Experlogix Document Automation

Generate Financial Documents in One Click

Discover how financial document management software can boost document efficiency, enhance accuracy, and elevate customer satisfaction.

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Build financial workflows to enhance and accelerate your document processes.

Experlogix’s document generation and document automation solutions help financial services organizations efficiently create and deliver highly personalized financial documents – statements, mortgage and loan applications, payment notices, and more – while ensuring accuracy, compliance and security.

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Integration

Integrate with leading CRM and ERP platforms - Microsoft Dynamics 365, Salesforce, and financial and banking applications.

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Compliance

Create accurate, consistent, and error-free financial documents, remaining compliant and adherent to regulatory standards.

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Customer Experience 

Provide smoother, faster, and more reliable interactions, from easy online applications to convenient digital signatures.

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Streamlined Processes

Automate financial tasks such as loan and mortgage application processes, financial reporting, and financial statements.

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Data Capture

Streamline data collection with web-based forms or by integrating with existing systems to automatically collect and organize necessary data.

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Cost Efficiency

Drafting financial statements or letters and contracts using automated templates saves you time and money spent on manual and repetitive task.

Our Financial Services Clients

Draft financial statements quickly and easily.

Experlogix Smart Flows integrates with your financial services organization’s CRM platform, so you can effortlessly build and deploy in your environment automated flows for efficient generation, management and delivery of loan payment notices.

Speed up mortgage applications
through a digital process

Your financial services organization can use Experlogix Smart Forms to implement online mortgage applications, eliminating paper-based processes and duplicated data. In an interactive web form, your customers fill out their information only once, guided by clickable definitions and warnings to ensure they provide all required information the first time. You can embed a mortgage payment calculator in your Smart Form, allowing customers to compare payments and choose the right option for their unique situation. When the form is completed, the data captured is automatically added to associated mortgage application documents generated in PDF format. The documents are sent for electronic signatures to your customers, and then to your financial services organization’s representatives for approval, accelerating the completion of the mortgage application process.

➯ Read the remarkable success stories of companies like yours

Request a Demo

Let us know about the sales challenges you’re facing and to see a demo of Experlogix Document Automation Software.