Document Engine
Create word and PDF documents using information saved in the CRM
With years of experience dealing with financial institutions we considered the needs of the financial market when dealing with documents, so we have dedicated a lot of development to build tools to assist the users and facilitate the document assessment. Some of these capabilities are the ability to convert files to satisfy lenders, the ability to generate fillable documents using data collection fields to personalise the customer experience and allowing templates for requesting documents on a variety of loan scenarios.
Along some specific tools we also have more convectional tools for dealing with various file formats, merging documents together and requesting digital signatures.
