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Fast Track Business Processes ROI

With Pre-Built Automations and Document Templates
within Banking & Financial Services

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Prebuilt Banking Document
templates enabling fast ROI

  • Appraisal
  • Bank Statement
  • Credit Report
  • DU Report
  • Bookout
  • Bill of Sale
  • Commercial Loan Application
  • Purchase Agreement/Contract
  • Purchase Advice
  • Promissory Note
  • Retail Installment Contract
  • Income Analysis - Tax Return/W-2/Paystub
  • Credit Application
  • Driver's License
  • Invoice
  • Odometer Disclosure
  • Proof of Insurance
  • Title Application

Prebuilt configurable Banking Automations
enabling Rapid Deployments

  • Referral Loan Onboarding QC
  • Prior ACH Processing & Wire Transfers
  • Lab Report Dispute Management
  • Prescription Income Analysis – Tax Return, W2, Paystub, Bank Statement
  • Payment Loan Package Document Classification
  • Accounts Invoice Processing

OpenBots Demos

Purchase Contract AI Data Extraction into Encompass

Easy integrations with Banking & Financial Services Industry Specific Systems

Client Testimonials

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