Process Automation for Underwriting Document Collection
True process automation in underwriting begins with eliminating manual follow-ups and paperwork. Our automated document collection platform is the first, essential step to streamline your workflow.
Automate Your Collection Process →Why Underwriting Teams Automate Document Collection
Our platform is purpose-built to solve the unique challenges of underwriting, ensuring you get the complete and valid document sets you need to make decisions faster.
AI-Powered Document Validation
Our AI automatically analyzes submitted documents to validate their authenticity, check expiration dates, and ensure completeness against your specific underwriting requirements.
Automated Follow-Up & Reminders
Eliminate manual chasing. The system automatically sends reminders to end-clients, notifying them of exactly which documents are still outstanding to complete their application.
Centralized Status Tracking
Gain complete visibility into every application. Track the overall status of each end-client and see the specific status of every required document in one central dashboard.