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USECASE

Boost Your Sales Efficiency with Automated Document Verification

Say goodbye to manual paperwork and hello to faster loan approvals.

Vaultedge complete loan solution

Used by the
Leading companies

Vaultedge OCR Technology

Is Manual Document Handling Slowing Down Your Sales Team?

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Time-Consuming Tasks: Are your sales executives spending hours collecting, organising, and verifying documents instead of closing deals?

Delayed Approvals: Is manual data entry causing errors and delays in loan processing?

Lost Opportunities:
Are lengthy turnaround times leading to dissatisfied customers and lost business to competitors?

Introducing Vaultedge Doc AI

Automate Document Verification and Let Your Sales Team Focus on Selling.

Automated Document Collection and Organization

Multi-Channel Ingestion: Collect documents seamlessly from emails, WhatsApp, and scanned copies.

Smart Organization: Automatically rename and organize files according to your internal nomenclature.

Vaultedge Data Verification

Intelligent Data Extraction and Validation

High-Accuracy OCR: Extract data from various document types with over 95% accuracy.

Cross-Document Validation: Ensure consistency and authenticity across all submitted documents.

Vaultedge Data Verification

Seamless Integration with Existing Systems

API Integration: Connect effortlessly with your Loan Origination System (LOS) and CRM.

Real-Time Data Entry: Automatically populate customer information into your systems, eliminating manual entry.

Vaultedge Data Verification

Enhanced Compliance and Fraud Detection

Rule-Based Engine: Validate data against regulatory standards and internal policies.

Fraud Alerts: Detect and flag potential fraudulent documents for review.

Vaultedge Data Verification

Scalable and User-Friendly

Handles High Volumes: Process thousands of applications without slowing down.

Easy to Use:
Intuitive interface requires minimal training for your sales team.

Vaultedge Data Verification
Michael Kittyle
" We used Vaultedge to automate the indexing of loan documents that we receive from all our lender partners, amounting to more than a million documents every month. This enabled us to move 70% of people from Document Recognition to other processes."
Michael Kittyle
CIO, BSI Financial Services
Read the Casestudy

Key Metrics

Delivering results for our customers

50%
Reduction in manual effort
5x
Faster document processing
70%
Improvement in cost to close
98%
Accuracy which can go up further

How It Works

Discover what sets Vaultedge Doc AI apart and why it's the preferred choice for banks and NBFCs

Collect Documents from Customers
Customers send documents via email, WhatsApp, or upload directly.
Automated Processing
Vaultedge Doc AI ingests and classifies documents instantly. Extracts and validates data with high accuracy.
Data Integration
Extracted data is automatically entered into your LOS or CRM. Sales executives receive notifications on processing status.
Quick Review and Submission
Any flagged issues are reviewed promptly. Applications move swiftly to credit assessment.

Documents We Process

Identity Proof: Aadhaar Card, PAN Card, Passport, Voter ID, Driving License
Address Proof: Utility Bills, Rental Agreements, Property Tax Receipts
Financial Documents: Income Tax Returns, Balance Sheets, Profit & Loss Statements, Salary Slips, Bank Statements
Business Proof: GST Returns, Business Registrations, Partnership Deeds
Property Documents: Title Deeds, Sale Agreements, Encumbrance Certificates
Application Forms and Declarations

Credit Scores
Income Tax Returns
Business Registrations
Medical Records
Sale Agreements
Driving License

FAQs

Q1: How does Vaultedge Doc AI integrate with our existing systems?

A: Vaultedge Doc AI offers seamless integration through APIs and webhooks, connecting effortlessly with your current Loan Origination Systems (LOS), CRM, and other platforms.

Q2: Is the data processed by Vaultedge Doc AI secure?

A: Absolutely. We use AES-256 encryption for all data at rest and in transit. Our solution is compliant with SOC 2, GDPR, and other industry standards, ensuring top-tier data security and privacy.

Q3: What types of documents can Vaultedge Doc AI handle?

A: Vaultedge Doc AI can process a wide range of documents, including identity proofs, address proofs, financial documents, business proofs, property documents, and more, in various formats like PDFs, images, and scanned copies.

Q4: How much training is required for our sales team to use Vaultedge Doc AI?

A: Very minimal. Vaultedge Doc AI features an intuitive, user-friendly interface. Most sales executives can start using it effectively with just a brief orientation.

Q5: Can Vaultedge Doc AI handle high volumes during peak seasons?

A: Yes. Our solution is designed to scale automatically, maintaining high performance even during periods of increased workload.

Q6: How quickly can we deploy Vaultedge Doc AI?

A: Deployment is quick and straightforward, with minimal IT involvement required. Our team will work closely with you to ensure a smooth implementation process.

Request a
Demo Today
Fill in this form to set up a short, tailored demo of the Vaultedge for your organisation with one of our Sales advisor.
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