Any document type...
...across the board! Loan agreements, security alterations, loan settlements, advance notices, security chases, account-related documentation, and other teller documents.You have complete flexibility to design your documents the way you want, while having peace of mind that they will be generated in compliance with that design.
Any banking system
Do you work within separate banking systems for retail and business banking, and management of loans, mortgages, and their securities?No problem. You can be confident that your documents are generated using the correct and up to date information, and are presented and delivered in line with your business needs.
Reduced error rate
With your data flowing straight from the relevant system into your documents and communications, human error is a thing of the past.This means you can confidently enforce 100% consistency with the systems of record, and compliance with rules and thresholds.
Make changes easily
The process of making changes is hassle-free and secure.If your client changes their mind on loan parameters halfway through the process, you can simply recreate the document, using those new parameters. All relevant documents will update automatically.
Reduce dependencies on document reviews, and review only when required.Valid, compliant, and pre-approved terms and clauses can be added by your staff as required. Tracking changes, versioning, and approval workflows provide additional peace of mind.
Handle the entire process electronically. Once approved and finalized, your documents can be signed electronically, using any e-Signature provider of your choice.Our API is well-documented and flexible – so the integration process is simple.
We can help you solve challenges across the end-to-end process through document automation.
Project Lead at an Innovative Bank in the Southern Hemisphere.
Read the Case Study