AUSTIN, Texas— FirstClose, a fintech provider of data and workflow solutions for mortgage and home equity lenders, said it is partnering with TruStage to embed TruStage’s dynamic document engine within the FirstClose platform.
“Partnering with TruStage supports our commitment to giving lenders a modern documentation experience that reduces friction for both teams and members,” Tedd Smith, CEO of FirstClose, said in a statement. “FirstClose manages the data, workflow and delivery, while TruStage brings deep expertise in applying lender-configured compliance rules to dynamically generate documents, which will add meaningful efficiencies across the lending process.”
Under the partnership, FirstClose said it provides the structured data captured during initial intake and eligibility and manages document logistics, including borrower delivery and e-sign workflows.
Automatic Selection
“TruStage’s dynamic document engine automatically selects the appropriate documents based on real-time analysis of each transaction and lender-defined rules and compliance requirements, generating a warranted list of required disclosures and other documents without requiring lenders to build and maintain custom document groups for each product,” the company said in a statement. “This helps support accuracy and consistency across home-equity and mortgage lending processes.”
Extends Document Capabilities
“This collaboration allows TruStage to extend our document capabilities into the FirstClose platform in a way that respects how lenders configure and manage compliance,” Chris Appie, president of the Compliance Solutions business at TruStage, said in a statement. “By applying lender-defined rules and requirements to data provided by FirstClose, we help institutions maintain control while supporting a more efficient lending experience.”
The integration is expected to be delivered in 2026, the companies said.
