Integration Technology

Built for Mortgage Lending

DossDocs is built to integrate directly with your Loan Origination System (LOS ) and any other platform critical to your workflow. Our integration solution maps to your systems in a way that removes manual steps and cuts out operational friction. For a faster, more consistent process for generating on-demand mortgage loan documents.

Integration Technology

Built for Mortgage Lending

DossDocs is built to integrate directly with your Loan Origination System (LOS ) and any other platform critical to your workflow. Our integration solution maps to your systems in a way that removes manual steps and cuts out operational friction. For a faster, more consistent process for generating on-demand mortgage loan documents.

Integration Technology

Built for Mortgage Lending

DossDocs is built to integrate directly with your Loan Origination System (LOS ) and any other platform critical to your workflow. Our integration solution maps to your systems in a way that removes manual steps and cuts out operational friction. For a faster, more consistent process for generating on-demand mortgage loan documents.

Integration Technology

Built for Mortgage Lending

DossDocs is built to integrate directly with your Loan Origination System (LOS ) and any other platform critical to your workflow. Our integration solution maps to your systems in a way that removes manual steps and cuts out operational friction. For a faster, more consistent process for generating on-demand mortgage loan documents.

credit-union-loan-documents-symbol-BG-2

Integration Technology

Built for Credit Unions

Pay-per-use, instant access, 50-state compliant, and built by the industry’s most trusted advocate of the mortgage industry, Doss Law.

DossDocs Integrated Lending Lifecycle

Automation That Fits Directly Into Your Lending Workflow

How It Works

data-pull

Data Pull

DossDocs pulls your LOS data in real time through the API with no downloads or rekeying.

data-mapping-2

Data Mapping

The loan data maps to your custom fields and business rules, populating the selected doc set.

download-transfer-2

Download & Transfer

Download your loan docs instantly. The loan doc package is returned to your LOS through the API.

“DossDocs integration customers go from
LOS to loan package in 30 seconds.
No delays. No workarounds.”

Powering a smarter, faster document workflow.

Meet Our Integration Partners

We team up with the systems lenders trust most, making it easy to connect, automate, and move seamlessly from origination to closing.

Liquid Logics

Loan origination. Servicing. Fund management. Our integration with Liquid Logics connects directly into their cloud-based system, giving lenders a streamlined way to move from lead to close without extra steps or system friction. Built for control and flexibility, Liquid Logics supports complex lending workflows without getting in the way. And because it’s fully customizable, our integration fits into your existing process so you can scale faster, stay accurate, and keep your team in sync.

Mortgage Automator

Loan origination and servicing, all in one place. Our integration with Mortgage Automator makes it easy to sync documents, automate workflows, and manage every part of the lending process without switching systems. From compliance to investor reporting, everything connects cleanly so your team spends less time tracking down files and more time closing deals. With customizable pipelines and a constantly evolving feature set, Mortgage Automator keeps private lenders moving fast. Our integration helps make it even more efficient.

The Mortgage Office

Accuracy, scale, and reliability. Our integration with The Mortgage Office connects directly into one of the most trusted platforms in private lending. Whether you’re managing a high-volume portfolio or handling complex investor requirements, this integration helps keep your docs, compliance, and reporting fully aligned. TMO is built to handle the pressure, and our connection makes it even easier to streamline operations without sacrificing control. When precision matters, this is the kind of integration that pulls its weight.

Baseline

Built by lenders, for lenders. Our integration with Baseline connects into a platform designed to simplify operations and improve visibility across the entire loan lifecycle. From origination to servicing, it helps eliminate manual steps and create a cleaner, more efficient workflow. You get better data, zero workarounds, and a setup that scales with you. Baseline brings the origination structure, and our integration makes sure it fits right into the way you already work so you can grow without adding complexity.

Docusign

Early disclosures, handled. Our Docusign integration makes it easy to send Mortgage Loan Disclosure Statements and other early disclosure docs within the required 3 business days, at no extra cost. Borrowers are far more likely to sign a Docusign envelope than deal with printouts, scans, or faxes. Plus, you can track everything from your own Docusign account. No other doc platform offers this. If you’re licensed with the California DRE, this helps you stay compliant, move faster, and stand out.

Want to Connect Your LOS?

Whether you already use one of our supported LOS platforms or want to start a new integration, we make it easy to connect. Choose the option that fits your workflow.

Ready to Integrate?

