Loan Document Management System

CAPTURE.
AUTOMATE.
MANAGE.

Cloud-based document upload and management

 

What is defi DOCS?

defi DOCS, the loan document management system for online document upload and document management in our cloud-based suite of digital products.

 

DOCUMENT
CAPTURE

Reach out directly to borrowers who can upload required credit stipulations on the device of their choice 24*7.

  • defi DOCS sends a brand-aligned email or text prompting borrowers to upload their required stipulation documents.
  • The loan document management system offers an easy, intuitive, online experience. Uploaded documents are automatically returned for verification and additional actions.

DOCUMENT
AUTOMATION

Using the defi DOCS workflow authoring tool, you can automate the process of identifying, contacting the borrower, and managing required credit stipulation documents such as proof of income or proof of residence.

  • The workflow authoring tool’s easy to use intuitive environment makes setting-up and managing automation simple.

DOCUMENT
MANAGEMENT

Uploaded stipulation documents are indexed by lender-defined document type for easy in-screen verifications.

  • OCR, coming soon, will automatically index uploaded document data for enhanced verification efficiencies.
 

How Does it Work?

defi DOCS loan document management system delivers automation to the previously manual credit stipulation document process. Through our cloud-based suite of digital products and powerful workflow capabilities, defi DOCS orchestrates each step in identifying, capturing, and managing required credit stipulation documents

 


LENDER
DOCUMENT
IDENTIFICATION

Required stipulation documents are identified in your LOS and sent to defi DOCS.


BORROWER
NOTIFICATION
PROMPTS

An email or SMS is sent to the borrower, notifying them of the required documents and prompting them to begin the process.


BORROWER
SECURE
AUTHENTICATION

The borrower securely
authenticates and accesses the solution.


BORROWER
DOCUMENT
UPLOAD

The solution intuitively guides the borrower through the upload process for each required document.


LENDER
DOCUMENT
MANAGEMENT

Uploaded documents are reviewed by the lender and sent to your LOS.

 

We serve lenders like YOU

 

COMING SOON

Optical Character Recognition

An OCR feature in the loan document management system will automatically index uploaded document data for enhanced verification efficiencies

80+ Pre-Integrated Partners

Check out all the pre-integrations you’ll have access to right out of the box across various products. No fuss, no muss.

See all integrations →

Ready to find out more about defi DOCS?

Just fill out this form and we’ll have someone get in touch with you about our loan document management system soon!

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