Capture & Ingestion
Bulk scan, email ingest, API, mobile capture; barcode & batch processing.
Bank‑grade document management for origination, servicing, compliance, and operations — capture, classify, OCR & search, versioning, workflows, e‑sign, retention/legal hold, and full audit trail.
Bulk scan, email ingest, API, mobile capture; barcode & batch processing.
Auto‑classify by templates/AI; metadata & tags; custom fields.
High‑accuracy OCR, multilingual search, highlights, and export.
Document history, compare versions, and locking to prevent conflicts.
Routing, maker‑checker, SLAs, and notifications across teams.
Generate letters/contracts from templates with data merge.
PSrE/qualified e‑signature providers, envelope tracking, and audit.
RBAC, document‑level permissions, watermarks, and redaction.
Retention schedules, holds, and defensible deletion.
Hashing, timestamps, and immutable logs for evidentiary needs.
In‑browser viewer, comments, stamps, and mark‑ups.
CBS, LOS, CRM, email/CTI, data warehouse/BI, and RPA.