Drive measurable results across our financial operations
Modern document automation adapts to your workflows and regulatory requirements, delivering efficiency gains that matter. Reduce processing time, eliminate errors, and enhance the client experience throughout every stage of business document lifecycles.
Eliminate Redundant Data Entry
Connect directly to your loan origination systems, core banking platforms, CRM, and wealth management tools. Data flows automatically from source systems into documents, eliminating manual copying, reducing errors by 90%, and ensuring every document reflects accurate, real-time information.
Empower Teams with Template Control
Business users create and modify document templates using familiar tools without waiting on IT. Meanwhile, your technology team maintains governance over data security, brand standards, and system integrations balancing agility with control.
Speed Approvals and Close Faster
Built-in workflow routing moves documents through required approvals automatically. Integration with e-signature platforms means clients can review and sign documents digitally, reducing loan closing times from weeks to days and improving conversion rates.
Orchestrate Complete Document Lifecycles
From initial application through approval, fulfillment, and ongoing servicing, automation handles the entire document journey. Your team shifts from document production to relationship building and strategic advisory work.
Read more details on how modernizing document workflows can help your financial organization improve efficiency, compliance and customer experience
Key Use Cases
Create Data-Driven, Compliant Personal Financial Statements
Deliver accurate, regulator-ready personal financial statements without manual assembly or rework.
The Experlogix Template Builder enables financial institutions to create compliant personal financial statement templates using familiar Microsoft Word tools, combining standardized regulatory language with real-time data from core banking and CRM systems. Automatically populate customer and account details, generate dynamic activity tables, and apply built-in calculations with visual charts for clear, client-friendly insights.
Automate Loan Payment Notice Generation and Delivery
Streamline loan communications with automated workflows that generate, manage, and deliver notices directly from your CRM. Customer and payment data populate dynamically, notices are sent via preferred channels and copies are stored automatically in your CRM or ECM system, improving efficiency and ensuring timely, accurate delivery.
Reduce Processing Time and Errors in Mortgage Applications
Experlogix Smart Forms accelerate mortgage applications by replacing paper-based processes with fully digital, guided forms. Customers complete applications accurately the first time, using embedded payment calculators to explore options and make informed decisions. Data automatically populates PDF application documents, which can then be routed for e-signature and internal approvals.