The Xerox Mortgage Services team will provide you with a variety of customized services to ensure complete satisfaction with your solution. All of our services are guaranteed. Our professional services team will work closely with your organization to configure your specific information, such as document types, loan stacking order and process flow information, in days, not weeks or months.

Configuration and Deployment services

The Xerox Mortgage Services team works with customers to help manage, control, and direct personnel, time, and material resources to complete projects effectively and efficiently. Here is a sampling of services offered to each of our customers. These services can be based on a production or pilot phase.

Process Mapping/Needs Analysis

It is important that the deployment team gain an understanding of your existing processes to ensure the maximum benefit is achieved for your implementation. The ProcessMap session details the inclusion of the BlitzDocs solution into your current process. Individuals from the your project team that are involved in the origination and/or post-closing processes participate in an interactive on-site or on-line session that outlines the enhanced processes you gain when using the new collaborative solution. The information regarding document submission, training requirements, notification processes, and more will be determined and documented. Organizations are able to immediately see both time and cost savings outlined in the redefined business process for efficiency. During the ProcessMap session, we work together to:

• Define infrastructure requirements and configuration necessary
• Establish required vendor support if needed
• Provide appropriate documentation
• Demonstrate product capabilities and identify items that may require changes for full-scale implementation

System Configuration

• Interfaces and Extensions
• Administration Setup (document types, stacking orders, user access security, and action sets for automated routing and notifications)
• Electronic delivery to investors testing and configuration

On Site, Go Live

• Site Support Transition Plan
• Implementation User Awareness Plan
• Hands-on-floor support for trained users in a production environment

Integration Support

Our client services team allows your IT staff to participate and collaborate in the design and development of user interfaces and integration. Although designed exclusively for the mortgage industry, BlitzDocs does not force a one-size fits all approach for your organization. We can customize the on-demand service to suit your needs, so the final configuration is one your IT group will understand and can support with your infrastructure.

Measuring Customer Satisfaction

Xerox Mortgage Services measures the success of our deployment services by the following criteria.

• Technical and functional performance to ensure that your requirements are met
• On-schedule performance to ensure that your deployment was measured in days
• Project completion within budget to ensure that no surprises occurred and minimal upfront investment was required