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Organize, Secure, and Automate Your Document Workflows
Centralized, intelligent solution for handling documents.
Trusted by thousands of businesses worldwide.
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Friction-free Files
Built to Eliminate Operational Friction
Disorganized documents, paper forms, scattered email and chat application attachment slow teams down and introduce unnecessary risk.
Missing documents stall onboarding, the wrong version of a loan agreement triggers compliance headaches, and auditors can spend days hunting for a single signed page. The result is slow processing, higher operational costs, and unnecessary regulatory risk.
Solution
Modern, centralized document control for growing teams
Our Document Management System (DMS) captures, classifies, and stores every file—from the first KYC upload to the final discharge letter—within a single workspace.
Flexible search, secure storage, and real-time audit trails shave days off loan processing while keeping both regulators and customers happy.
Flexible search, secure storage, and real-time audit trails shave days off loan processing while keeping both regulators and customers happy.
Solution
Core Capabilities
Advanced Search and Retrieval
Lightning-fast, full-text search across filenames, tags, and content.
Granular filters—application and loan ID, customer name, document type, and more to find the right file in seconds.
Access Management and Collaboration
Fine-grained, role-based permissions down to individual documents and folders.
Every action is time-stamped and logged.
Compliance and Control
AES-256 encryption at rest and TLS 1.3 in transit safeguard sensitive borrower data.
Compliant with local regulatory bodies and ISO 27001-certified infrastructure.
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Industries
Flexible Across Use Cases
From financial services to insurance and customer onboarding—our DMS adapts to any document-heavy workflow. Configure it once, and scale without additional development.
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Can’t find your industry? Contact us to explore how our solutions can fit your needs.
Get in touch
Integration Capabilities
Easily Integrates Into Your Ecosystem
Built on an API-first, event-driven architecture, our DMS connects seamlessly to your existing CRM, ERP, LOS, and other internal systems. Deploy it as a stand-alone service or pair it with our Lending System whenever you’re ready—no re-implementation required.
CRM
ERP
Loan Origination System
CBS
Collection System
and more
Accelerates operations by reducing manual handoffs
Improves collaboration through better structure and visibility
Strengthens compliance with version tracking and access logs
Reduces risk by storing all documents in secure storage
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