Hundreds of lenders already rely on DossDocs. By integrating, you make your platform more valuable to current customers and more attractive to the ones you haven’t met yet.

Data Pull

DossDocs pulls your LOS data in real time through the API with no downloads or rekeying.

Data Pull

DossDocs pulls your LOS data in real time through the API with no downloads or rekeying.

Data Pull

DossDocs pulls your LOS data in real time through the API with no downloads or rekeying.

Video: How It Works

LOS Connection Request

Integration Partner Request

  • Updates first payment date and maturity date
  • Requires mutual agreement by borrower, lender, and guarantor
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in the same county
  • Residential or commercial real estate
  • Borrowers can be individuals, entities, or trusts
  • Up to 4 guarantors
  • Updates first payment date and maturity date
  • Requires mutual agreement by borrower, lender, and guarantor
  • Can be used post-closing to correct loan timelines
  • Full signature blocks
  • 50 states
  • Unlimited, free redraws on the same transaction
  • Borrowers can be natural persons, entities, trusts or any combination
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Establishes lien priority and payment subordination for senior and subordinate liens
  • Automatic subordination adjustments for most modifications
  • Defines enforcement and cure rights
  • 50 states
  • Unlimited, free redraws on the same transaction
  • Borrowers can be natural persons, entities, trusts or any combination
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Establishes lien priority and payment subordination for senior and subordinate liens
  • Automatic subordination adjustments for most modifications
  • Defines enforcement and cure rights
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in same county, residential or commercial
  • Borrowers can be natural persons, entities, trusts or any combination
  • Full signature blocks
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Cover Letter that can be moved onto Your Letterhead
  • Comprehensive Pre-Negotiation Agreement
  • With or Without a General Release
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in same county, residential or commercial
  • Borrowers can be natural persons, entities, trusts or any combination
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Cover Letter that can be moved onto Your Letterhead
  • Lists Events of Default
  • Confirms Cure Period
  • Computes total amount owed
  • Lists Remedies unless Defaults are cured
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in same county, residential or commercial
  • Borrowers can be natural persons, entities, trusts or any combination
  • Full signature blocks
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Up to 4 guarantors
  • Exhibit “A” for Amounts Owed Itemized and Total
  • Exhibit “B” for Other Fees
  • Exhibit “C” for Other Conditions to Effectiveness
  • Exhibit “D” for Lender Listing
  • Updates first payment date and maturity date
  • Requires mutual agreement by borrower, lender, and guarantor
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in the same county
  • Residential or commercial real estate
  • Borrowers can be individuals, entities, or trusts
  • Up to 4 guarantors
  • Updates first payment date and maturity date
  • Requires mutual agreement by borrower, lender, and guarantor
  • Can be used post-closing to correct loan timelines
  • Full signature blocks
  • 50 states
  • 1 or 2 borrowers
  • 1 or 2 properties in same county, residential or commercial
  • Borrowers can be natural persons, entities, trusts or any combination
  • Full signature blocks
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Up to 4 guarantors
  • Notary for state where the borrowers and/or guarantors will sign
  • Keeps terms private by generating a recordable memorandum
  • Available in all 50 states
  • Fannie Mae based mortgage
  • Seller financing document set designed for residential or non-owner-occupied property
  • Full All-Inclusive Deed of Trust (AITD) functionality built-in, includes custom-drafted AITD Rider for Note and Security Instrument
  • Two-part output for the e-signable disclosures and final wet-sign promissory note and security instrument
  • Includes Promissory Note, Security Instrument with embedded riders, and full closing instructions
  • Condo and PUD Rider options embedded into the Security Instrument
  • Allows guarantors
  • Clear lien priority tracking with existing senior loans
  • Interest-only or amortized monthly payment options
  • Balloon payment support with final payoff summary
  • Prepayment penalty option with customizable terms
  • Customizable terms including interest, payment structure, grace period, and late charges
  • Seller Financing Instructions with title/escrow checklist
  • Hazard Insurance Disclosure and mortgagee endorsement setup
  • Customizable fee entries (doc prep, tax service, flood cert, etc.)
  • E-signable where permitted
  • Full TRID compliant docs – including the LE and CD
  • DocuSign active on the Consumer Bridge Loan Estimate
  • 11-month max term (11 months plus per diem interest period)
  • All federal and state disclosures for DRE and CFL licensees
  • Flexibility to put a lien on the existing home, new home or both
  • HOEPA compliance
  • 3 Day Right to Cancel if placing a lien on the existing residence
  • All calculations performed – including APR and TIP
  • Special customizable escrow instructions to the purchase escrow
  • NMLS endorsement required
  • Ability to repay & credit not relevant
  • No prepayment penalties or guaranteed interest
  • Most are Section 32 = HUD counseling & no financing of soft fees
  • 4%, 15-day late charge
  • No limitation on rates or points

