Exchange

Exchange is our collaborative document management solution for electronically managing all of your deal documentation and facilitating transmission to the Lender. Brokers and Lenders can correspond on deals in real time via Exchange. To ensure timely communication, email alerts can also be set-up to notify of actions completed within the system. Exchange is fully-integrated with Expert.

The benefits of Exchange are not just its collaborative capabilities, but also its secure and electronic storage capacity, and the wherever/whenever web access. Documents are stored without a restriction on size, number of pages, or file type; for as long as you require and in compliance with your internal and regulatory requirements.

To request a demo, click here

If you currently have access to Exchange and would like more information, or to get started using Exchange, click here

What are the Top 10 Reasons to use Exchange 2.0?

  1. Unique ability for Originators and Lenders to collaborate on deals (i.e. communicate, transmit documents)
  2. Immediately realize increases in productivity, decreases in administration and as a result, cost-savings.
  3. Move one step closer to the paperless office, which is not only a benefit for the environment, but also reduces your storage costs.
  4. Keep all your deal documents in one central location, without a restriction on size, number of pages, or file type. Store documents for as long as you need!
  5. Email notifications can be set-up through Exchange to notify you when actions have been completed in Exchange.
  6. Since Exchange is web-based you can access your deal documents anytime and anywhere.
  1. Exchange’s simple interface is intuitive and easy to learn. You will have minimal requirements for training before your staff can start taking advantage of Exchange.
  2. Ensuring compliance through:
    • Controlled and audited staff access
    • Increased ability to detect fraud/forgery
    • Enforcement of internal reviews and auditing policies
    • Elimination of document duplicates and manual entry errors
  3. Take advantage of the seamless integration with Expert. Users of Expert sign-in through Expert and if an Exchange user, can gain access automatically. Both Expert and Express (Lender underwriting solution) offer automatic folder creation to minimize manual work.
  4. Exceeds security and regulatory standards, to ensure your data is always well protected.