Streamlining the process of onboarding a new prospective customer is key to closing a sale. With WebMerge, you can quickly collect information about the customer and generate all the documents you need.
WebMerge provides loan servicing companies a simple way to generate all of the loan documents needed for a deal with the click of a button. Generate the application, send it off for an e-signature, and close the deal.
Wealth management firms can automate the piles of documentation that need to be created when a client wants to open a new account, transfer funds, and more. In an instant, generate all the documents you need without having to copy and paste anything. Learn how our smart documents work.