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Start with winning templates
Choose from in-product templates that have worked for other organizations like yours. The quick start templates contain best-in-class flows, automations, integrations and analytics to get you results and outcomes.
HELOC applications
Present equity analysis based on address capture, present monthly payments for different loan terms. Leverage Robotic Process Automation (RPA) to capture documents.
Account opening with liveness & ID verification
Prevent fraud with biometric anti-spoofing technology including facial detection for liveness check, real-time document capture through phone or web browser.
Auto loan application
Vehicle detection based on VIN number entry; optionally enable income verification or leverage Robotic Process Automation (RPA) to capture documents.
Consumer loan application
Capture a loan application in under two minutes; Reduce drop offs with scoop up email or text campaigns.
Commercial account opening
Account opening for commercial lines of business with document collection templates for different types of incorporation and Robotic Process Automation (RPA) to capture documents.
Business loan application
Loan application with document collection templates for different types of incorporation and Robotic Process Automation (RPA) to capture documents.
Loan application with income verification
Automatically verify income for 80% of your applicants through integrations with payroll providers, supplemented with bank income and document coverage for paystubs and W2s.
Account opening
Quickly onboard new member; open accounts for new and existing members in under two minutes.
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