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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.


Tailored to mimic your current loan file system.


Encrypted electronic document storage.


Upload documents of any type or format.


The latest versions of credit analysis reports are automatically generated and stored.