SDX Secure Document Exchange

SDX Secure Document Exchange (SDX) provides a powerful, secure, and simple way for financial institutions to electronically transmit information and documents over the Internet. SDX employs industry-leading security, including PKI encryption and multi-level user authentication, to keep communications safe at every step of the process.

SDX was designed specifically for the financial industry to address legislative requirements, such as the Gramm-Leach-Bliley Act, Sarbanes-Oxley (SOX), and Real Estate Settlement Procedures Act (RESPA). Its robust tracking, auditing, and reporting capabilities allow you to check the status of messages and documents at any time. 

• Collaborative, two-way secured messaging and document exchange with full audit trail.
  
  
• Able to be configured to meet your institution’s requirements so your security policies can be accommodated within the workflow.
  
  
• Industry-standard electronic signature capability.
  
  
• All messages and documents are encrypted and tamper-sealed within a digital vault and stored on the SDX Central System for added security.
  
  
• Built in Uniform Electronic Transactions Act (UETA) consent to conform to your existing security policies.
  
  
• Navigates like an email system and requires minimal staff training.
  
  
• Implementation is easy and can be configured to work with any archive or email system.

SDX is an enterprise-wide solution that is proven to decrease costs and improve efficiency across multiple channels of your business. Other uses for SDX include:

• Mortgage closing packages
• e-Disclosures to the borrower
• Bulk loan reporting to investors
• Preliminary HUD-1 documents
• Loan assumption documentation post-closing
• Loan applications
• Opening of accounts
• Monthly statements
• Account update communications
• Sensitive internal correspondents (including HR messages)
• Messages/packages with expiration dates
• Any other confidential communications