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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Prepare your financial documents with ease. Collect consumer finance documents for your platform in a quicker and more efficient manner than ever before. This process eliminates the hassle of scans and manual uploads, streamlining workflows while reducing administrative follow-up tasks. Obtain high-fidelity data directly from the source, ensuring accuracy and reliability. Our white-labeled solution seamlessly integrates into your brand. The security of the FileThis Service is paramount, providing peace of mind. We collaborate with FinTech platforms to simplify processes such as loan applications, tax preparation, bill payments, bookkeeping automation, and compliance with legal financial requirements. By working together, we enhance the overall user experience and make financial management more accessible to everyone.

Description

FinLocker serves as a personal financial assistant designed for managing loans and facilitating financial transactions. With the user's permission, it gathers essential borrower information, including assets, income, taxes, credit history, real estate, and insurance, and utilizes advanced analytics to provide tailored loan product suggestions based on the individual's financial situation and verification of assets and income. Additionally, it offers unique features that assist first-time homebuyers, including access to over 140 educational mortgage videos and real estate search capabilities. The platform also includes a secure vault for storing data and documents. By obtaining consumer consent, FinLocker can pull and consolidate data from reliable sources while leveraging AI to deliver valuable insights and recommendations. Lenders benefit from this service as it allows them to engage with consumers effectively, presenting promotions, custom notifications, and personalized offers. Overall, FinLocker empowers borrowers with exceptional visibility and authority over their financial data, enhancing their confidence in managing their financial journey. This newfound control allows users not only to understand their financial standing but also to make informed decisions regarding their financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

SmartVault

Integrations

SmartVault

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FileThis

Founded

2010

Country

United States

Website

filethis.com

Vendor Details

Company Name

FinLocker

Country

United States

Website

www.finlocker.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

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