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Fast Track Business Processes ROI

With Pre-Built Automations and Document Templates
within Banking & Financial Services

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Prebuilt Banking Document
templates enabling fast ROI

  • Appraisal
  • Bank Statement
  • Credit Report
  • DU Report
  • Bookout
  • Bill of Sale
  • Commercial Loan Application
  • Purchase Agreement/Contract
  • Purchase Advice
  • Promissory Note
  • Retail Installment Contract
  • Income Analysis - Tax Return/W-2/Paystub
  • Credit Application
  • Driver's License
  • Invoice
  • Odometer Disclosure
  • Proof of Insurance
  • Title Application

Prebuilt configurable Banking Automations
enabling Rapid Deployments

  • Referral Loan Onboarding QC
  • Prior ACH Processing & Wire Transfers
  • Lab Report Dispute Management
  • Prescription Income Analysis – Tax Return, W2, Paystub, Bank Statement
  • Payment Loan Package Document Classification
  • Accounts Invoice Processing

OpenBots Demos

Purchase Contract AI Data Extraction into Encompass

Easy integrations with Banking & Financial Services Industry Specific Systems

encompass
openclose
blue sage
finastra
temenos vector
black knight
fis global
pep logo
Jack henry
silver Lake
symitar vector
cocc notag
Duck Creek
Guid Wire
Majesco
Applied Epic
Pioneer Rx
Sales
Actimize
Verafin
Csi
Calyx
Fuison
Hawksoft
Fiserv

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