Lending Management Automation

Automated Lending Processes for Greater Customer Satisfaction

Do More With Lending Automation

Process More Qualified Loans Each Day

The faster you can process requests, the more likely it is that customers are going to come to you for their lending needs. By automating your lending process, you can reduce the time and resources involved in processing loans, while also increasing customer satisfaction, retention, and referrals.

When you optimize loan processing with the DocuPhase Enterprise Automation Platform, you maximize the performance of your entire team. We help you identify and resolve inefficiencies in every aspect of your processes, which in turn allows you to deliver a more efficient and rewarding experience to your customers.

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Eliminate Customer Obstacles

With self-service portals, customers will be able to access lending documents and other files they need. Custom electronic forms deliver new applications to you instantly, so you can provide better service to your valued customers.

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Increase Auditability

No more panicking if you get audited. With electronic documentation, you’ll be able to present auditors with access to the files they need. Quickly and easily, send auditors on their way.

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Manage Documents and Data

By automating data entry and syncing DocuPhase with your existing systems, you reduce the risk of manually inputting wrong information or working with out-of-date data. Plus, with electronic files, you’ll never have to track down paper again.

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The Challenge

In today's financial landscape, customers are self-educated and demand top-tier service. Institutions cannot survive if they don't deliver fast, cost-effective, and compliant loan processing, along with a positive customer experience.

How can you compete with the services offered by your largest competitors, while ensuring accuracy and maintaining your own profitability?

The Solution

Simply put, our team brings a passion for automation with a proven ability to transform each step of the lending process:

  • Application
  • Underwriting
  • Funding
  • Release
  • Servicing
  • Wholesale

With DocuPhase, you can go beyond buzzwords like increased efficiency, higher productivity, and reduced overhead, and produce tangible results for your customers.


"Prior to DocuPhase, AgFirst’s current state was not scalable and needed to be replaced with a flexible and open-ended system to accommodate future growth. The organization was struggling to find a data storage system that suited their needs"

Read The Case Study