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Efficient and Reliable Document Management Solutions for Credit Unions, Regional and Community Banks


Document Management

Keep your credit union, bank or loan processing operations running smoothly with an efficient, reliable document management system from IDT. We offer a variety of automation services designed to expedite loan applications processing.

Traditional manual mortgage application systems are slow, inefficient, and costly. In a paper-based environment, documents get shipped from remote banking locations or via independent broker networks to the underwriters. They go through the underwriting process and get moved in turn to each next person down the line.   This paper-based environment is not only inefficient and costly, it is also easy for documents to get lost and mistakes are likely to be made.

Content Normalization is a huge problem for your industry.  You are presented all kinds of documents in different formats: Excel, Word, TIF Group III, TIF Group IV, JBIG, PDF, JPEG, the list is endless.  How do you normalize all that varying content coming from different sources like Email, Faxes, Paper, File Transfers via FTP, etc.  These are all challenges we know how to solve because we have solved them for others in the past.  

Centralized data and document capture is old school thinking.  Branch capture leveraging the web as the secured transport mechanism is 21st century thinking. Capture at point of origin using CAPSYS CAPTURE ONLINE™ which allows your remote branches to capture the entire loan package where the loan originates - eliminating the need to overnight loan documents back to your central servicing site for prepping, underwriting, processing and closing. 

Underwriters and processors want to work from home.  If you don't have a comprehensive work at home strategy that addresses remote branch capture, workflow, document imaging, records management, loan disposition, etc. you will lose your workforce to the competition!

IDT's unique document and data capture, extraction, document classification workflow, and storage services make it easy to get loan documents to and from the underwriter's office - offering huge expense reduction opportunities. Using document scanners and document capture software, we digitize documents for easy transportation and reading. In addition, document classification and workflow technology is included in our services. We follow a strict process that is auditable and consistent to meet the ever-increasing and burdensome banking regulations. Our solution minimizes shipping costs and the time-consuming, manual data entry process.

Click here for a dramatic per-mortgage expense cost reduction by IDT as reported in American Banker.


Proud to be Partners with:

 capsys technologies capsys capture