Scanning
Branch scanning with CapturePoint 6
Unlimited scanning that names and files every member document.
Credit unions
Member paperwork, filed before they leave the counter.
Membership applications, loan documents and signature cards are scanned at the branch and filed to the right member, so the next person who needs them finds them in seconds.
Free trial starts the first time you open it. No form.
The problem
A small team, a big-bank paper load.
Your members expect quick answers, and your examiners expect the same records a much larger institution keeps.
Members wait on paper
A member on the phone asks for a statement or a loan document and staff go looking in a back room.
Loans wait on the file
A loan cannot go to committee until every document is in one place, and that takes chasing.
Exams land on few people
The same handful of staff who serve members also pull every record the examiner asks for.
CapturePoint 6
Scan it at the branch. It files itself.
Scan a stack of membership forms or a full loan package. CapturePoint 6 splits it, sorts each document, reads member names and account numbers and names every file. The AI runs on the branch PC, so member data stays in 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
Every member file, one search away.
Content Central keeps every document filed by member and account on your own servers. Search by name, account number or any word on the page and answer the member while they are still on the line.
- Filed by member and account number
- Full-text search from any branch
- Workflows that get a loan file ready for committee
Content Central
Ready when the examiner calls.
Retention policies keep each kind of record for exactly as long as your policy says. Every view, change and share is in the audit trail, so you can show what happened to any record without a scramble.
- Retention policies by document type
- Legal holds for records under review
- Permissions by role, with Active Directory and MFA
More for credit unions.
Compliance
Exams, retention and audit trails
The record-keeping controls examiners ask about.
Questions
We have a small IT team. Is this a big project?
No. CapturePoint 6 installs on a Windows PC and you can scan the same day. Content Central go-live in 30 days is a commitment we make, and our team sets it up with you around how your branches already work.
Can member documents stay on our own servers?
Yes. Content Central runs on your own servers, so member documents never leave your environment. Users sign in with Active Directory or SAML single sign-on and MFA, and permissions limit each folder to the staff who need it.
How does it help with loans going to committee?
Workflows collect the documents for each loan, send the file on when it is complete and route it to the right approvers. Directors and committee members see the same file, and every approval is recorded.
What does it cost?
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.
- Member files on your own servers
- Legal holds for records under review
- Retention policies by document type
- A full audit trail on every document
Free live demo
Bring a real member file. We will show it filed and found.
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
