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Fully digitizing the client onboarding experience from first contact and throughout the document
collection process. Including a completed
deal package with a
digital signature.
REDUCE RISK
Mixing user behavior, external and internal market data feeds, identification verification and digital signature are just some of the ways Consolidated Clearing helps financial institutions address risks they face in today’s environment. By integrating into client-specific risk and underwriting models, we focus on what we do best (technology) and what our clients’ do best (underwrite risk and allocate capital), creating a winning combination.
COLLABORATION
Fully interactive, the Consolidated Clearing solution allows for 360° collaboration not only among small business and their trusted advisors such as accountants and third parties like landlords, also within segregated environments in financial institutions themselves.
INCREASE EFFICIENCY
The Consolidated Clearing system replaces antiquated PDF and uncontained processes with an entirely digitalized, safe, secure and fully auditable solution. Offering a seamless and transparent approach with a mobile first focus. Our clients have seen a tenfold increase in their process efficiency – saving real money!
FEATURES
PACKAGE
BUILDING
PDF Creator
Zip File Creator
API for transmission
CUSTOMER
EXPERIENCE
Instant Secure Digital Signature
Seamless Digital Experience
DOCUMENT
MANAGEMENT
Document Exchange
Digital Simultaneous Collaboration
Decision Logic Integration
Document Collection
Features
I'm personally impressed with the ability of the Consolidated Clearing team to deliver fully underwriteable deals right to my inbox.
Jeff Z. Direct Capital Partners
Contact Us
GET IN TOUCH
We'd love to hear from you
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