Cloud-based document upload and management
What is defi DOCS?
defi DOCS, the online document upload and management solution in our cloud-based suite of digital products.
Reach out directly to borrowers who can upload required credit stipulations on the device of their choice 24*7.
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.
Uploaded stipulation documents are indexed by lender-defined document type for easy in-screen verifications.
How Does it Work?
defi DOCS 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
Required stipulation documents are identified in your LOS and sent to defi DOCS.
An email or SMS is sent to the borrower, notifying them of the required documents and prompting them to begin the process.
The borrower securely
authenticates and accesses the solution.
The solution intuitively guides the borrower through the upload process for each required document.
Uploaded documents are reviewed by the lender and sent to your LOS.
We serve lenders like YOU
Optical Character Recognition
OCR 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.
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