RESOURCES

Resources and guides to help you get work flowing

COMMERCIAL LENDING

3 Ways to Reduce SBA Loan Processing Time

Customers expect shorter loan processing times after the financial industry's recent digital transformation. Learn how automated document collection can speed up your SBA loan process.

MORTGAGE LENDING

Mortgage Broker Business Plan: The Ultimate Guide to Growing Your Business

Mortgage brokering is a highly profitable industry for those that grow their business the right way. Get the ultimate guide to growing your mortgage business.

PRIVACY AND SECURITY

Navigating GDPR, Privacy and Anti-Money Laundering Laws

If you collect client data, you’re subject to a range of legal requirements. While not onerous, they are important as flouting them can cost you both financially and in terms of your reputation. Read on to get an understanding of your obligations under GDPR, Privacy and Anti Money Laundering (AML) Laws.

 
MORTGAGE LENDING

How Can Mortgage Lenders Compete with Digital-First Solutions?

Read this guide for a deep dive into how technology - as a part of the larger digital transformation movement - is helping the industry better respond to an array of difficult and dynamic market conditions.

 
GUIDE

Customer Due Diligence:
What is CDD, AML, CFT & KYC?

LEARN MORE
BLOG

Client Portal Software: A Guide To Choosing The Right Solution

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BLOG

KYC Checklist - What are the elements?

LEARN MORE

Case Studies

We're proud of our customers.

Read through some of the best-kept secrets in workflow and content automation, discover some insights that you could apply to your own business today – and see how our customers managed to achieve such extraordinary results.

 

CASE STUDY | ACCOUNTING / PROFESSIONAL SERVICES

How Aprio Cloud Improved Their Customer Experience

 

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CASE STUDY | LEGAL

How McCambridge Duffy Reduced Time Required for Document Collection by 87.5%

 

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CASE STUDY | BANKING

Digitizing Document Collection Processes Helps Top 10 SBA Lender Handle More Loans

 

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CASE STUDY | MORTGAGE BROKERAGE

How 3-Person Firm Manages $100 Million in Transactions Per Year

 

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CASE STUDY | COMMERCIAL FINANCE

How 7(A) Funding Reduced Time Spent Collecting Documents by 83%

 

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CASE STUDY | COMMERCIAL FINANCE

How Fundera Slashed Loan Document Turnaround Times by 64.3% (from 42 to 15 days)

 

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CASE STUDY | EDUCATION

How Third Decade Identified and Optimized Inefficiencies in Their Document Workflow

 

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CASE STUDY | MARKETING AGENCY

How Driving Success Improved Content Request Workflows with Branded Client Portals

 

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