Simplify Your Bank Client Document Management System

Boilerplate is a cloud-based document management system that empowers banks and credit unions to streamline collecting forms, files, and documentation from their customers.

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Bank Document Management System

Boilerplate Banking Demo

Prioritize Banking Customer Experience Our Full-Service  Document Management Intake Portals

Banking customers now expect a seamless digital banking experience. From opening a new account to applying for a loan, thousands of documents are still being manually requested and tracked every day, often by email attachments.

Boilerplate provides configurable document intake portals to improve client experience, drive efficiency and reduce compliance risks.

New Accounts
Client intake
KYC/ Patriot Act
Account Changes

Boilerplate is an online document management tool for banks and credit unions to create reusable digital checklists to collect documentation requests in secure, organized portals.

Boost conversion and client satisfaction while preserving security and compliance--without custom developers.

Efficiency + Customer Experience

Boilerplate makes documentation requests easy for clients and more efficient for your team.

Eliminate the manual paperwork

Make collecting documentation from clients organized and transparent. Focus on growing business and serving customers, not manual reminders and searching for files your client claimed they already gave you.

Increase customer satisfaction

Online document management in an effieicnt, organized manner makes the customer journey painless. Don't let poor technology cost you customers because they are confused or frustrated with your digital banking tech.

Maintain security and compliance

Using digital checklists to ensure complete records reduces back-and-forth with clients and mitigates future compliance risks. Boilerplate protects data and documents with enterprise-level cloud security.

Improve operational productivity

With fast processing and no manual document management, your sales and marketing teams can concentrate on their main objectives – attracting more clients and keeping daily operations running smooth.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as encryption of files in transit and at rest, multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive documents secure, yet accessible.

No Code, Easy to Use

You don’t have to be a techie to use our document management software. Our out-of-the-box document intake & e-sign solution replaces all other applications with an end-to-end, secure platform. Manage your documents throughout their lifecycle with an efficient, organized, and user-friendly solution.

Optimized Workflow

When document requests are managed electronically using Boilerplate, completion of one checklist will prompt the user to notify team members or initiate the next checklist. Team members can easily track status and find the documents and information they want without interrupting their colleagues or asking clients again.

Seamless Integrations

Our APIs make integrations with your existing tools easy, saving you thousands of hours of manually saving and transferring files. We are open to integrating with common software tools or custom systems, just ask.

Use-Cases of Boilerplate

Our cloud-based document management and e-signature platform for banks simplifies use-cases across the entire customer lifecycle.

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New accounts

Create re-usable checklists to fill forms and collect files to open new accounts. Boilerplate makes it easy for everyone.

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KYC/ Patriot Act

Seamlessly ask customers for files and documentation to comply with Know Your Customer regulations.

Lending & leasing

Boilerplate cuts loan processing intake times and makes it clear to customer what is still needed.

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Due diligence

Personalize a checklist while you're on the phone or in a meeting, then track submissions and send reminders as needed.

New Bank Account Onboarding Demo

Transform your customer banking experience with Boilerplate document intake & e-sign platform.

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