List of Solex eClosing 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 Solex eClosing 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 Solex eClosing 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 Solex eClosing for Intelligent Document Processing include: 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, Mountain America Credit Union, a United States based Banking and Financial Services organisation with 3400 employees and revenues of $1.00 billion and many others.
Contact us if you need a completed and verified list of companies using Solex eClosing, 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 Solex eClosing 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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Mountain America Credit Union | Banking and Financial Services | 3400 | $1.0B | United States | First American Docutech | Solex eClosing | Intelligent Document Processing | 2018 | n/a |
In 2018, Mountain America Credit Union implemented Solex eClosing from First American Docutech and deployed Docutech's ConformX as part of an Intelligent Document Processing initiative. Mountain America implemented Solex eClosing and ConformX to centralize document assembly and disclosure package generation for new account onboarding and consumer lending workflows.
ConformX was configured to dynamically generate document and disclosure packages across a defined product set, including personal accounts, trusts, business accounts, credit cards, auto loans, student loans, home equity, and short-term mortgage refinance products. The implementation included document assembly and disclosure management, template-driven regulatory content updates, eSignature capabilities online and via in-branch signature pads, and electronic closing workflows through Solex eClosing for home equity loans.
Operational coverage spanned consumer lending, new account operations, branch channels, and member services to enable omni-channel financial services and member convenience. The rollout emphasized in-branch and online execution, embedding eSign and eClosing into account opening and loan closing processes to align branch operations with digital channels.
Governance and process changes focused on streamlining regulatory and compliance document maintenance, simplifying change control for disclosure content. As Jade Beckman, Vice President of Consumer Loans at Mountain America, stated, "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." These statements describe faster regulatory updates and improved operational efficiency driven by the Intelligent Document Processing deployment.
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Movement Mortgage | Banking and Financial Services | 4000 | $1.2B | United States | First American Docutech | Solex eClosing | Intelligent Document Processing | 2019 | n/a |
Movement Mortgage implemented Solex eClosing in 2019. The deployment is categorised as Intelligent Document Processing and centralizes electronic closing, eSigning, eNote issuance, and secure eVault storage to streamline mortgage closing workflows.
The Solex eClosing implementation configured core capabilities including dynamic document generation driven by ConformX, borrower eSigning and notarization workflows, eNote creation, and secure eVault retention. The platform supports a spectrum of eClose modes from hybrid eClose to full eNote eClose functionality, enabling document generation through to post-closing custody.
Integrations explicitly include direct handoffs from ConformX for data-driven document assembly, integration with Simplifile for end-to-end closing and eRecording orchestration, and MERS eRegistry integration for eNote management and eDelivery. Operational coverage spans origination through closing and post-closing processes, touching loan operations, closing agents, and investor delivery workflows to facilitate electronic recording with county recorders and automated return of recorded assets into the eVault.
Governance and workflow adjustments accompanied the rollout to operationalize electronic notarization, eRecording, and eNote custody, leveraging Solex eClosing approval for eClosing and eNote functionality from Freddie Mac and Fannie Mae to support compliance. The implementation was described as accelerating and streamlining the loan process, reducing cycle times from closed loan to investor purchase, and providing secure generation, delivery, signature, transfer, and storage of electronic loan documents.
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Newrez | Banking and Financial Services | 5000 | $1.4B | United States | First American Docutech | Solex eClosing | Intelligent Document Processing | 2018 | n/a |
In 2018, Newrez implemented Solex eClosing as an Intelligent Document Processing solution to extend digital mortgage closing and document lifecycle capabilities across its loan closing operations. The deployment centered on eSigning and end to end eClose orchestration, positioning Solex eClosing to manage document generation through post closing storage for electronic loan documents.
The implementation included core Solex eClosing capabilities such as hybrid to full eNote eClose functionality, electronic notarization support, and a secure eVault for eNote management. Dynamic document generation was paired with automatic package delivery workflows to enable borrower review and optional eSigning prior to closing, aligning document assembly with data driven mortgage workflows.
Solex eClosing was integrated with Docutech ConformX for dynamic document generation, integrated with Simplifile for eRecording workflows, and leveraged MERS eRegistry support for eNote management and eDelivery. Operational coverage extended across loan origination through closing, closing agents and borrower interactions, and post closing document transfer and storage for investor delivery and retention.
Governance changes focused on instrumenting electronic document generation, electronic signature acceptance, notarization processes and eRecording handoffs, shifting manual paper steps into automated, auditable workflows. The solution’s approvals for eClosing, eNote and eVault functionality from Freddie Mac and Fannie Mae dictated compliance and eMortgage handling requirements that informed rollout and operational controls.
The stated outcomes included accelerated and streamlined loan processing, reduced cycle times from closed loan to investor purchase, and secure generation, delivery, signature, close, transfer and storage of electronic loan documents using Solex eClosing. These capabilities supported Newrez in extending the digital setting through closing and into electronic recording and vaulting.
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Buyer Intent: Companies Evaluating Solex eClosing
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| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Solex eClosing Coverage
Solex eClosing is a Intelligent Document Processing solution from First American Docutech.
Companies worldwide use Solex eClosing, from small firms to large enterprises across 21+ industries.
Organizations such as Newrez, Movement Mortgage and Mountain America Credit Union are recorded users of
Solex eClosing for Intelligent Document Processing.
Companies using Solex eClosing are most concentrated in Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Solex eClosing are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Solex eClosing across Americas, EMEA, and APAC.
Companies using Solex eClosing range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 100%, and global enterprises with 10,000+ employees - 0%.
Customers of Solex eClosing 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 Solex eClosing 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.