At Origin Confirmed we are constantly developing new systems and services. Here's what we're currently working on.

Document Sorter (Transaction Confirmed)

Many business transactions require multiple contracts, disclosures and addendums to be executed per file. How these documents are handled can be a challenge for staff. Our document sorter will ensure that all correct documents are included in the file. In addition, workflow automation will ensure the inclusion of appropriate documents based on the transaction type and its conditions. Using AI, offload the tedious and error-prone task of managing inbound contract documents.

New Services Tree

Financial Statement Analysis

Obtain and analyze corporation financial statements. Automatically receive and assess a company's financial health with this service. All without requiring your employees' participation.

Portfolio Review

Companies that maintain customer portfolios often have regulatory requirements to review those portfolios on an annual basis. This requirement can be time consuming and ultimately draw attention away from profitable activities.

We provide an automated service that can both review the portfolio and connect with your clients. Additionally, portfolio performance metrics can be automatically assessed. This service will provide an automated, secure and managed information session to review or update portfolio data points with the client.

Electronic Signature and Confirmation

E-Signature services are common in modern business processes. This service is lightweight and easy to integrate into any electronic document workflow. You'll be able to replicate the features of the electronic signature tool you're familiar with while avoiding the usual overhead.

Enhance this economical electronic signature service with our identity verification services (IDV). Often e-signature execution is required at the end of a business's workflow. When IDV is a component of that workflow, this service will be delivered as a bundled package. Easy to implement, it's economical to use with a feature set that can include identity confirmation. Why signup for multiple services when Origin Confirmed can deliver a unified service package that meets your business requirements?