Lending Management Automation

DocuPhase’s lending automation solution can give you the competitive edge you’re looking for. It organizes your files and synchronizes your data, while automating your processes. Accelerate efficiency and enhance the customer experience by partnering with DocuPhase.

Enforce Business Rules

Automate business decisions and enforce business rules and controls. Reduce the demands and expense of compliance and have greater oversight into how work is getting done.

Reduced Costs

Going paperless reduces wasteful, paper associated costs. The average office worker uses over 10,000 sheets of copy paper every year!

Build & Deploy

Quickly design, deploy and manage workflows using a drag-and-drop, no-coding template. Proactively drive your business processes whether your workflows are simple or complex.

What is an Enterprise Automation Platform?

An Enterprise Automation Platform can be used to automate processes within any department or team. A flexible enterprise solution can be used to map out and automate everything from back-office accounting/finance processes to customer-facing dashboards and portals.

We know what’s possible and where we’ve seen successes with companies like yours. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!


Is Your Technology Not Meeting Expectations?

If you can’t provide your customers with access to the technology they expect, they’re likely to go with another lender. Delight them with DocuPhase’s customer portals. Your customers will be able to submit requests online and view the status of their applications from anywhere with an internet connection, whether they’re on a computer or a mobile device.


Are You Still Pushing Paper?

If your customers are still filling out paper forms in triplicate, you’re due for a digital transformation. Partner with DocuPhase to provide your customers with smart electronic applications. Web forms deliver new applications to your team instantly, so you can provide better service to your valued customers. It’s a win-win.

Process More Qualified Loans Each Day with Lending Automation

DocuPhase’s lending automation solution provides you with the tools you need to simplify, organize, and automate all of your lending processes. Alleviate the burden of repetitive manual tasks and paper forms, setting your team free to do higher-value work that better utilizes their talents. Our solution can transform each step of the lending process. It will empower your team to:

  • Eliminate Customer Obstacles
  • Digitize and Transform Paper-Driven Processes
  • Integrate with Existing Systems
  • Increase Auditability

Paperless Loan Processing

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.

Financial System Integration

Forget entering and re-entering data in multiple systems. Our seamless integrations allow your programs to talk to each other and update in real time. Whatever financial system you currently use, our integration experts can connect the DocuPhase solution with your existing software. Save time and reduce data errors with system integration.




Your Lending Digital Transformation Starts NOW

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. Find out how our lending automation solution works, and how it can help you kick off your company’s Digital Transformation.


Useful Resources


6 Steps for Lenders to Simplify and Speed Up the Mortgage Approval Process



Enterprise Automation Technology Is Redefining Competitive Lending Management



Disaster Recovery – How a Document Management System Can Help Your Business Survive a Natural Disaster




At DocuPhase, we’re driven by innovation, problem solving, and creating a better workplace for our customers. Our mission is to partner with our clients, delivering innovative solutions that automate and simplify the workplace with unmatched customer support.



DocuPhase is your Enterprise Automation partner! Based on your company’s goals and desired outcomes, the DocuPhase team delivers a rapidly deployed solution that will make your office a better workplace with simplified, automated processes and greater capacity for growth.