Intelligent Document Processing
Our technology reads and extracts every key detail with human-level accuracy, then flags anomalies or fraud indicators automatically. Free your team from data entry and let them focus on decisions that matter.
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Unified Document Repository
Say goodbye to scattered files and siloed storage. All documents are stored in our secure Document Management System, organized and indexed for instant retrieval. Our superior document housing and retrieval means information is always at your fingertips – no more digging through email attachments or shared drives.
Book A Demo
Integrated CRM Workflow
We don’t just handle documents; we tie them to your customer records. Our built-in CRM capabilities allow you to track each client’s application progress, notes, and communications alongside their documents. Everything centralized in one place – improving collaboration across your team and ensuring you have full context on every deal.
Book A Demo
Customizable Credit Box
Your lending criteria, automated. Define your credit policy rules (debt-to-income thresholds, minimum balances, red-flag transactions, etc.) in our system. Our platform will automatically analyze documents against your criteria – highlighting whether an applicant fits your credit box or where there are exceptions. This level of customization turbocharges your underwriting process, giving you tailored insights rather than one-size-fits-all metrics.
Book A Demo
Portfolio Management Dashboard
Manage your entire portfolio with ease. Our solution isn’t just for one-off reviews – it scales to thousands of accounts. The Portfolio Dashboard gives you a bird’s-eye view of all active loans or client files, their document status, and any pending updates. We bring true portfolio management features that legacy document tools lack, helping you stay proactive with your clients in perpetuity
Book A Demo
Intelligent Document Processing
Our technology reads and extracts every key detail with human-level accuracy, then flags anomalies or fraud indicators automatically. Free your team from data entry and let them focus on decisions that matter.
Book A Demo
Unified Document Repository
Say goodbye to scattered files and siloed storage. All documents are stored in our secure Document Management System, organized and indexed for instant retrieval. Our superior document housing and retrieval means information is always at your fingertips – no more digging through email attachments or shared drives.
Book A Demo
Integrated CRM Workflow
We don’t just handle documents; we tie them to your customer records. Our built-in CRM capabilities allow you to track each client’s application progress, notes, and communications alongside their documents. Everything centralized in one place – improving collaboration across your team and ensuring you have full context on every deal.
Book A Demo
Customizable Credit Box
Your lending criteria, automated. Define your credit policy rules (debt-to-income thresholds, minimum balances, red-flag transactions, etc.) in our system. Our platform will automatically analyze documents against your criteria – highlighting whether an applicant fits your credit box or where there are exceptions. This level of customization turbocharges your underwriting process, giving you tailored insights rather than one-size-fits-all metrics.
Book A Demo
Portfolio Management Dashboard
Manage your entire portfolio with ease. Our solution isn’t just for one-off reviews – it scales to thousands of accounts. The Portfolio Dashboard gives you a bird’s-eye view of all active loans or client files, their document status, and any pending updates. We bring true portfolio management features that legacy document tools lack, helping you stay proactive with your clients in perpetuity
Book A Demo