Scanning
Branch scanning with CapturePoint 6
Unlimited scanning that splits, reads and names every document.
Banks
Close loans without chasing paper.
Loan packages, signature cards and account forms are scanned at the branch, read, named and filed to the right customer, then routed for approval with every step recorded.
Free trial starts the first time you open it. No form.
The problem
Every branch keeps its own pile.
Lending, deposits and compliance all touch the same customer files, and each team has its own way of filing them.
Loan files stall
A package waits on one missing disclosure while it sits in a branch inbox nobody else can see.
Account opening is manual
Signature cards, IDs and agreements are copied, keyed in and filed by hand at every branch.
Exams pull people off the floor
Pulling a sample of loan files and their history for an examiner takes staff away from customers for days.
CapturePoint 6
Scan the loan package once. Get it back filed.
Feed the whole package through the branch scanner. CapturePoint 6 splits it into documents, works out which is the application, the appraisal and the disclosures, reads borrower names and loan numbers and names every file. Its AI runs on the branch PC, so customer data never leaves the building.
- Cutting-edge document AI on your own PC
- Unlimited scanning, no per-page fees
- Comes with a sample job for mortgage files
Sends it where you work
Your documents land right where your team already looks.
Every finished document goes out as a searchable PDF with its data, named and filed. Send it to your own folders, Content Central or Nucleus One, or straight into SharePoint, OneDrive, Google Drive, Dropbox and Box.
SharePoint
OneDrive
Google Drive
Dropbox
Box
- Your own folders
And many more systems through Cortexa Connect. Tell us where your documents need to go.
Content Central
One complete file for every loan.
Content Central files every document to the borrower and loan number on your own servers. Loan officers, processors and underwriters all open the same file, and full-text search finds any page by name, number or any word on it.
- Filed by borrower and loan number
- Full-text search across every branch
- Check-in, check-out and version history
Content Central
Approvals that move on their own.
Workflows route each package to the right reviewer when it is complete and send it back when something is missing. E-signatures close it out, and every step lands in the audit trail.
- Workflow rules with triggers and actions
- Built-in e-signatures
- Every approval recorded with user and time
Content Central
Hand the examiner the file, not an excuse.
Retention policies keep each document type for its required period and legal holds stop anything under review from being destroyed. The audit trail shows who opened, changed or shared every record.
- Retention policies by document type
- Legal holds
- Active Directory, SAML single sign-on and MFA
More for banks.
Questions
Can our documents stay inside the bank?
Yes. Content Central runs on your own servers, so customer documents never leave your environment. CapturePoint 6 reads every page on the PC next to the scanner, without sending it to a cloud service.
How does Ademero help us during an exam?
Every document is filed to the customer and loan, so a sample of files can be pulled in minutes. The audit trail shows every view, change and share with user and time, version history keeps every revision, and retention policies show each record was kept as long as your policy requires.
Does it connect to our other systems?
Content Central integrates with QuickBooks, Sage 50, Sage X3, Workday, Epicor and Microsoft Dynamics CRM, and has a REST API for everything else. CapturePoint 6 also writes a data file with every value it reads, so other systems can pick it up. Tell us what you run and we will walk through it in your demo.
What does it cost?
Content Central go-live in 30 days is a commitment we make. Pricing depends on what you need: scanning stations for CapturePoint 6, users for Content Central and Nucleus One, document volume for Paige, and your servers for Cortexa. Tell us about your setup on the pricing page and we will send pricing that fits, or book a free live demo and we will walk you through it.
Trusted by 1,000+ organizations since 2002.
Fortune 500 companies and government agencies run on Ademero. Their security, IT and legal teams review us every year and keep renewing.
- Helps you meet SOX
- Customer files on your own servers
- Legal holds and retention
- A full audit trail on every document
Free live demo
Bring a real loan package. We will show it filed and approved.
Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.
- A live tour of the products that fit your work
- Your own documents, set up and shown working
- Your workflow and process, mapped with you
- Straight answers from people who build it
