Document Management

Powering Streamlined, Accessible Digital Document Management

DOCUMENT MANAGEMENT

Digital transformation
just got easier

Document management is at the center of loan origination. But most LOS-based document management systems aren’t designed for the lending industry.

Enter CI&T's Document Management Accelerator.

Solutions built with the accelerator automate essential (but tedious) tasks and deliver the flexibility, security, and reliability lenders need to compete in today’s fintech marketplace.

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Powering Efficient, Reliable, and Secure Document Management

Built by software engineers with decades of fintech industry experience, the Document Management Accelerator addresses your document management needs while seamlessly integrating with any LOS or servicing system.

Key features:

Document Manipulation

See at a glance where loans stand and request additional materials for further review with a few clicks. Some of our most popular features:

Drag-and-drop document upload (single and bulk)
Easy markup, annotation, and tagging
Bulk or individual doc splitting, merging and rotating
Customized stacking order by loan product and employee role
Split-screen, tree-and-branch visual document organization
In-context document requests
In-context messaging among LOs, processors, and underwriters

Document Signing

Take the hassle out of e-signatures. Users can invite others to sign documents directly on the platform or integrate with DocuSign. Our solutions let users save and reuse the same signature throughout a document, saving time for both customers and loan officers.

Messaging and Notifications

Send messages to any party involved in the loan: borrowers, loan officers, processors, and underwriters. No more toggling back and forth from email.

Document Storage

Store all documents securely in one convenient location. The Document Management Accelerator solution can support doc storage in AWS S3, Azure Blob Storage, directly within the database, or on a file share. “Time Machine” version control means every change made to a document is securely indexed.

DOCUMENT MANAGEMENT

The CI&T Difference:
Faster Speed to Value

CI&T’s solution accelerators let lending companies enjoy faster speed to value from their custom software. The Document Management Accelerator includes a codebase that powers the 80+ percent of features every consumer lending document management solution needs, which lets us focus on the 20 percent of development that tailors a solution to your specific needs.