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Industries · Finance

Valuation. Collections. Coverage.

Valuation requests, collections calls, and policy questions are answered with the organization's own data, on the organization's own hardware.

On-Premises Deployment

Works With Your Data

Regulator Records Are Generated

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From valuation to collections, with the organization's own data.

  1. Working With Your Data

    Work is done on the organization's own records; output is produced in the format the organization expects.

  2. Bank Request and Valuation

    The bank's valuation request is pulled in by automation; title deed, project, and site data are collected, and the report moves from request to signature in a single flow.

  3. Report Review and Signature

    The report is reviewed against the bank's technical specification; a report that passes review is signed and archived automatically.

  4. Regulator Record

    A regulator record is generated from the bank valuation report; a row ready to be filed comes out.

  5. Collections Call

    The voice agent initiates the collections call itself and conveys the payment request; at the same time, it sends the IBAN and bank details by SMS.

  6. Policy and Coverage Questions

    Coverage and exclusion questions are answered from the policy itself; answers are generated only from the organization's own policy set.

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