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Fortis MergeIt
Repack multiple documents into one cohesive PDF file
Fortis MergeIt is designed for banks, mortgage brokers, lenders, title companies, automotive dealers, and legal firms, to name a few, that require a simple way to pull Fortis documents from various document types or databases into one cohesive loan, title, deal jacket or legal packet that can be automatically delivered to a lender (i.e. Countrywide, Citibank, etc.) or service bureau.
Fortis MergeIt allows a user to enter one or several key values to retrieve Fortis documents from various document types, and export the result set into one cohesive PDF file. Fortis MergeIt also provides auto sorting of documents. For instance, based on the lending, title or general deal jacket format, Fortis MergeIt can sort or sequence Fortis documents so certain predefined pages come before others. Fortis MergeIt automatically reorders pages to fit within your required virtual project format requirements.
Part of the difficulty in managing mortgage loans is the paperwork and delivery of documents to lending institutions. With Fortis MergeIt, users within a mortgage company can quickly find all related documents throughout Fortis within one single interface. The lender then gets the loan package in the order, format and delivery method they require which reduces post processing lending functions. The mortgagee then gets the loan quicker and each party within the process significantly reduces their overhead costs.
With Fortis MergeIt users simply type a docket, packet, title or loan number into a prompt and a .Net Web Service pulls all documents throughout the Fortis system and exports them in proper order to a single PDF or TIFF file and then is uploaded to an FTP site, network directory or presented in Adobe Acrobat for email.
How Does it Work?
| • | Fortis MergeIt is written using ASP.Net. The .Net FrameWork 2.0 and ASP.Net is required on the web server hosting the application. A Fortis LAN client installation is required on the server hosting the application. |
| • | Basic configuration of Fortis MergeIt is required and exists in the web.config file. |
| • | A web form allows for a loan number or series of loan numbers to be provided. Additional elements on the form include export type (PDF), and lender. |
| • | Authentication to the web form is controlled through Windows/IIS permissions. A single Fortis logon is used to authenticate to Fortis and perform the exports. |
| • | Based on the loan, docket or user defined number(s) provided, the application will find all loan, title or legal documents related to a particular loan, title or legal action in Fortis, export them, and merge them into a single image file. Note that no facilities are in place to support multiple exports simultaneously to the same vendor. |
TRY OUT Fortis MergeIt LIVE!
- Fortis MergeIt DEMO
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