About Docutech
Docutech is a Financial Services company based in Idaho Falls (United States) founded in 1991, and was acquired by First American in February 2020. Document management solutions for lending operations are provided. Docutech has raised $39.93 million across 1 funding round from investors including First American and Serent Capital. The company has 142 employees. Docutech offers products and services including ConformX, Solex, and Closing Collaboration Portal. Its focus areas include FinTech, Banking Tech, Loan Life Cycle Management and Document Processing. Its legal entity is Docutech, LLC. Its competitors include Capsilon, CU-Interface and Lendsnap; 2 of its 3 listed competitors have raised funding.
Company details
Founded in 1991 and based in Idaho Falls, United States, Docutech operates in the fintech sector with a focus on document management for lending. Solutions such as ConformX are integrated with loan origination systems and point-of-sale platforms to handle document operations. Solex, connected to ConformX, facilitates document delivery, e-signing, and audit trails that comply with UETA and ESIGN standards, ensuring tamper-proof signature evidence.
- Headquarters Idaho Falls, United States
- Employees 142
- Stage Acquired
- SectorsFinancial Services
- Emailβ’β’β’β’β’β’β’β’
- Phoneβ’β’β’β’ β’β’β’β’
- Website docutech.com
- Social LinkedIn X Facebook
- Acquired by First American (Feb 2020)
- Legal Name Docutech, Llc
- Total Equity Funding$39.93M (USD)
in 1 rounds
- Latest Funding Round$39.93M (USD), Private Equity Round
Aug 2016
- InvestorsFirst American
& 1 more
- Employee Count142
- Acquired byFirst American
(Feb 2020)
Products & Services of Docutech
Docutech offers a comprehensive portfolio of products and services, including ConformX, Solex, and Closing Collaboration Portal.
Platform for creating dynamic loan documents using LOS data.
All-in-one platform for eDelivery, eSignature, and eVault services.
Automates fee validation between lenders and agents.
Funding Insights of Docutech
Docutech has successfully raised a total of $39.93M through 1 strategic funding round. The most recent funding activity was a Private Equity Round of $39.93 million completed in August 2016. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $39.93M
- Total Rounds 1
- Last Round Private Equity Round β $39.93M
- First Round $39.93M
(Aug 2016)
- Investors Count 1
All 1 funding rounds of Docutech with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2016 | $39.93M | Private Equity Round | β | Serent Capital | β |
2 investors in total: 2 institutional.
Investors in Docutech
Docutech has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include First American and Serent Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| serentcapital.com | ||||
Title insurance and settlement services are provided globally. | 1889 | firstam.com | Santa Ana, United States |
Investor details for Docutech
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People of Docutech
10 people are tracked at Docutech (5 in leadership, 5 in team); the tracked headcount is 142.
| Name | Role | Group |
|---|---|---|
Amy Brandt | President and Chief Executive Officer | Leadership |
Janelle Lindseth | Director Of Product Management Strategy | Leadership |
Jamie Mottern | Vp, Head Of Operations | Leadership |
Cathy Turner, PMP®, CMB | Docutech Chief Operations Officer | Leadership |
Bradley Mitchell | Senior Director Of Fulfillment Operations | Leadership |
Kris Perez | Senior Business Process Manager | Team |
Joshua B. | Help Desk Manager | Team |
Jonathan Shafer | Operations Senior Manager, Partnerships | Team |
Jean Dover | Integrations Manager | Team |
Heather H. | Technical Manager of DocOps | Team |
Complete people profiles for Docutech
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
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Timeline of Docutech
3 dated milestones of Docutech across 29 years, from founding to its latest funding, stage changes and deals.
- Founded Docutech is founded.
- Funding First funding round of $39.9M.
- Exit Acquired by First American.
Competitors of Docutech
Docutech has 3 listed competitors in our database, 2 of them funded. They include Capsilon, CU-Interface and Lendsnap.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| capsilon.com | 2004 | San Francisco, United States | $21.43M | 1 | Cloud-based document and data management is offered for mortgage lenders. | |
| cuinterface.com | 2006 | Stow, United States | Provides core banking software, mobile apps, and partnerships for credit unions worldwide. | |||
| lendsnap.com | 2014 | Berkeley, United States | $20,000 | Provides a documentation platform for mortgage loan processes. |
Detailed competitors of Docutech
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- Full competitor set
- Operating metrics
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Web traffic of Docutech
The website of Docutech (docutech.com) receives about 3.7K visits a month.
- Monthly visits3.7K
▼ 9.6% vs previous month
Websites whose visitors overlap most with Docutech. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| lendfoundry.com | 100% | 8.8K | #1,925,651 | View details | |
| fileinvite.com | 96% | 295.1K | #243,106 | View details | |
| origence.com | 96% | 41.3K | #1,270,366 | View details | |
| biz2x.com | 86% | #1,895,114 | View details | ||
| meridianlink.com | 72% | 1.2M | #39,191 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 33 similar websites and full traffic analytics for Docutech
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- 33 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Banking & FinTech Platforms
3 companies that operate in the same segment as Docutech (Banking & FinTech Platforms) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online business banking and financial workflow tools are provided. | 2010 | San Francisco, California, United States | USD 546 M | USD 2.71 M | 1,807 | |
Digital banking services are offered to individuals via mobile apps. | 2012 | San Francisco, California, United States | USD 3.15 B | USD 1.96 B | 2,516 | |
Digital sustainable banking services are offered to consumers. | 2013 | Los Angeles, California, United States | USD 865 M | 237 |
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Related news about Docutech
Complete news archive for Docutech
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Frequently Asked Questions about Docutech
Docutech was founded in 1991 and raised its 1st funding round 25 years after it was founded.
Docutech is headquartered in Idaho Falls, United States. It is registered at Idaho Falls, Idaho, United States.
Docutech is a funded company, having raised a total of $39.93M across 1 funding round to date. The company's 1st funding round was a Private Equity Round of $39.93M, raised on Aug 2016.
Docutech has 142 employees.
Founded in 1991 and based in Idaho Falls, United States, Docutech operates in the fintech sector with a focus on document management for lending. Solutions such as ConformX are integrated with loan origination systems and point-of-sale platforms to handle document operations. Solex, connected to ConformX, facilitates document delivery, e-signing, and audit trails that comply with UETA and ESIGN standards, ensuring tamper-proof signature evidence.
Docutech's top competitors include Capsilon, CU-Interface and Lendsnap.
Docutech offers ConformX, Solex, and Closing Collaboration Portal.
Docutech has 2 investors. Key investors include First American, and Serent Capital.
Docutech operates through Docutech, Llc.
Yes. Docutech was acquired by First American in February 2020.