Business Purpose
Construction Loan Docs Features

  • Business purpose residential or commercial real estate
  • 1 or 2 borrowers
  • 1 or 2 properties in the same county
  • 1st, 2nd, 3rd or 4th lien priority for each property
  • Borrowers can be natural persons, entities, trusts or any combination
  • Full signature blocks
  • Full closing instructions
  • Can be used by broker or lender, CFL, DRE, CRMLA, state licensed or exempt
  • Referral fee and co-broker options
  • Up to 4 guarantors
  • Fixed or adjustable rate provisions
  • Default rate option
  • Impounds option
  • Extension option with choice of conditions
  • Line of credit option
  • Mortgage Loan Disclosure Statement for every state
  • DocuSign active on all early disclosure documents
  • CFL disclosure for CFL lenders
  • Comprehensive loan agreement
  • Comprehensive guaranty
  • Comprehensive environmental indemnity for commercial loans
  • Holdback option
  • DSCR option
  • Capital reserve option
  • Debt service reserve option
  • Interest reserve option
  • Guaranteed interest option
  • Prepayment penalty option
  • Amortized or interest only
  • Business purpose certificate
  • Non-owner occupancy declaration
  • Choice of title endorsements
  • Ability to add custom clauses or addenda to closing instructions, note, security instrument and loan agreement
  • Up to 6 payoffs
  • Many, many varieties of lender and broker fees
  • Cannabis clauses
  • PACE and HERO clauses
  • Multi-lender or single lender friendly
  • Comprehensive entity consent, LLC, GP, Corp.
  • Certification of trust for trust borrowers

Broker Investor Package Features

  • 50 States
  • Complete set of investor docs and disclosures for brokers
  • Lender/Purchaser Disclosure Statement (up to 10 investors)
  • Investor Questionnaire
  • Loan Sale and Servicing Agreement
  • IRS W-9.
  • The application generates a separate set for each investor

Business Purpose Loan Docs Features

  • Instant loan docs with unlimited, free redraws on the same transaction
  • 50 state coverage (lender state governs choice of law except security instrument)
  • Secured by residential, multi-family or commercial real estate
  • Up to 2 borrowers of ANY type (full signature blocks, not blanks)
  • Up to 2 properties cross-collateralized within any state or between any two states
  • Up to 4 guarantors
  • 1st or junior liens
  • Pre-Maturity Default Compensation Options
  • Reports Feature to save all of your data for any year end reports to regulators or for internal use
  • Balloon or amortized, up to 3 payment sequences
  • Fixed or adjustable (multiple benchmarks to choose from)
  • Closed-end or Line of Credit
  • Guaranteed Interest feature
  • Multiple prepay options such as 5-4-3-2-1 etc.
  • Full closing instructions with choice of endorsements, exceptions and title insurance amounts
  • Mortgage Loan Disclosure Statement, including new multi-state form (picks the right form and does all the math)
  • Interest reserves and holdback
  • Co-Broker and Referral Fees
  • Grace Period and Late Charge Percentages
  • Exit Fee feature
  • Appraisal Rebalance Option
  • “Bad Boy” Guaranty option
  • Special Purpose Entity (“SPE”) option
  • Non-Borrower Security Instrument Signer
  • Multitude of fees plus custom fees can be input
  • Ability to add custom clauses to note, security instrument, loan agreement and closing instructions
  • PACE and HERO clauses
  • Entity Authorization (Minutes)
  • Cannabis clauses
  • Extension options
  • Letter to senior lender for junior loans
  • Debt Service Coverage Ratio, Capital Reserve, Debt Service Reserve options
  • Full disclosures and common forms such as Loan Agreement, CFL, Fair Lending, Compliance Agreement, ECOA, Balloon Notice, Declaration of Non-Owner Occupancy, Business Purpose Declaration, Patriot Act, Arbitration, Environmental Indemnity (commercial), Trust Certification for trust loans
  • DocuSign active on all early disclosure documents
  • ACH option
  • W-9