Kapti

for the

Lending Industry

Kapti transforms

 loan origination and

underwriting workflows through

intelligent document automation.

Capture critical documents including letters of employment, bank statements, payroll receipts, notice of assessments, and payroll tax forms in less time and with fewer resources. Speed up loan processing and keep your borrowers happy.
Kapti supports lending applications including:

  • Loan application processing
  • Income and employment verification
  • Customer onboarding forms and documents
  • Internal documents requests

 

We have used Kapti to manage all enterprise documents at our financial institution.
Kapti is integrated with Salesforce and our POS systems.

Enterprise Use Case

Our brokerage uses Kapti for document capture and validation. It streamlines our correspondence with borrowers.
We no longer use email to collect documents.

Broker Use Case

Kapti helps us batch process documents in our archive to extract important decision making data elements

Bank Use Case

Kapti for

Brokers

Minimize the loan origination cycle; close deals faster

  • Quickly extract, read, and validate critical information

  • Confidently and securely collect customer documentation

  • Seamlessly complete loan files

  • Monitor the complete document lifecycle through an easy-to-use and intuitive broker dashboard

Kapti for

Lenders

Make better decisions in less time

  • Accurately assess customer loan documents

  • Use auto alerts to notify loan officers and customers about required or missing details

  • Maintain compliance, accuracy, and quality throughout the process

  • Gain deep analytical insights about discrepancies in customer information

Kapti for

Financial Institutions 

Transform document data into critical business insights

  • Quickly extract, capture, and read information from customer documents

  • Easily access and process documents with seamless archive systems integration

  • Automatically verify that documents are complete, relevant, and meet compliance regulations

  • Convert documents into valuable business information with the power of machine learning

Kapti for

Software Vendors 

Complement your lending solution with the power of intelligent document processing

  • Seamlessly integrate Kapti API with your lending software solution

  • Maintain your software’s user journey while automating the document processing workflow

  • Attain document automation as a multi-tenant cloud-based solution integrated with all cloud providers

  • Process loan documents located in any local or cloud-based storage

See Kapti in Action

Transform your organizations

loan processing experience today