Excubia Exchange

With Excubia Exchange, you can meet your customers on their terms and where THEY do business. From the field to the farmhouse, your customers can send and receive documents needed to keep their banking relationships growing and prosperous.
Product Overview
Excubia Exchange is a cloud-based document exchange and management portal designed specifically for the needs of financial institutions and their customers.
Exchange provides a dynamic, intuitive interface to enable quick and simple transfers of documents and disclosures between your employees and customers on any device, at any time, and anywhere in the world.
ESIGN-Compliant
Exchange incorporates robust and mandatory ESIGN-compliant enrollment procedures as well as a strong ESIGN audit trail. Exchange’s enrollment procedures include an in-build ‘demonstrable’ consent validation process to ensure all your customers are properly enrolled.
Document Delivery
Excubia provides an easy, secure channel for sending various types of documents, including loan disclosures, to your customers. For example, it’s very simple to upload a Loan Estimate, Closing Disclosure, or Appraisal into Exchange and immediately notify your customer that this file is available for them to download at any time.
Request Tracking
In addition to delivering disclosure, Excubia can enable you to provide feedback to your customers regarding information you need from them, such as tax returns, financial statements, or rent rolls. You can assign due dates, make comments, and generate automated reminders when requests are unfulfilled.
Document Viewer
Exchange incorporates an in-browser file viewer in order to increase system security and provide support for a wide array of devices. Using the document viewer, users can view most common file formats, including PDF, MS Word documents, or common image file like JPEG or TIFF documents inside their web browser without downloading any files to a local device.
Document Management
To streamline your activities in Excubia Exchange, you can leverage our robust document management capabilities to publish documents or requests to multiple clients at one time. We also offer an array of reports to provide easy access to information about the documents you’ve published via Exchange.
MOBILE INTERFACE & APPLICATIONS
To complement our powerful core suite of solutions, Excubia also offers a flexible mobile interface optimized for accessing our platform via common mobile browsers such as Safari, Chrome, Opera, Silk, or Firefox. In addition, we also offer branded Apps for Android and Apple.






Customization
To complement our powerful core suite of solutions, Excubia also offers a flexible mobile interface optimized for accessing our platform via common mobile browsers such as Safari, Chrome, Opera, Silk, or Firefox. In addition, we also offer branded Apps for Android and Apple.
Any disclosures generated by a loan processing system or on a manual basis can be uploaded into the Excubia platform for easy distribution to a customer. Disclosures are associated with one or more loan transactions to allow for straightforward tracking and administration of each loan relationship.
Fully Branded Interface

Excubia is a white-label service that provides the ability to brand our system with your identity.

Powerful Filtering Capabilities

Our platform’s robust filtering capability allows users to easily customize their dashboard and locate information quickly.

Dynamic Dashboard

All users can customize the selection and order of the widgets that appear on their dashboard.

Branded Apple & Android Mobile Apps

Excubia offers fully branded and fully featured applications for both Android and Apple mobile devices.

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