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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.

Credit Analysis
Workflow
Task Lists
Document Mgmt
Credit Decisions
Hosted Solution