Skip to main content
Thu, 07/31/2003

Integrated mortgage customer contact management enhances loan officers' service to borrowers

CARSON, Calif. - Aug. 11, 2003 - Document Systems, Inc. (DSI), a developer of software, tools and Web-based systems for the production of compliant loan document packages, today announced that in second quarter 2003, more than 250 loan officers chose to implement LoanMagic. LoanMagic is DSI's fully integrated mortgage customer contact management system specifically designed to meet the needs of loan officers. It streamlines the tasks involved with acquiring leads, managing contacts and gathering all personal and credit information necessary to secure a loan.

"LoanMagic takes me from loan officer to loan analyst," said Matthew M. Olson, loan officer with Millennium Mortgage Corp. "As a result, I can pass on a deeper understanding of the benefits of different loan products to my clients, which helps them to make the best decision to suit their individual needs."

LoanMagic was developed to improve the process of gathering information at the front-end of the loan process and provides loan officers with a tool to help them before, during and after the sale of a loan. The system enables loan officers to manage leads and client information, compare loan programs, create loan documents, schedule meetings, store financial information and transfer reports to clients and contacts.

The system interfaces with desktop underwriting programs, other third party service providers, is able to communicate directly with investors for locking rates and can seamlessly transfer information to DocMagic®, DSI's closing loan document production software, to create customized closing documents, eliminating the need to re-enter data.

"LoanMagic's side-by-side comparison reports give my clients the information they need to make an educated decision," said Edwin Gray, senior mortgage consultant with Original Mortgage Source, L.L.C. "The flexibility provided by LoanMagic enables me to now provide a level of service to my clients that I believe is unequaled in the industry."

"We developed LoanMagic to provide loan officers with the tools that they need to not only sell a loan, but create 'customers for life,'" said Don Iannitti, president and CEO of Document Systems, Inc. "LoanMagic enables us to provide loan officers and brokers with every tool they will need from the time a client first walks into their office to the time they close the loan."

About Document Systems, Inc.
Founded in 1988 and headquartered in Carson, Calif., Document Systems, Inc., is a mortgage technology company that develops software, processes and web-based systems for the production of compliant loan document packages. Along with its loan document production system, DocMagic®, DSI provides legal expertise regarding the completion of all applicable forms, and both guarantees and warrants that all agency forms are up-to-date and in compliance with GSE requirements. DSI's staff includes a team of compliance experts that constantly monitor legal and regulatory changes at federal and state levels to ensure accuracy. DSI is the first company in the mortgage industry to develop a fully integrated mortgage customer contact management system, LoanMagic™, that is specifically designed to meet the needs of loan officers to help streamline the tasks involved with acquiring leads, managing contacts and gathering all personal and credit information necessary to secure a loan. For more information on DSI, visit the company's Web site at www.docmagic.com.