSign Editor functionality was used to add, edit, and enable independently generated lender documents for eSignature within the same package. Functional capabilities implemented included dynamic document assembly, inline document editing, addition of text fields and checkbox elements, and package-level eSignature enablement to avoid separate ancillary email workflows.
Integrations were implemented between the ConformX Doc Gen Engine and the company LOS, and Solex eSign Editor was used to attach and eDeliver additional documents directly to the generated loan package. Operational coverage included borrower-facing eDelivery, originator workflows for sending and tracking signature requests, and secure storage of signed documents with the complete loan document package.
Governance and process changes consolidated multiple eSign systems previously used by loan officers into a single, unified document and signature flow, reducing the need to send multiple emails for ancillary items and eliminating reliance on ink signatures and manual document coordination. The implementation explicitly aimed to improve compliance and operational efficiencies while enhancing the borrower and originator experience.
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Kind Lending | Banking and Financial Services | 500 | $74M | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2020 | n/a |
In 2020, Kind Lending implemented First American Docutech’s ConformX Doc Gen Engine as part of an Intelligent Document Processing deployment that also included the Solex eDelivery and eSignature platform and digital-to-print fulfillment services. Kind Lending implemented ConformX Doc Gen Engine to enable end to end document generation and electronic signing across the loan lifecycle, aligning the Intelligent Document Processing capability with its wholesale lending product set.
The implementation centered on ConformX dynamic document generation for producing disclosure packages and closing documents, coupled with Solex functionality for eDelivery, eSignature, eClosing and eVault. The solution was provisioned to digitally generate and sign all loan documents from initial disclosures through closing, and to support digital-to-print fulfillment for physical document distribution when required.
Integration work focused on a strong connection between Docutech components and Kind Lending’s loan origination software, enabling automated package creation and signature orchestration within existing origination workflows. Operational coverage extended to Kind Lending staff, participating brokers, credit unions and banks using the Kind Lending platform, and borrowers who gain device agnostic access for review and electronic signing.
Governance and workflow changes emphasized a unified document generation and signing process that reduces manual handoffs from application to closing, standardizes document packages and centralizes fulfillment controls. Reported outcomes in the announcement include reduced time from application to closing, streamlined operations, improved processing speed and accuracy and lower operational cost exposure, while leveraging Docutech’s scale in mortgage document generation and Solex eClose experience.
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Mountain America Credit Union | Banking and Financial Services | 3400 | $1.0B | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2018 | n/a |
In 2018, Mountain America Credit Union implemented ConformX Doc Gen Engine from First American Docutech, deploying an Intelligent Document Processing capability to support new account onboarding and consumer lending document workflows. The implementation covers dynamic generation of document and disclosure packages for personal accounts, trusts, business accounts, credit cards, auto loans, student loans, home equity, and short-term mortgage refinance products.
ConformX Doc Gen Engine was configured to assemble rule-driven disclosure bundles and document packages, enabling template based composition and automated conditional logic for product specific paperwork. Configuration work emphasized regulatory document management and faster template updates so compliance language can be changed and propagated through document sets.
The deployment integrated with Solex to provide eSign capabilities for online channels and in-branch signature pads, and to deliver Solex eClose for electronic closing on home equity loans. Operational scope spans new accounts and consumer loan teams, supporting omni-channel member interactions across online and branch touchpoints.
Operational governance centralized document control and instituted accelerated approval workflows for regulatory disclosures, reducing update cycles and simplifying compliance oversight. Consumer loans leadership led process changes to embed document assembly into lending workflows, shifting signature capture to electronic channels and standardizing disclosure delivery.
The implementation aimed to optimize member experience and increase operational efficiency, with Docutech described by Mountain America leadership as removing substantial regulatory and compliance burden. As Jade Beckman, Vice President of Consumer Loans at Mountain America put it, "Docutech took much of our regulatory and compliance burden from us by streamlining the document process. ConformX has made the whole process much simpler. Regulatory documents that used to take weeks to change are now updated in a day."
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Movement Mortgage | Banking and Financial Services | 4000 | $1.2B | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2019 | n/a |
In 2019, Movement Mortgage implemented ConformX Doc Gen Engine from First American Docutech as an Intelligent Document Processing solution to standardize mortgage document creation and assembly. The ConformX Doc Gen Engine deployment targeted document generation use cases across loan origination and closing workflows, establishing a single source for template management and conditional disclosure assembly.
The implementation focused on dynamic document generation capabilities native to ConformX, including template libraries, rules-based conditional content, data mapping from loan records, and automated assembly of disclosure and closing packets. Configuration work emphasized template version control, variable binding to loan data, and workflow triggers that hand off assembled documents to downstream functions.
Operational scope centered on mortgage operations, underwriting review, and closing teams, aligning document assembly with loan processing stages and compliance checkpoints. Integrations were implemented in line with Intelligent Document Processing patterns, connecting assembled documents to downstream document repositories, approval queues, and eSignature or delivery channels as part of end to end loan lifecycle orchestration.
Governance established centralized template ownership, formal approval workflows for document changes, and audit trail capture for disclosure issuance and signing events. The deployment emphasized process standardization and controls common to mortgage document automation, using ConformX Doc Gen Engine to enforce consistent content generation and structured document provenance across affected business functions.
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Banking and Financial Services | 5000 | $1.4B | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2018 | n/a |
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Banking and Financial Services | 24000 | $15.7B | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2020 | n/a |
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Banking and Financial Services | 211141 | $63.1B | Spain | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2020 | n/a |
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Banking and Financial Services | 17200 | $9.0B | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2020 | n/a |
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Banking and Financial Services | 130 | $20M | United States | First American Docutech | ConformX Doc Gen Engine | Intelligent Document Processing | 2012 | n/a |
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Buyer Intent: Companies Evaluating ConformX Doc Gen Engine
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD ConformX Doc Gen Engine Coverage
ConformX Doc Gen Engine is a Intelligent Document Processing solution from First American Docutech.
Companies worldwide use ConformX Doc Gen Engine, from small firms to large enterprises across 21+ industries.
Organizations such as Santander Bank, Quicken Loans, Santander Bank US, Newrez and Movement Mortgage are recorded users of
ConformX Doc Gen Engine for Intelligent Document Processing.
Companies using ConformX Doc Gen Engine are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using ConformX Doc Gen Engine are most concentrated in Spain and United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of ConformX Doc Gen Engine across Americas, EMEA, and APAC.
Companies using ConformX Doc Gen Engine range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 36.36%, large organizations with 1,001-10,000 employees - 36.36%, and global enterprises with 10,000+ employees - 27.27%.
Customers of ConformX Doc Gen Engine include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified ConformX Doc Gen Engine customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Intelligent Document Processing.