--- title: "What Sets Good Loan Document Providers Apart: Clues to Success" description: Join the First American network of trusted title agents with comprehensive tools and resources. image: http://cdn2.hubspot.net/hubfs/1882785/CluestoSuccess-472267-edited.jpg --- - Solutions - [Overview](https://docutech.com/solutions/) - [Document Solutions](https://docutech.com/solutions/document-solutions) - [eClosing](https://docutech.com/solutions/eclosing/) - [Document Generation](https://docutech.com/solutions/document-generation) - [Fulfillment](https://docutech.com/solutions/solutions-fulfillment) - Resources - [Overview](https://docutech.com/resources/) - [Solution Briefs](https://docutech.com/resources/solution-briefs) - [Request a Demo](https://docutech.com/docutech-request-a-demo) - [Compliance](https://docutech.com/resources/compliance) - [Blog](https://blog.docutech.com) - Partners - [Overview](https://docutech.com/partners/) - About Us - [Overview](https://docutech.com/about-us/) - [Contact Us](https://docutech.com/about-us/contact-us) - Let's Talk - Solutions - [Overview](https://www.docutech.com/solutions?hsLang=en) - [Document Solutions](https://www.docutech.com/solutions/document-solutions?hsLang=en) - [eClosing](https://www.docutech.com/solutions/eclosing?hsLang=en) - [Document Generation](https://www.docutech.com/solutions/document-generation?hsLang=en) - [Fulfillment](https://www.docutech.com/solutions/solutions-fulfillment?hsLang=en) - Resources - [Overview](https://www.docutech.com/resources?hsLang=en) - [Solution Briefs](https://www.docutech.com/resources/solution-briefs?hsLang=en) - [Request a Demo](https://www.docutech.com/docutech-request-a-demo?hsLang=en) - [Compliance](https://www.docutech.com/resources/compliance?hsLang=en) - [Blog](https://blog.docutech.com/) - Partners - [Overview](https://www.docutech.com/partners?hsLang=en) - About Us - [Overview](https://www.docutech.com/about-us?hsLang=en) - [Contact Us](https://www.docutech.com/about-us/contact-us?hsLang=en) # What Sets Good Loan Document Providers Apart: Clues to Success Apr 5, 2016 Topics: [Customer Service](https://blog.docutech.com/tag/customer-service) With so many required changes to the data and documents we deliver to our borrowers, partners and the government; many loan originators are considering necessary upgrades to their technologies. But how can you tell the most successful vendors apart from those who cannot deliver? You must seek out the clues to success.   **Clue 1: Good loan doc providers perform exhaustive initial discovery** When upgrading technology, a vendor who understands the team and the senior executives’ expectations and resources is pivotal to success. Knowing all of the requirements and, more importantly, the expectations of senior management before the first step is taken is a best practice followed by the best vendors. Initial due diligence is key to any successful mortgage document technology implementation.   **Clue 2: Good loan doc providers lay out a detailed implementation timeline** Once the expectations have been set, a detailed timeline can be created. Beginning the implementation before the entire plan is finished and approved by management is an invitation for scope creep and a sure sign that the vendor isn’t going to be successful.   **Clue 3: Good loan doc providers respect the budget** Scope creep is the leading cause of budget overruns for technology implementation projects. In our business, we see that quite often when compliance concerns prompt executives to ask for additional functionality after the initial timeline has been approved. Good vendors have an advantage here as their initial due diligence would have already uncovered these concerns and they would already be built into the timeline. Successful loan doc providers stick to the plan; complete the implementation; and then create a new plan to implement any additional functionality required by the client. Any other approach risks being a bad implementation experience.   **Clue 4: Good loan doc providers employ a system for constant communication** The surest sign that you’re dealing with a successful vendor is clear communications flowing between the parties on a regular basis. From defining the initial project plans through to the cutover, good information sharing is a hallmark of the industry’s top loan document providers. There will always be unanticipated situations that must be clearly understood by all parties so that quick solutions can be identified to keep the project on track.   Installing a new mortgage document technology can seem overwhelming and will quickly become so if the wrong vendor is chosen for the implementation. Looking for and finding these clues will lead any technology buyer to a vendor who understands the meaning of success and knows how to achieve it. [Return to Blog](https://blog.docutech.com) ### Stay informed. --- Subscribe to emails to get notified when new content is published. ### Category / Topics [Customer Service](https://blog.docutech.com/tag/customer-service) ### Recent Posts #### [Why Lenders Shouldn't Be in the Document Fulfillment Business | Part 1](https://blog.docutech.com/fulfillment-series-part-one-why-lenders-should-not-be-in-the-document-fulfillment-business) Apr 5, 2016 #### [Quiero Comprar Una Casa: The Growing Need for Spanish Language Mortgage Lending Documents](https://blog.docutech.com/quiero-comprar-una-casa-the-growing-need-for-spanish-language-mortgage-lending-documents) Apr 5, 2016 #### [Spotlight: The Mortgage Collaborative -- Serving Independent Mortgage Bankers and Community Lenders](https://blog.docutech.com/spotlight-the-mortgage-collaborative-serving-independent-mortgage-bankers-and-community-lender) Apr 5, 2016 The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third party should consult with an attorney prior to embarking upon any specific course of action. 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All rights reserved. First American Mortgage Solutions, LLC, and its affiliates make no express or implied warranties respecting the information presented and assume no responsibility for errors or omissions. Title insurance and settlement services are provided by First American Title Insurance Company, an affiliate of First American Mortgage Solutions, LLC. First American, the eagle logo, firstam.com, CleanFile Solutions®, ConformX®, Docutech, the Docutech logo, FirstMod®, and Solex® are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates. MISMO® and SMART Doc® are trademarks of the Mortgage Industry Standards Maintenance Organization. MERS® is a trademark of MERSCORP Holdings, Inc., doing business as ICE Mortgage Technology. All rights reserved. Other products and services are or may be trademarks of their respective owners. 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