Geraci Law Firm (Lightning Docs)
Overview:
Our new integration with Geraci Lightning Docs streamlines the process of generating loan documents. Lenders can now send loan and closing data directly from the CRM/LOS to Lightning Docs, eliminating duplicate data entry and significantly speeding up document generation.
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Key Benefits:
- Fast and Easy Document Creation
- Minimize Data Entry
- Draft Attorney Grade Documents with Geraci Lightning Docs
- Generate loan docs in just a few clicks—no need to re-enter loan details manually.
- Reduce risk of data entry mistakes by sending data directly from your system.
- Time Savings for Your Team, let your team focus on closing more deals instead of managing document logistics.
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How It Works:
Once you connect via the Integrations tab of platform settings & enable individual user permissions, the integration allows back office users to push key loan data from their loan file to Geraci Lightning Docs. This includes borrower details, loan terms, property info, and closing information.
Verify to obtain the catalog name from LightingDocs. Once you have it, go to Settings → Platform Settings → 3rd Party Integrations. Click on Legal Docs, and you’ll find the field labeled 'Catalog Name'.
If you have questions regarding your catalog name, please email support@lightningdocs.com
A future V2 is coming that will support bi-directional data syncing, multiple catalog names & doc fetching in real time. & control of what fields you want to be mandatory.