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The Future of Finance is Automated and Organized document management

Conduit88 helps you collect financial documents faster, onboard clients more easily, and process more lending applications every month. All on the Microsoft platform

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Enjoy an organized document-signing process, without the hassle of mind-numbing email threads, messy hacked-together systems, and multiple document versions

Receive borrower documents in half the time

Here are a few ways mortgage and finance brokers use Conduit88 to save time and impress their clients:

Intake Forms

Intake Forms

Gather all the information you need at the outset of your project, without the constant back-and-forth email and attachment frenzy. Customers report an average 71% reduction in turnaround time.

Document Requests

Document Requests

Request files, documents, and other information from your clients. They can answer questions or upload PDFs, from which Conduit88 can automatically extract content into your system - with everything easy to use and searchable.

Miscellaneous

Miscellaneous

Conduit88 simplifies procuring info from your clients. Project questions, discussion, and information can be ingested into a document that can be approved, signed, and converted to PDF or other format. Say good-bye to unnecessary email trails.

 

Forever chasing clients for documents?

We Understand.

When you’re dealing with other people’s money and potential success, everything rides on error-free documentation. Deciphering manuscript-length email chains (and attachments) while chasing after IDs, pay slips, and income statements drains your productivity, makes borrowing harder, and is no one’s idea of a positive client experience. Not even a masochist’s.

One single missing document or error in your records can bring the entire lending process to a screeching halt – or end it completely. Sure, you do your best. But with all the emails flying around asking for complete document information, it can be hard to tell what info you have, or which attachment is correct and which one’s missing.

When you’re caught in this borrowing chaos, clients are left wondering whether they’ll get the money they need for their home. They may even (gasp!) reach out to your competitors. After all, a loan is a loan, and your money is the same as someone else’s. Bottlenecks in the application process can hit you right in the commissions (ouch!).

 

 

Make Document Content come to you.

Conduit88 automates how you collect and extract document information from your clients, turning that disheveled document salad into a smooth, end-to-end process.

Intuitive and simple, with SharePoint or OneDrive as your singular source of truth. Plan, request, and approve documents in one place quickly,, and accurately – even in bulk. Your entire team will be on the same page, knowing what's been provided or approved, and what remains outstanding.

Give your clients clear PDF forms that provide automated information extraction, without having to hound them (Conduit88 gives them a gentle nudge when needed). Meanwhile, if they submit an incorrect document, request a new one right in Conduit88, without sending another email. It's easy for both you and your clients.

Standard Solution

Feature Highlights

Unlimited users storage

Unlimited users/ storage

Create all the client, employee, student, or recipient documents you need. 

 

Unlimited storage costs 

Remember it's SharePoint.  It’s already part of your subscription. 

 

Unlimited approvals and reminders  

Set up as many Power App approvals or email reminders as you need for each document. Just don’t ignore your coworkers amidst all your newfound wizardry. 

Unlimited questions & upload areas

Unlimited questions & upload areas

Again- It’s SharePoint, it’s all covered. Surveys, forms, and approvals can include any number of questions or file uploads. 

 

Unlimited document extraction templates 

Create all the templates you want. Redact email addresses, phone numbers, or document sections as reusable templates. 

Drag and drop PDF form builder

Drag and drop PDF form builder

Set up as many email reminders or approvals as you need for each person to complete their work. 

Simple client portal

Simple client portal

Because it’s M365, your clients, employees, and the public get a link where they can make document requests any time, from any device. 

Approval system

Approval system

Approve questions or send them back for changes, if needed - all with the Power Platform that is part of your M365 subscription.  Why purchase another approval tool? 

Pre-made document templates-1

Pre-made document templates

Get started quickly, without writing your own PDF forms.   Use what you already have. 

Integrations

Integrations

Use the Power Platform for rapid workflow deployment. 

Solution Features Details

Collect anything that’s in a document file, not just text.

No matter what kind of information you put in a document, Conduit88 can help - it's not only for form field content. Use it for

  • Image redaction
  • Questionnaire ingestion/extraction
  • Copilot inquiries
  • Anything else requiring data extraction, including tables, and graphs,

Spend time on things that matter.

Let Conduit88 extract crucial document data and send automatic, periodic reminders to users.

You'll have a central place for all document content, images, and files:

  • Find everything easily.
  • Track changes w/o long email trails.
  • Approvals are locked in to prevent unwanted changes, with the flexibility to undo and redo approvals.
  • Final approvals are secured as a system of record.

Use our document-extraction templates to save more time.

With just a few clicks, set up various extraction-request templates once, reusing them as needed.

Start with our template gallery, or create your own for redaction design, and extraction logic.

You can even automate the process with Microsoft M365 integrations.

Simplify document content enablement and extraction.

Say goodbye to manual PDF inputs and extractions.

Your users can annotate questions directly within each document or file. That eliminates those never-ending email trails full of questions, sporadic attachments, and often incorrect information.

Try it today

If you're tired of manual PDF document processing , give Conduit88 a try today.

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