Boilerplate

Streamlining and Optimizing Document Intake Workflow for Lenders.

Bank Document Management System

Faster and more organized - Streamline Loan Applications

Cumbersome document intakes cause borrowers to fall off, costing revenue and administrative time. Faster collection of materials from borrowers means faster determinations and closing.

Before Boilerplate, our clients were using email attachments to collect required lending documents and files, then using a spreadsheet to track open items. Not only is using a spreadsheet time consuming, labor intensive, and inefficient, it’s also extremely error prone.

Make it easy on yourself, and the borrower

With a click, request loan documentation with an easy to use portal, then sit back and watch the documents flow back to you.

Borrower portal view of open and closed items

Borrower portal view Boilerplate

Wrong file submitted? Send an automated return notification with ease.

Wrong file submitted Boilerplate

Need something urgently? Set a deadline with both automated and manual reminder options.

Need something urgently Boilerplate

Automated Admin Dashboard to track submissions

Automated Admin Dashboard Boilerplate

We help lenders streamline:

Loan support document intakes

  • Borrowers click start and see an organized list of everything they need to provide.

  • Take out the guesswork - our dashboard allows for line-by-line status updates. No phone calls, follow-ups, or missing items.

Followup requests

  • Need a little more information before making a decision? Send another checklist to the borrower that makes clear what you need and let borrowers submit with a few clicks.

Features

Secure intake Portals

Prefill Docs

Are you tired of personalizing the same few documents for every new client? Once your documents are uploaded and tagged in our system once, you’re set - let your clients handle the rest.

Easy Document Upload
  • Once your customers have the link, they can attach documents with ease - from their phone or computer.

  • Add your logo so it looks and feels like part of your system

Esignature
  • Are you exporting your documents to a third party e-signature platform? Why add the extra step?

  • Handle all document intake, form agreements, and e-signatures, all in one place.

Dashboards

Track Submissions
  • Everything you need, all in one place.

  • See completion status of all active clients, or break down specific users for a line by line status view.

  • No manual reports, no deep diving.

Automated Reminders
  • It’s easy to miss things if you don’t have a streamlined process.

  • With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.

Automated Reminders
  • It’s easy to miss things if you don’t have a streamlined process.

  • With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.

Automated Reminders
  • It’s easy to miss things if you don’t have a streamlined process.

  • With Boilerplate, you can send checklist reminders with a click, as well as set due dates - keeping your workflow on track.

Easy Integration to your processes

User friendly for staff and customers

Intuitive onboarding portals for staff and clients - no learning curve required.

Streamlined process

From start to finish, all of your documents are conveniently stored, out of your inbox.

Industries  we help

From application to financing disbursement (or rejection), there’s a lot of paperwork involved in load origination, processing, and data storage.

Individual

  • Boilerplate can streamline document intake, review, and storage for individual loans. 
  • It doesn’t matter if you’re a retail bank, mortgage banker, or mortgage broker, you’ve got enough in your inbox. Streamline and optimize with our cloud-based document management software.

Automotive

  • Whether it’s an in-house lender, a credit union, or another vehicle loan, driving a car off the lot is never quite as easy as you’d expect.
  • If you’d prefer to quickly generate, sign, and send PDFs on a desktop or mobile platform, you’ll want our help.

Small Business + SBA Loans

  • Business owners typically receive funding through traditional banks, online lenders, or community lending institutions.
  • The process of applying, reviewing, and receiving these funds is rarely straightforward and requires lots of support files. Boilerplate changes that.
  • By streamlining the process of filling, uploading, and reviewing these documents, your lending institution can do more with less.

Mortgages and Home Equity

  • Home loans require an extensive review of the potential homebuyer's financial habits; pay stubs, tax forms, assets, and other financial indicators all must be reviewed.
  • Without a streamlined system for uploading, filing, tracking, and reviewing these requests, you might find yourself quickly drowning in paperwork - especially if the paperwork comes in sporadically.
  • Don’t lose borrowers because they’re uncertain what they still need to provide.

Solar

  • There are many documents involved in the process of solar financing. From city and residential permits to loans origination, the process is tedious and time consuming - leading to high churn from homeowners.
  • With a streamlined process, your documents can be collected and filled in a matter of minutes - drastically streamlining your customers' experience.

Specialty Lending

  • Software often doesn’t existing for managing documentation requests for specialty lending. Create reusable checklists for each scenario, then send them in just a few clicks. 
  • Watch the submissions roll in without a bunch of unnecessary back and forth with the borrower– everyone involved knows exactly what’s open and closed.

Get started in minutes. We’re here to help

Schedule a demo today