Name: smartCLOSE by DocMagic
Author: DocMagic

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Proposal Software

smartCLOSE is a collaborative closing solution offered by DocMagic that combines collaboration, compliance, workflow, and document management in one platform. According to the vendor, it aims to streamline the closing process for lenders, settlement providers, and associates by providing a seamless and synchronized workflow. This versatile solution caters to professionals in the lending, settlement, title agency, loan officer, and mortgage industries, offering them a platform to view, edit, and exchange data and fees prior to closing.

## Key Features

**End-to-end workflow**: According to the vendor, smartCLOSE allows users to view and edit loan closing data in a synchronized collaborative workflow. It aims to enable lenders, settlement providers, and associates to work together seamlessly in the closing process by providing a single platform.

**Continuous Compliance**: The vendor claims that smartCLOSE compares changed values to ensure TRID (TILA-RESPA Integrated Disclosure) tolerance monitoring. It is designed to help maintain compliance with TRID regulations by monitoring changes in loan closing data and providing alerts and notifications when changes exceed tolerance thresholds.

**MISMO 3.3 compliant**: The vendor states that smartCLOSE is certified MISMO (Mortgage Industry Standards Maintenance Organization) 3.3 compliant for XML data and document exchange. It aims to ensure compatibility and standardization of data and document exchange between different systems, facilitating seamless integration with other mortgage industry software and platforms.

**LOS Integration**: According to the vendor, smartCLOSE offers bi-directional integration with leading Loan Origination Systems (LOS). It aims to allow for seamless data exchange between smartCLOSE and LOS platforms, reducing manual data entry and improving efficiency in the closing process.

**Instant Communication**: The vendor claims that smartCLOSE provides real-time chat and instant messaging within the platform. It aims to enable quick and efficient communication between lenders, settlement providers, and associates, facilitating collaboration and problem-solving during the closing process.

**Automated Event Logging**: According to the vendor, smartCLOSE offers automated event and audit logging. It aims to track and record all activities and changes made within the platform, providing a comprehensive audit trail for compliance and accountability purposes.

**eDelivery**: The vendor states that smartCLOSE provides integrated eDelivery of borrower disclosures. It aims to enable electronic delivery of borrower disclosures directly from the platform, reducing the need for physical document delivery and improving efficiency.

**Settlement View**: According to the vendor, smartCLOSE offers a settlement/title agent pipeline view. It aims to provide a centralized view of the settlement/title agent pipeline, allowing for easy tracking and monitoring of the status of each closing.

**Generate and Deliver GSE-Certified UCD Files from inside SmartCLOSE!**: The vendor claims that smartCLOSE enables the generation and delivery of GSE (Government-Sponsored Enterprise)-certified UCD (Uniform Closing Dataset) files directly from the platform. It aims to ensure quality control, loan delivery timing, and compliance by automating data quality and compliance validations prior to UCD creation.

smartCLOSE is a proposal automation offering from DocMagic headquartered in Torrance, California. Oriented around lenders and borrowers, the vendor emphasizes compliance features.

Business

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smartCLOSE by DocMagic

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

eSignSystems SmartClose Demo

DocMagic

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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smartCLOSE by DocMagic

Overview

What is smartCLOSE by DocMagic?