Streamline Banking Documents: Loan Agreements, Onboarding, and Compliance in Salesforce

Documill is an ideal Salesforce document automation solution for companies in the financial sector because it offers: 

• End-user experience fully integrated into Salesforce UI 
• Automated document creation 
• Visual document workflow designer 
• Configurable approval collection 
• Embedded e-signing capability 
• Localization-capable template designer 
• Multi-channel delivery capabilities 
• Audit-ready archiving in Salesforce and Sharepoint.

Learn more about these benefits one by one in the Q&As below.

Accessed within Salesforce, Documill can automate the creation of any document in the Financial Services Cloud as well as Sales, Marketing, and Experience Clouds: 

• Loan origination & credit agreements 
• Digital onboarding & Know-Your-Customer (KYC) questionnaires 
• Regulatory communications & disclosure documents 
• Retail & corporate account planning and review documents. 

Documill eliminates the need for having multiple tools and combines document and email generation into a single seamless solution. 

Documill is not just a document generation tool. It also provides a fully-fledged document workflow automation solution: Documill combines document and email generation, contract negotiation, approval collection, and e-signing into a single seamless solution. This eliminates manual work considerably. 

Documill helps different teams collaborate in two major ways. First, its workflows enable building predefined and repeatable processes for routing of documents through credit, legal, and compliance teams in just a few clicks. Second, internal and external stakeholders can collaborate on documents: redline, make comments, and so forth, with role-based access. 

While Documill includes built-in, legally binding e-signatures, it can also be seamlessly integrated with an external e-signing solution. But this is not really necessary; Documill also provides e-signatures that comply with global regulations like  

• EIDAS 
• GDPR 
• FDA CFR 21:11.

Besides offering a unified user experience, the integrated e-signing capability helps reduce costs and simplify document workflows. 

By relying on Salesforce or SharePoint as a master repository for the output documents, Documill taps into a centralized storage capability while offering full version control for documents. Legal language can be built in them or selected from a ready-made clause library. A full audit trail is always available for tracking every action and access.

Documill enables document delivery across multiple channels: via portal, email, or mobile. This complements Documill’s multi-cloud support, as any document from any Cloud can be routed to any channel for the greatest convenience.  

For example, contracts can be signed via mobile in Sales Cloud. Marketing documents like product catalogs can be sent via email or a portal via Marketing Cloud. Both portal and mobile may be great channels for Service Cloud documents like field-service reports – and so forth. 

Documill often finds its customers automating: 

• Creation of loan origination & credit agreements 
• Building digital onboarding & Know-Your-Customer (KYC) packs 
• Producing regulatory communications & disclosures 
• Automatically authoring retail & corporate account planning documents.

They do so to achieve higher customer satisfaction, fewer errors, and faster customer service.