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A complete set of automated forms and documents can be printed from the system.
You can either define default form bundles for your loan products or build a custom one within the loan application.
The LOS then populates the information on the PDF documents for you. All fields not filled automatically are extracted by the LOS and presented to you as prompts. Using the prompts, the user can enter the information once (e.g. name of lawyer) and have it automatically appear on all the forms, in the appropriate box and where applicable.
Generating forms and contracts has never been this easy and efficient.
Documentation includes:
- Loan Agreements
- Collateral Agreements
- CMHC Forms
- Cost of Credit Disclosure Forms
- Life and Disability Insurance Forms
Forms available for the following Canadian provinces:
- British Columbia
- Alberta
- Saskatchewan
- Manitoba
- Ontario
- Quebec
Contact us for a complete list for your organization.
*Canadian version.
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