You Can Get Immediate Access Now To The Lending Industry’s ONLY Simple and Compliant Platform To Collect, Manage, And Store Your Client’s Private Documents!

  • Eliminate the use of unsecure email to collect and transmit your customers’ due diligence documents.
  • Provide your customers simple required document checklists depending upon their loan type
  • Provide your customers an easy-to-use document interface and e-sign documents all in one place
  • You get peace of mind by providing secure and compliant document management and storage of your customers’ private data.
digital transaction management | electronic signatures and forms


Watch this 9:07 video for an overview of how
DocuFirst can get your business compliant & give you peace of mind

Are You Ready To Get and Stay Compliant?

What We Offer

DocuFirst is classified as digital transaction management (DTM) software. DocuFirst provides you as a lender a secure, compliant online portal to present to your borrowers the documents you need from them as well as a method to collect those documents.

The DocuFirst easy-to-use online portal eliminates the need for sending unsecure email containing private and personal financial data.

Why You Need It

Simply… your peace of mind. The Docufirst document management and storage platform is EI3PA and HIPAA compliant as well as meeting Dodd Frank and Graham-Leach-Bliley data privacy requirements. It provides a shareable portal accessible from anywhere to safety get the data you need and store it.

You will never again be concerned about your compliance with existing regulations.

How It Works

DocuFirst is web-based and hosted within our Secure Tier 4 Data Center. The good news is that DocuFirst has already done all of the heavy lifting for you.

Once your account is set up, all you need to do is provide your customers access to their secure portal. In the portal they can immediately see their document checklist. Within their portal they can upload the required documents for your further processing. Plus, both you and they have access to their portal at all times.

Here are the features that will transform your business into a fully compliant business!

document management software

Document Management

Upload and Store all supporting documents with the ability to view, edit, annotate, merge, and extract pages. No third party software required.
  • Your lender’s required document checklist is completed for you.
  • Upload PDF, DOC, XLS, JPG, PNG, and more
  •  Compile any number of documents into a single PDF
  • View documents by status, category, group, and more
  • Email or Fax documents from DocuFirst
  •  Barcode Recognition for automated indexing
  • Allow third parties to directly upload documents

Store Data

Easily customize our web forms to store any type of data in your own personal Docufirst database. Data stored within Docufirst can be used to fill PDF forms, drive rules, and more.
  • Create workflows driven by data
  • Connect other systems using our API
  • Create field rules, linking, and more
  • Import or Export data
  • Custom calculation engine
custom web form builder
management software

Fill Forms

Import any Word Document or PDF form, and quickly map it with data from your Docufirst Web Form fields. It’s never been easier to fill and share your forms such as applications, disclosures, contracts, quotes, agreements, and more.
  • Form field validation to ensure completion
  • Supports field types such as text, checks, radio buttons
  •  Create rules for collaboration
  •  Quickly Digital Signature Fields

Electronic Signatures

Common lending documents are already set up for you and are ready for your borrowers to sign digitally
  •  Knowledge base authenticaiton
  • FIPS 140-2/3 level cryptographic protection
  •  Signature rules and workflows
  •  Comprehensive audit log
  •  Embed IP Address, Email, Date, Time
electronic signatures

Interested in DocuFirst?

Click the Sign Up Now button if you are ready to get compliant today. If you need more information or would like to schedule a free one-on-one demonstration please click the Request Demo button below.


Hosted Document Management Software

Securely Hosted

Security and Monitoring

DocuFirst servers are hosted within a tier 4 data center (including HIPAA compliant), which offers the highest level of security and redundancy. The data center has 24x7x365 on site security and monitoring.

Each client’s information is isolated within a unique database and document repository.

DocuFirst is EI3PA certified, which requires the use of the latest most robust security standards.

Backup and Recovery

DocuFirst performs nightly backups, on disk, both on-site and at a secure remote location.

DocuFirst servers are clustered for redundancy, and DocuFirst uses the latest hypervisor technologies which allows our network to maintain 99.9999% up time for our customers.

These are just a few of the reasons why our clients choose to host their loan data and documents with DocuFirst.

More Info

Get Your Copy of Our Award Winning Whitepaper, "Seven Key Factors You Need To Consider Before You Think About “Going Paperless”
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