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What is SOLEX?

Solex serves as a versatile and comprehensive platform designed to enable lenders to fully embrace the digital lending transformation. By seamlessly integrating with the ConformX dynamic document generation system, Solex maximizes digital efficiency for every loan processed. This flexibility allows lenders to choose the most appropriate solutions aligned with their unique strategies, addressing every phase from point-of-sale to post-closing. With features such as eDelivery, eSignature, eClosing, and eVaulting, Solex provides a robust and streamlined package. The eClosing functionality of Solex significantly boosts efficiency in the eSigning process, ensuring a uniform experience from the initial document creation to final execution. Borrowers are empowered by the ability to sign documents electronically on any device and from any location, while settlement agents enjoy enhanced direct engagement with the loan during the eClosing phase. Additionally, the launch of Solex Orders enriches the eClosing experience, allowing any document generation engine to support a hybrid eClosing process for borrowers, fostering both flexibility and innovation in lending. This enhancement not only improves the overall user experience but also equips lenders to better meet the dynamic needs of the market, ultimately promoting growth and adaptability. As a result, Solex is positioned to lead the charge in the ongoing evolution of digital lending solutions.

What is DocSales?

With ZERO CLICKS, you can effortlessly generate proposals, quotes, and contracts by simply dragging the opportunity card from your CRM into Sales Documents—it's that simple! This functionality is compatible with well-known CRMs such as Close.com, Hubspot, and Pipedrive. DocSales enhances your document management by allowing you to: (1) Use Google Docs as a customizable template editor for complete personalization; (2) Automatically generate a new document using the Google Docs template alongside the CRM opportunity; (3) Secure the document and send it to your client for electronic signature through either DocSales eSign or Docusign; (4) Monitor when the document has been opened by the recipient; (5) Easily move the opportunity card to a different column or phase, or mark it as won; (6) Seamlessly connect with billing systems or payment processors to streamline your workflow. This comprehensive approach simplifies the entire sales process, making it more efficient and user-friendly.

Media

Media

Integrations Supported

Black Knight Empower
Blend
Calyx
Encompass
Glance
MortgageFlex
MortgageHippo
NetOxygen
NotaryCam
SimpleNexus Mortgage Platform
Wipro Cloud Studio

Integrations Supported

Chargebee
Close
Google Docs
HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Stripe

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$29 / month
Price per user and plan.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

First American Docutech

Company Location

United States

Company Website

docutech.com/solutions/solex/

Company Facts

Organization Name

DocSales

Date Founded

2019

Company Location

United States

Company Website

www.docsales.com

Categories and Features

Digital Signature

Not specified

Document Management

Not specified

Mortgage and Loans

Not specified

Categories and Features

Digital Signature

Audit Trail
Authentication
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Digital Signature
Templates

Proposal Management

Automatic Formatting
Contact Management
Content Repository
Document Management
Electronic Signature
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Proposal Management

Sales Acceleration

CPQ
Sales Intelligence
Sales Workflow Management

Sales Enablement

Not specified

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