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Collaborating on Credit and Loan Applications with PrizmDoc Viewer

Published: February 15, 2019 (Updated: December 31, 2021)

Whether your clients are working on processing a loan or gathering financial data for a consumer’s credit request, lending is a complex process that is only getting more complicated in this fast-paced digital era. Your application helps financial institutions address a variety of pain points, but is it solving the one that’s most pressing today?

Consumers of financial institutions are required to submit various forms when applying for a line of credit or loan. Does your financial application make it easy for lenders to review and approve these documents? Some applications require downloading a file to a third party service like Word. However, this can be tedious – a process that wastes time and complicates the collaboration process for your clients.

 

 

Document Viewing Within Your Application

Financial institutions are searching for a standard procedure to help them view and collaborate on borrower histories. Due to time restrictions, they need a process that simplifies functions like search, annotation, file conversion, and more.
What if there was a way to view a variety of different document types within your own application? Imagine a lender uploading the forms into your product, viewing customer data all in one place, sending information through various approval routes, and searching for the information they need in seconds.

With Accusoft’s unique software development kits (SDKs) and application programming interfaces (APIs), you can integrate a variety of different features into your product to help lenders process credit applications faster. They can view consumer data within files, identify data in form fields, and extract borrower information into a database.

Accusoft has a solution that can greatly reduce your coding time. PrizmDoc Viewer is a highly versatile document viewer that handles a variety of issues typically encountered in loan origination and credit applications. Easily embeddable into financial software, PrizmDoc Viewer enables you to worry less about code and focus more on your clients’ pain points.

 

 

A Pre-Built Solution to Enhance Your Product

When you integrate PrizmDoc Viewer into your application, your lenders can view dozens of file formats, including the text files most commonly associated with loan processing, without leaving the native program. For example, if a lender needs to view an Excel file, they can view it within your application without opening Excel itself and exiting your application.

In addition, PrizmDoc Viewer has search functionality that enables you to find information quickly and efficiently. When you search a document for specific information, PrizmDoc Viewer uses hit highlighting to locate the information in seconds – even if the document is thousands of pages long.

With these unique features already in PrizmDoc Viewer, it’s easy to see why Accusoft products are trusted by major brands. Make sure your clients are getting the versatility they need by delivering a customized solution for them. When you integrate PrizmDoc Viewer into your application, you’re saving coding time and creating a more powerful solution for your customers.

What pain points can you solve for your customers? Create a more versatile solution for their needs with a document viewer that streamlines their lending process. If you want to learn more about financial lending integrations, contact us today.