List of DocMagic SmartClose Customers
Torrance, 90501-2832, CA,
United States
Since 2010, our global team of researchers has been studying DocMagic SmartClose 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 DocMagic SmartClose 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 DocMagic SmartClose for Intelligent Document Processing include: Kinecta Federal Credit Union, a United States based Banking and Financial Services organisation with 800 employees and revenues of $172.0 million, Fountain Mortgage, a United States based Banking and Financial Services organisation with 70 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using DocMagic SmartClose, 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 DocMagic SmartClose 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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Fountain Mortgage | Banking and Financial Services | 70 | $8M | United States | DocMagic | DocMagic SmartClose | Intelligent Document Processing | 2019 | n/a |
In 2019, Fountain Mortgage deployed DocMagic SmartClose to provide Intelligent Document Processing for its mortgage closing operations. The implementation focused on automating and centralizing closing and post-closing document workflows for the Prairie Village, KS loan closer function, aligning the application with frontline closing and pre-funding activities.
DocMagic SmartClose was configured to support core closing activities including pre-closing review of required documentation, validation of loan data prior to document preparation, and preparation of the complete loan closing package including the Closing Disclosure. The application also supported pre-funding review processes, coordination with settlement agents on executed closing documents, upload of executed documents to investor delivery channels, and registration of closed loans with MERS, while enabling assigned Transfer of Servicing tasks.
The implementation integrated with the operating loan origination system Encompass to ingest loan data for validation and document generation, and it interfaced with investor delivery workflows and MERS registration for post-closing transmission. Settlement agent interactions were formalized through DocMagic SmartClose driven document review and authorization steps that feed funding authorization decisions.
Governance and workflow controls were established to require pre-closing validation gates and a formal pre-funding review before issuance of funding authorization, embedding the Mortgage Loan Closer role as the operational owner of document accuracy and investor deliverables. The system also supported cross-functional handoffs into Post-Closing, Secondary Marketing, and System Administration responsibilities, standardizing review and upload procedures across those functions.
Operationally the rollout reinforced role-level expectations for closers, including two years of residential mortgage experience and proficiency with Encompass and DocMagic, and emphasized customer service and deadline-driven processing. DocMagic SmartClose serves as the centralized Intelligent Document Processing engine for Fountain Mortgage closing, post-closing, and investor registration workflows.
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Kinecta Federal Credit Union | Banking and Financial Services | 800 | $172M | United States | DocMagic | DocMagic SmartClose | Intelligent Document Processing | 2015 | n/a |
In 2015, Kinecta Federal Credit Union implemented DocMagic SmartClose as a centralized mortgage document processing capability. DocMagic SmartClose was deployed in an Intelligent Document Processing role to assemble pre-approval packages and standardize verification workflows for mortgage origination and underwriting teams.
The implementation focused on document capture, automated data extraction, and template-driven package assembly, with explicit use cases to gather pertinent applicant information for pre-approval, verify acceptable assets and income, and validate applicant capacity to repay. Functional activities supported by DocMagic SmartClose included Verification of Employment, Verification of Mortgage and Rent, ordering 4506 transcripts, and assembling documents that demonstrate how applicants intend to utilize loan proceeds.
DocMagic SmartClose was integrated with Destiny LOS Software to maintain loan file continuity and with First American for title ordering, and it supported regular communications with Mortgage Loan Counselors and external Title company partners. Operational scope centered on mortgage origination and underwriting workflows, where governance emphasized standardized package contents and coordinated exchange of verification evidence between loan officers, underwriting, and title services.
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