Boilerplate is a cloud-based document management system that empowers banks and credit unions to streamline collecting forms, files, and documentation from their customers.Free Consultation
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 day.
Boilerplate provides configurable document intake portals to improve client experience, drive efficiency and reduce compliance risks.
Boilerplate is an online document management tool for banks and credit unions that lets you create reusable digital checklists and organized client portals to create a seamless document intake and e-signature process.
Boost conversion and client satisfaction while preserving security and compliance--without custom developers.
The right document automation and e-signature tools allow banks to process documentation faster, reducing administrative costs. Focus on growing business and serving customers, not chasing documentation.
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.
Using digital checklists to ensure complete records reduces back-and-forth with clients and mitigates future compliance risks. Boilerplate protects data and documents enterprise-level cloud security.
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.
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.
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.
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.
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.
Our cloud-based document management and e-signature platform for banks simplifies use-cases across the entire customer lifecycle.
Create re-usable checklists to fill forms and collect files to open new accounts. Boilerplate makes it easy for everyone.
Seamlessly ask customers for files and documentation to comply with Know Your Customer regulations.
Boilerplate cuts loan processing intake times and makes it clear to customer what is still needed.
Personalize a checklist while you're on the phone or in a meeting, then track submissions and send reminders as needed.