Document Management
Digitally store and manage all of a customer’s loan-related documents in one place.
Securely store any type of customer document in a centralized electronic file storage system.
Seamless integration
Integrates with workflow templates and allows users to upload documents as tasks are completed.
Go paperless
Convert cumbersome paper files to electronic files with ease.
Customized
Tailored to mimic your current loan file system.
Secure
Encrypted electronic document storage.
Flexible
Upload documents of any type or format.
Automatic
The latest versions of credit analysis reports are automatically generated and stored.