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Fast Track Business Processes ROI

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

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100s of pre-built Automations within Banking and Financial Services. No Nonsense. Just Results

Commercial & Residential Mortgage Lending

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

Mortgage Appraisal

OpenBots Demos

Invoice Processing AI Data Extraction into Fiserv Prologue

Purchase Contract AI Data Extraction into Encompass

Appraisal Bot for Encompass - Mortgage Automation Solutions

Redefine Your Operational Efficiency

Automate Credit Applications, Tax Returns & More into Meridian Link, Temenos, Fiserv

Banks spend around 30-40% of their time on back-office processing and manual documentation. Other financial institutions spend, on average, 61% of their time collecting and processing data for compliance purposes.
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How Financial Intitutions Achieve Success With OpenBots

90,720

Pages processed annually

65 %

Productivity Increase

30

Hours Per Week Saved

Regional Bank Icon Regional Bank

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1,512

Loans processed annually

87 %

Processing time reduction

100 %

Compliance with QA requirement

6

New Loan Onboarding Automation

20,000 +

Documents processed per month

Mortgage West Icon Mortgage West Coast

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30,000 +

Monthly pages processed

88 %

Time Reduction to process policies

220 %

Increased in Customer Satisfaction

Insurance Agency Icon Insurance Agency, Canada

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932,000 +

Invoices processed annually

75 %

Time Reduction to process invoices

98 %

Data Accuracy

Us Hospital Icon US Hospital

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A study by the Federal Reserve found that loan officers spend nearly 21% of their time on loan documentation & processing.

These insights underscore the challenges faced by loan officers, underwriters and staff due to manual document processing and the need for accurate data entry into systems of record.
The adoption of intelligent automation and AI solutions, like those offered by OpenBots, has proven to alleviate these burdens by automating data extraction and entry, thus improving efficiency and accuracy.
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Discover the Cutting-Edge Automation Processes

Transforming Finance Institutions

  • Automate ACH TransactionsElevate your ACH process with OpenBots. Achieve real-time settlement, minimize manual errors, and enhance transaction security, all while driving down operational costs.
  • Streamline Wire TransfersOpenBots delivers seamless wire transfer automation. Experience unparalleled speed, fortified security, and error-free processing to exceed customer expectations.
  • Revolutionize Loan OnboardingImplement OpenBots to automate the entire loan onboarding journey. Expedite approvals, ensure compliance, and deliver an exceptional customer experience from day one.
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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

Client Testimonials

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Why Customers Choose Openbots?

Working with our team at OpenBots means much more than just accessing advanced technology; it means you’re gaining a steadfast partner committed to your growth and success.
Grow and Scale Seamlessly
Our platform isn’t just robust and adaptable; it’s designed to seamlessly grow with your business. As your needs evolve, so does OpenBots, making it not just a solution for today but a strategic investment for your future.
At the Cutting-Edge of Technology
Our engineering team isn’t just keeping pace with technological advancements; they’re leading the charge. Constantly exploring and integrating the latest and greatest in business technology, we ensure that your journey with OpenBots keeps you ahead of the curve, always.
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