Apps Run The World Apps Purchases

Customer	Industry	Empl.	Revenue	Country	Vendor	Application	Category	When	VAR/SI	Insight Source
AgFirst Farm Credit Bank	Banking and Financial Services	3200	$450M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2018	n/a	In 2018, AgFirst Farm Credit Bank deployed DocMagic Total eClose to standardize disclosure generation and closing workflows. The deployment used DocMagic Total eClose within the Intelligent Document Processing category to support underwriting, loan origination, closing, compliance, and customer service functions across its U.S. mortgage operations. DocMagic Total eClose was configured to create initial disclosures and preliminary closing disclosures, to capture required borrower documentation for underwriting, and to coordinate ordering of third party documentation. Functional capabilities implemented included automated document assembly and disclosure generation, customer communication workflows for disclosure delivery and status updates, and eClosing orchestration aligned with Intelligent Document Processing practices. The implementation integrated with Mortgage Bot for boarding originations and with Power Manager for originating Point of Sale loans, supporting conversion and processing of C2P loans, purchase transactions, refinances, and Jumbo loans through to closing. Operational scope covered origination through closing handoffs, with the system embedded in loan processing and closing operations. Governance and process changes focused on compliance workflows to ensure disclosures and communications met FNMA requirements, local state and federal regulations, RESPA guidelines, and Reg Z and Reg B obligations. Process standardization centralized document collection, disclosure production, and third party ordering to create repeatable underwriting and closing workflows using DocMagic Total eClose.
Truliant Federal Credit Union	Banking and Financial Services	800	$175M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2020	n/a
	Banking and Financial Services	1030	$240M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2021	n/a
	Banking and Financial Services	1818	$932M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2017	n/a
	Banking and Financial Services	1040	$350M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2018	n/a
	Banking and Financial Services	2500	$500M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2021	n/a
	Banking and Financial Services	10000	$2.5B	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2017	n/a
	Banking and Financial Services	1161	$97M	United States	DocMagic	DocMagic Total eClose	Intelligent Document Processing	2019	n/a
	Banking and Financial Services	510	$100M	United States	Tungsten Automation	Tungsten Transact (formerly Ephesoft Transact)	Intelligent Document Processing	2018	n/a
	Banking and Financial Services	1020	$300M	United States	Tungsten Automation	Tungsten Transact (formerly Ephesoft Transact)	Intelligent Document Processing	2017	n/a

Logo

Customer

Industry

Empl.

Revenue

Country

Vendor

Application

Category

When

VAR/SI

Insight

Insight Source

AgFirst Farm Credit Bank

Banking and Financial Services

3200

$450M

United States

DocMagic

DocMagic Total eClose

Intelligent Document Processing

2018

n/a

In 2018, AgFirst Farm Credit Bank deployed DocMagic Total eClose to standardize disclosure generation and closing workflows. The deployment used DocMagic Total eClose within the Intelligent Document Processing category to support underwriting, loan origination, closing, compliance, and customer service functions across its U.S. mortgage operations. DocMagic Total eClose was configured to create initial disclosures and preliminary closing disclosures, to capture required borrower documentation for underwriting, and to coordinate ordering of third party documentation. Functional capabilities implemented included automated document assembly and disclosure generation, customer communication workflows for disclosure delivery and status updates, and eClosing orchestration aligned with Intelligent Document Processing practices. The implementation integrated with Mortgage Bot for boarding originations and with Power Manager for originating Point of Sale loans, supporting conversion and processing of C2P loans, purchase transactions, refinances, and Jumbo loans through to closing. Operational scope covered origination through closing handoffs, with the system embedded in loan processing and closing operations. Governance and process changes focused on compliance workflows to ensure disclosures and communications met FNMA requirements, local state and federal regulations, RESPA guidelines, and Reg Z and Reg B obligations. Process standardization centralized document collection, disclosure production, and third party ordering to create repeatable underwriting and closing workflows using DocMagic Total eClose.