Save resources: Outsource your disclosure paperwork to us!

We offer comprehensive solutions for any disclosure need you might have. Whether it is delivering federally required disclosures, welcome letters, or internal consumer notifications, our Disclosure Fulfillment Team brings customized solutions to fit your financial institution’s needs—saving you time, money, and internal resources.

“Our business would have to invest a significant amount of money to handle our disclosure fulfillment needs in-house. Between additional staff, software systems, and equipment, it makes financial sense to outsource this task to Confluent Strategies.”

—Mike Wells, Community Mortgage

Common Disclosure Requirements
We handle the printing, sorting, and mailing of regulatory disclosures, including these common requirements:

  • adverse action notices
  • credit score disclosures
  • risk-based pricing notices
  • counteroffer notices
  • preapproval offers

Why Confluent Strategies?
As a strategic business partner of institutions of all sizes, we understand the critical nature of regulatory compliance and time to revenue.

Technical Considerations
Our environment is platform-agnostic. This means regardless of your core processing system or loan-origination platform, it will work with ours!

We are focused on delivering the best possible experience at a price point that makes sense for you.