Banks
Banking document management
Loan files, account opening and exam-ready records.
Scanning for banks and credit unions
Scan the loan package. Every document comes back named.
CapturePoint 6 splits a scanned stack into documents, knows the application from the appraisal, reads names and loan numbers and names every file. The AI runs on the branch PC, so customer data never leaves the building.
Free trial starts the first time you open it. No form.
The problem
Scanning is not the slow part. Everything after it is.
Most branches can scan. Then someone separates the pages, renames the files and keys the numbers into another system.
One stack, many documents
A loan package comes out of the scanner as one long file that someone has to split by hand.
Files named scan001
Every document gets renamed and filed by hand, one at a time, at every branch.
Numbers keyed twice
Borrower names, loan numbers and dates are typed in again from the page.
CapturePoint 6
It works out what every document is.
Scan a mixed stack and CapturePoint 6 finds the document types for you, splits them apart and files each one where it belongs. It comes with a sample job for mortgage files, and it learns your own forms as you go.
- Cutting-edge document AI on your own PC
- Unlimited scanning, no per-page fees
- Included for CapturePoint customers with active maintenance
CapturePoint 6
It knows when it is not sure.
Every field it reads is shown next to the page. Anything below the confidence level you set waits for a person, with the reason shown, and what you confirm teaches it the next one.
- Fields read and shown on the page
- You set the confidence level
- Learns from what you confirm
Content Central
Filed to the borrower, found in seconds.
Send finished documents to Content Central on your own servers and they land in the right loan file, searchable by name, loan number or any word on the page, with retention and a full audit trail.
- Filed by borrower and loan number
- Retention policies by document type
- A full audit trail on every document
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.
More for financial institutions.
Questions
Do customer documents leave our building?
No. CapturePoint 6 reads every page on your own Windows PC. Nothing is sent to a cloud service for processing, and finished documents go only where you send them.
What comes out of CapturePoint 6?
A searchable PDF or archive-grade PDF/A for each document, plus a data file with every value it read. It sends them to Content Central, Nucleus One, your own folders, or SharePoint, OneDrive, Google Drive, Dropbox and Box.
What does it cost?
Existing CapturePoint customers with active maintenance and support get CapturePoint 6 included. CapturePoint 6 is priced per scanning station, with unlimited scanning. 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.
How do we try it?
Download it and open it. The free trial starts the first time you launch it, with no form and no credit card, and it comes with sample documents so you can see it work before you scan your own.
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.
- AI runs on your own PC
- Unlimited scanning per station
- Searchable PDF and PDF/A
- A full audit trail in Content Central
Free live demo
Bring a real loan package. We will scan it with you.
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
