Simplify Bank Client Documentation Requests

Boilerplate is a cloud-based document management system that empowers banks and credit unions to streamline collecting new account and lending documents from clients.

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Bank Document Management System

Boilerplate Bank Document Request Demo

Best-in-class document collection portals your clients and team expect for an organized, efficient experience

Bank customers now expect a seamless digital banking experience, from providing new account documents to loan application and leasing support. Thousands of file requests are still being manually requested, often using email attachments or antiquated portals, and tracked on a spreadsheet. This feels like the 1990s.

Boilerplate lets you create re-usable checklists of your most common documentation and data requests, with variations for different personas. Then personalize and assign these requests to a client's email in seconds, with instant tracking of open items, automated reminders, and branded, organized portals showing clients exactly what they need to provide. Make your most document-instensive processes a breeze:

New Accounts
Client intake
KYC/ Patriot Act
Account Changes

A best-in-class document collection system for banks doesn't require triple-checking your inbox before asking a client to send a document you can't find. Or realizing at 10PM that the file they provided is incorrect because it didn't pass through a quality assurance queue. Modernize your bank document collection process and then seamlessly export those files and data to your other systems. Efficient bankers, happy customers.

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 swore 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 request tracking, your client banking teams can concentrate on their main objectives – attracting more clients and better serving them.

Why Choose Boilerplate?


Boilerplate offers a fully secure document management workflow with cybersecurity best practices in mind, such as advanced encryption of files in transit (TLS) and at-rest (AES-256), multi-factor authentication, firewalls, and routine vulnerability scans to keep your sensitive data and documents secure.

No code, easy to setup and use

Custom software development is time-consuming, expensive and risky. Boilerplate's out-of-the-box data and document collection solution for banks provide branded portals that can be operational in days, not months or years. Admin users click a start button to be guided into sending their first checklists, and the thousands of clients that have used the the portals find it intuitive and easy. Plus we're always here to help you and your clients with any questions or issues.

Automated tracking, reminders, and quality assurance workflow

When data and document requests are managed electronically using Boilerplate, everyone involved knows which items are open and closed, without using a tracking spreadsheet or rummaging through their inbox. Open items trigger automated reminders without being too pushy. Problematic items can be easily returned. Completing the review of a submitted checklists shows options to export files and data, notify teammates, and send the next checklist in a workflow. Team members can easily track status and find the documents and information they need without interrupting their colleagues or asking clients again.

Easy exports and integrations

Files downloaded and exported from Boilerplate are automatically renamed to include your client's name, the file name and the date, for easy reference later. Our APIs make integrations with your existing tools easy, saving you thousands of hours of manually saving and transferring files and data.

Transform your customer document collection experience with Boilerplate

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