Supporting Tools

  • The Expere EZ Config Packages and Packets application is a SaaS-based solution that allows users to organize and manage documents and configure packages that align to your financial institution's workflow phases. Expere EZ Config integrates with Expere Document Services, which is leveraged to process requests for document generation, used to categorize documents, define output formats, set barcodes and watermarks, and add document metadata.
  • The Expere EZ Config Default Data application is a SaaS-based solution that allows financial institutions the ability to define default organization, policy, and product data values that are not needed by the loan origination or account origination systems, but are still required to create compliant documents. Expere EZ Config Default Data integrates with Expere Document Services, which is leveraged to process requests for document generation.
  • DocViewer is an optional integration data augmentation tool that is used to finish collecting the data for a transaction.
  • Requirements Editor is a content authoring and document development application using structured mark-up (XML) for content editing and validation, and is the primary authoring component of the Expere Authoring Environment. The application is used to produce an REQ file that combines the content of one or more documents and the rules for producing a unique document given a particular transaction data set. Authored REQ files can be submitted for assembly and generated as output documents for non-production uses such as testing, troubleshooting, and other review activities.