Process Automation for Community Banks
True process automation starts by eliminating the biggest bottleneck: manual paperwork. Stop chasing documents for loans and new accounts with our automated document collection solution.
Request a Demo →Why Leading Community Banks Automate Document Collection
Our platform is engineered to handle the specific document challenges of banking workflows, from loan origination to account opening, ensuring security and compliance.
AI-Powered Document Validation
Automatically analyze documents for authenticity, expiration, and completeness against your requirements. Reduce fraud risk and ensure loan application packages are complete.
Automated End-Client Follow-Up
Our system automatically sends reminders to end-clients via email and WhatsApp, notifying them of exactly which documents are still needed to proceed.
Real-Time Status Tracking
Gain complete visibility into every application. Track the status of each required document and receive notifications when an end-client's status changes.