Superdocu
Tailored onboarding and document workflows.
Overview
Superdocu provides a platform for mortgage brokers to create tailored client onboarding and document collection workflows. It functions like a form builder with advanced document management capabilities. Users can create customizable intake forms, validate workflows, use industry-specific templates, and automate follow-ups for missing files. The platform focuses on ensuring compliance with KYC and AML regulations while speeding up loan processing.
✨ Key Features
- Customizable Intake Forms (Workflows)
- Validation Dashboard
- Industry-Specific Templates
- Automated Follow-ups
- Secure, Encrypted Document Storage
- Proactive Expiration Alerts
🎯 Key Differentiators
- Acts as a form builder with advanced document management.
- Built-in compliance focus for KYC and AML.
- Custom workflows to tailor the onboarding process to specific needs.
Unique Value: Superdocu allows mortgage brokers to close more deals faster by simplifying client onboarding, reducing paperwork, and managing compliance through highly customizable workflows.
🎯 Use Cases (4)
✅ Best For
- Used by mortgage brokers to simplify client onboarding and stay compliant.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Lenders who need a full loan origination system for underwriting and funding.
🏆 Alternatives
Offers more advanced document management and compliance features tailored to financial services than generic form builders, while being more flexible than rigid document collection portals.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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