Automate Mortgage Processing

Ephesoft supports a variety of financial and mortgage industry solutions for banks, mortgage originators and mortgage lenders. These solutions address a variety of processes for loan qualification, account openings, payment options, escrow management and mortgage closings.

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Achieve Optimal Efficiency


Within the branches of title, mortgage and legal industries, Ephesoft has improved processes that involve procedures like mortgage processing, mortgage loan due diligence and settlement services. Ephesoft Transact provides a solution for document classification and data extraction using scanning, indexing, OCR, ICR, OMR and advanced capture technologies.

Through reduced manual keying and speedy deployment, Ephesoft lowers costs and raises efficiency levels almost immediately. Business workflows start earlier, allowing more time for key stakeholders to make important decisions. Users process paperwork faster than ever, resulting in improved customer satisfaction. The easy-to-use platform streamlines tasks, making the work easier for everyone.

Close Loans Faster

Reduces time spent classifying, sorting and validating documents, allowing lenders more time for due diligence and to ensure regulatory compliance.

Process Multiple Mortgage Types

Extracts data from thousands of unstructured documents from any variation of category or source.

Higher Data Accuracy

Recognizes and authenticates key fields faster than a human, while continually learning and improving after each experience.

Easy Integration

The only system that makes ERP, CRM, document management and other programs document capture-enabled while integrating into existing processes.

Real-Time Insight & Analysis

Allows for more informed decisions with accurate and easily available KPIs, metrics and business data.

Unlimited Users & Scans

No limits on users. No limits on scans. We base licensing on the number of CPUs your organization needs.

Want a real life example?

With mortgage loan applications ballooning to an average of 700 pages, Mountain West Financial needed help organizing and extracting data.

About Ephesoft Transact


The mortgage industry is a paper-heavy environment. Between client documents and loan servicing forms, the total amount of individual pieces of paper can reach as high as a thousand. Ephesoft Transact allows staff to focus on what they do best rather than manually inputting data and organizing target sheets. Through the power of intelligent document capture software and data extraction, mortgage industry users save time, reduce errors and cut costs.