Trailing documents — such as recorded deeds, final title policies, or corrected signatures — often arrive late, incomplete, or disconnected from the original file. Manually matching and merging these into closed loan packages slows investor delivery, increases compliance risk, and leaves gaps in SLA tracking. Teams spend valuable time searching, validating, and re-sending missing pages.
STACX automates the entire lifecycle of trailing docs. Incoming trailing packages are detected, classified, and automatically merged into the parent file — eliminating manual matching. Exceptions are highlighted instantly, with tools for rollback and correction when needed. SLA dashboards track completion, while secure archival ensures audit-readiness.
Whether handling hundreds or thousands of loans, STACX ensures no trailing document slips through the cracks.
Instantly detects trailing docs and links them to the correct loan file.
Appends new pages into the original loan package with full audit logging.
Flags missing or mismatched documents; allows rollback or manual resolution.
Configurable rules highlight missing policies, deeds, or signatures.
Instantly detects trailing docs and links them to the correct loan file.
Permissions for merge, rollback, and exception handling.
Track outstanding trailing docs and resolve delays proactively.
Complete history of merges, changes, and deliveries.
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Ready to eliminate your Trailing Documents backlog?
ATL simplifies complex mortgage processes through automation, AI insights, and secure APIs — driving speed, accuracy, and compliance at scale.
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ATL simplifies complex mortgage processes through automation, AI insights, and secure APIs — driving speed, accuracy, and compliance at scale.
