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The Private Bank
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Features

  • Checking

    Document Preview and Split

    This feature allows user to preview large PDF document and then define split map. This split map with be used to split large PDF file into various files and then these split documents can be later uploaded to respective case specific documents.
  • Savings

    Range Split

    This is allow user to specify range while defining split map.
  • Lending

    Document Merge

    This feature allows user to merge all uploaded PDF files into single PDF file. This merged document later submitted to servicer.
  • SMART Banking

    Split and Upload

    This feature allows user to define split map and simultaneously mapped to case level document. After splitting of document new documents are automatically uploaded against case.
  • Traditions Club

    Document Generation and Email

    This feature is based on template based document generation with facility to email generated document.
  • HSA

    Document Generation and Upload

    This feature is based on template based document generation with facility to auto upload against predefined document type.
  • HSA

    Annotation

    This feature allows user to annotate PDF files. Annotated files are separately maintains against the case. User can view original and annotated document.
  • HSA

    Maintaining unprocessed document queue

    Using this feature user can maintain queue of unprocessed documents. (Documents which are not associated with any case). User can pick these documents and mapped to any case.