Solution

Document & Data Management

Weaponize Disparate Data & Dormant Documents

We extract and manage key data from all document types, unlocking a valuable data stream that powers deeper analysis and output to supercharge your lending processes.

Document & Data Management
Key Features

Streamline Your Data Workflow

Data Management & Facilitation

Simple integration with Core systems and existing LOS platforms. Routing of extracted data to EnFi or other platforms/destinations for seamless workflow optimization.

Institutional Memory

Aggregation of historical loan/borrower/deal data into a consolidated location to drive powerful historical trend analysis and informed decision-making.

Document Creation

Aggregate documents, data and analysis into formatted documents that include key insights and narratives that are editable by the user (Term Sheets, Investment Memos, Credit Memos, Annual Reviews).

Data Integration

Extracted data seamlessly flows between systems, eliminating silos and creating a unified data ecosystem that enhances decision-making and operational efficiency.

Transform Your Document Management

Our document and data management solutions convert static documents into actionable intelligence, creating a single source of truth that powers your entire lending operation.