Davis + Henderson/Filogix Success Story

OpenText and Filogix Create Collaborative Document Management Solution

Exchange 2.0 facilitates electronic exchange of data and deal documents for mortgage brokers and lenders

“Filogix provides a solution that allows clients to complete mortgage transactions electronically, securely, and very quickly. There is no need for paper, files, or storage. With Exchange 2.0 we’re able to demonstrate to our customer base that we are listening and building the solutions that they are asking for.”

— Greg Czylyski, Filogix Product Manager for Exchange, Davis Henderson Income Fund

Judy Dinn, EVP of Application Solutions and Greg Czylyski, Product Manager, Filogix Exchange, Davis + Henderson

Challenge

Originators and lenders wanted more streamlined processes for communicating and exchanging transaction information. Developing a faster, more efficient and secure system that uses less paper was going to be essential and a tremendous value-add for Filogix clients in the mortgage market.

Solution

• OpenText Document Management

Value

Mortgage brokers and lenders share and collaborate with all those that touch the deal in a highly secure environment. All documents are stored directly to a central deal folder either by faxing or uploading. Documents can be electronically sent back and forth, commented on, faxed or emailed out, and archived without a restriction on the size, number of pages, or document file type, for as long as required.

About the Organization

Davis Henderson is a leading provider of credit solutions for the retail lending, small business lending, commercial lending, equipment finance, real estate, and mortgage industries. As of June 2006, Filogix Limited Partnership started operating as a subsidiary of Davis Henderson Income Fund.

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