Document, Exception, Loan, Deposit, & File Share Management.
Fully connected information management solutions for your institution.
Workflow, Ready to Go
Streamline processes, reduce operational and storage costs,
and improve access to data and documents
throughout the enterprise -
no developers needed.
SOLUTIONS by ROLE
Select your role to see the features most relevant to you.
A FEW of THEIR FAVORITE THINGS
Our clients love our quick turnaround on enhancements they request. Our solutions didn’t become best-of-breed without them.
Check out a few of their favorite functions below.
Incoming documents automatically clear exceptions, update reports.
Integrated exposure analysis for complete Legal Lending Limit compliance
INTERACTIVE WORK QUEUES
Drag and drop documents to clear exceptions in a user-speciﬁc work list.
Request updated documents via mail or email as docs in ﬁle expire, and collect, review, and archive automatically.
Integrated LTV calculations, geocoding, cross-pledged tracking, concentration management, custom data collection
Route incoming documents to review queues for quality assurance and approval.
Request our Solutions Planner to learn about these features and many more.
We believe in partnering with our clients to tackle the problems blocking their path. Here’s what they say.