How Doma Finalized SOC 2 Compliance with Expert Execution from VioletX

Doma is modernizing the mortgage closing process by applying advanced AI technology to title, escrow, and underwriting. Its platform reduces transaction time and cost for lenders, homeowners, and partners by automating traditionally manual, complex workflows. Handling sensitive financial and personal data at scale requires not only innovation but a strong, demonstrable commitment to security and compliance.

The Challenge: Completing SOC 2 Under Tight Deadlines

Doma had been working toward SOC 2 Type I and Type II certifications for two years. With active audits underway and a tight timeline to finalize certifications, the team needed external expertise to:

• Validate and optimize its existing SOC 2 control framework.
• Streamline evidence collection and prepare for a smooth audit process.
• Manage key compliance activities without slowing down internal teams.

Doma required a partner capable of both strategic guidance and hands-on execution to meet certification goals on schedule.

The VioletX Approach: Strategic Support and Tactical Execution

Doma engaged VioletX to lead the final phase of its SOC 2 journey. VioletX provided a mix of high-level strategy and detailed, execution-focused support across compliance activities.

• SOC 2 Control Optimization:
  VioletX reviewed and refined Doma’s SOC 2 Type II controls, ensuring alignment with Trust Services Criteriaand helping to simplify the evidence collection process.
• Audit Preparation and Management:
  VioletX facilitated auditor selection, handled pricing negotiations, and coordinated Doma’s audit schedule to keep the certification process moving efficiently.
• Ongoing Hands-On Support:
  With regular weekly working sessions and real-time Slack communication, VioletX supported Doma through the day-to-day details of audit readiness—resolving technical questions and addressing evidence gaps as they arose.
• Vendor and Compliance Management:
  VioletX also supported Doma’s compliance automation platform renewal, ensuring continued alignment with audit requirements and reducing administrative friction.

The Outcome: Successful SOC 2 Certification, On Time

With VioletX’s leadership, Doma finalized its SOC 2 Type II certification on schedule, reinforcing its commitment to security and compliance while continuing to advance its AI-driven mortgage platform.

Key outcomes included:

• Completion of SOC 2 certifications after a two-year effort.
• A streamlined compliance process designed to reduce future audit overhead.
• A scalable compliance foundation aligned with ongoing product and business growth.

“VioletX brought not only deep compliance expertise but a clear understanding of how to apply it in fast-moving environments. Their guidance helped us achieve SOC 2 without slowing down our product teams—and positioned us to scale securely going forward.”
— Doma Executive Team

With security and compliance fully integrated into its operations, Doma remains focused on transforming the mortgage experience while ensuring trust and data protection remain at the center of its growth.