Clients weigh in on SureDocs
“Using SureDocs is the most efficient and easiest way of sending any important documents online. It keeps track of when you sent it, and it also notifies you once the client has viewed and signed these documents. I have a very large load of work. Rather than mailing, which takes so much time, SureDocs makes the volume 100% easier for me, especially when there’re any changes on the disclosures. All I have to do is resend it, with no hassle of printing them and manually mailing them out again. I sent out more than 100 pages of disclosures every day, so it saves me time and paper as well. The disclosures we send out are very important and contain confidential information, and SureDocs gives the assurance that it is sent securely and will safely arrive into the clients hands. SureDocs saves both our time and our environment.”
Mellanie Palomo
Guidance Residential, LLC
“Most of our loan originators use SureDocs. It allows me to deliver documents in a timely manner, as well as save on paper and UPS charges. One of the major benefits is being able to have signatures done quickly when we are close to closing on a deal. In today’s financial climate, everyone is making sure that every “t” is crossed and every “i” is dotted. I can get those last minute documents re-signed and have my final documents drawn for escrow with very little time in between. I can even do transactions outside the Seattle area without leaving my office. I can only imagine how much work people who don’t use SureDocs are doing, especially now that most lenders are starting to turn to e-signatures. Also, the customer service is top-notch. a la mode is more than willing to help with the customer’s concerns and questions when the customer can’t figure it out.”
Betsy Moore
Moore Mortgage Solutions
“We have used SureDocs since 2007 and have been highly satisfied with the product. It is user friendly and consistent. If I ever have any questions, a la mode always supplies me with a quick answer.”
Stephen Brady
TexasLending.com
“SureDocs has saved us $61,250 in a year in overnight shipping bills, copier and storage expenses. Needless to say, it’s paid for itself many times over. We’ll send the GFE with SureDocs and if something changes, or if we switch lenders, we would be hit with shipping fees and delays every time if we didn’t have SureDocs. And the other thing you can’t put a price on... As an owner, it protects me and that’s huge. With SureDocs, there’s a full audit trail I can access for any signature on any doc. The peace of mind is priceless.”
Andy May
American Dream Residential
“I have told all my colleagues about SureDocs and have expressed how much easier it is to get things done. The quickness of borrowers signing electronically allows me to close loans quicker and easier. It saves me from the cost of gas and overnight delivery. I love this software. It has helped to produce more business for me, and I have a lot less headaches while trying to get disclosures signed. The biggest thing is that realtors love it. It’s very mainstream, and it’s easier for their clients!”
David Sung
Secure Mortgage Company
"The best part about Sure Docs is: borrowers can do everything over the internet if they choose. This is simply another way for our clients to have access to us. People EXPECT to be able to use the Internet, this makes it easier. And, it MAKES me money by being more accessible to people."
Rob Riforgiate
Vilocity Financial, LLC
"We save a ton of money with SureDocs. Overnight packages cost $20 and if I originate 10 loans per month, that's $200 in a single month so SureDocs pays for itself immediately.
It saves time, too. If I complete an application tonight (which I frequently do), I would not be able to send it VIA UPS or FedEx till the following day. If it is Friday, the package would not be delivered until Monday, as long as I got it to a pickup in time on Saturday. Time is money. Every day you lose in sending a package is one more day someone can change their mind about the transaction OR the possibility of needing a longer term lock. It makes me more efficient too, so I can originate more or work less.
MDIA does not allow the originator to order the appraisal UNTIL the TILA is signed OR on the 4th business day, whichever comes first. With SureDocs there is no waiting for a returned signed package. It's also an easy way to track when a customer receives the doc, when they signed, etc."
Melinda Ohnstad
American United Mortgage Corporation
"I love SureDocs because it converts any document to PDF by printing it, so I don’t need to buy expensive PDF generator software. Plus, it’s GLB compliant and safely sends sensitive public information instead of sending in regular e-mail, which is not secure. If a client had ID theft due to negligence in not being GLB compliant, the LO gets to foot the bill for legal fees, so this peace of mind is critical. Flagstar Bank accepts SureDocs on their conventional loans, which saves me a ton of time and money. I don’t have to print thousands of pages every year, so it’s environmentally friendly too. Another benefit is that it records all docs processed for 5 years, so in case of an audit, I have proof of delivery and can find it easily. I also appreciate the 24x7 customer support.”
Nevin Williams
First Priority Financial
"I'm very slow to change and resisted SureDocs for several months before being forced to use it or have my commission docked! It was that big of a deal....and so I started and I absolutely love Sure Docs now. It saves me so much time and that of my clients as well. Thanks!"
Pat Myrick
Home Team Mortgage
“We have been using eSignatures for the past 5 years. As soon as SureDocs was available, we switched from DocUsign because SureDocs was more cost effective, it is easier to use, and it’s got extra tools we couldn’t find elsewhere. Before eSignatures, we had to meet with 80% of our clients face-to-face. But now, we deliver loan docs via SureDocs to 90% of our borrowers. We’re more efficient, faster and the signing process is much easier. We do receive loan applications from soldiers that have been deployed overseas. The ability to send documents to two people at the same time regardless of location is a great benefit.”
Goni Karamuco
Texas Lending
"We had our best year in 2009, largely because we invested in technology like SureDocs. It has significantly expedited turn times because we get signatures back in a few minutes rather than days. Yes, new regulations have slowed down processing, but SureDocs counteracted those delays and helped us succeed more than ever.
A few things people may not think about – First, SureDocs drastically reduces errors, because borrowers know exactly where they need to sign and there’s no wasted time going back and forth. Second, it’s more professional than back and forth faxing, and we save so much administrative time. No more overnight shipping packets, printing, mailing, copying, etc. SureDocs has made a staggering impact.
Other solutions charge on a per-doc or per-transaction model, but SureDocs is unlimited usage and that’s a big deal to us. If you’re paying any other way, you’ve got to look at SureDocs instead.
I recommend SureDocs to anyone. Your annual investment will be recouped in the first month and the rest is adding to your bottom line."
Pete Sokolovic
Hunter Financial Group
