Document automation for financial servicesAccount opening and disclosures, without the stack of paper.
Banks, credit unions and lenders use the suite to take applications online, generate the disclosures that go with them, and keep the audit trail an examiner will ask for. Run it as SaaS or inside your own AWS account.
Opening an account should take one sitting. In most institutions it still takes a printed application, a separate disclosure packet, a wet signature and someone rekeying it all into the core system.
With VectorViewer the application is a validated online form, the disclosures are generated from the data the applicant just entered, and everything is signed and filed in one pass. Examiners get a clean trail. Applicants get a quicker yes.
Where financial teams use it most.
VectorForms
Applications that check themselves
Loan and account applications are validated against your business rules as the applicant types. Rules can ask for a supporting document or an extra verification step before an application counts as complete.
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VectorGen
Disclosures and statements on demand
Generate account disclosures and statements from application or account data through the API, at account opening or on a schedule. No one assembles a packet by hand.
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VectorSign
Signed from any device
Applicants view, fill, sign and submit from a phone or a laptop. Every signature carries signer authentication and a full audit trail.
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One application, start to finish.
Here’s what a new account looks like once it runs through the suite.
01
The applicant fills in a form
The loan or account application is checked against your rules in real time, so a missing employer or an out-of-range figure is caught before it’s submitted.
02
The disclosures write themselves
VectorGen produces the required disclosures from the application data, already filled in, with nothing to assemble.
03
Everything is signed and filed
The application and its disclosures are signed together and archived with the audit trail examiners expect.
The documents we see every day.
Application packets, account paperwork and the long statements nobody wants to scroll through. If it’s a PDF, an image or an Office file, it opens in the browser.
- Account opening applications
- Loan applications
- Truth-in-lending and fee disclosures
- Account agreements
- Periodic statements
- Change of address and beneficiary forms
- Proof of income and ID documents
- Wire and ACH authorizations
- Signature cards
- Loan closing packages
For lending
Applications arrive complete. Disclosures are generated, not assembled, and go out for signature with the application.
For branch and digital teams
One link replaces the clipboard. The applicant can finish from home if they run out of time in the branch.
For compliance
Every signature has an audit trail. Role-based permissions control who can view, annotate and export a record.
For IT
Run the full suite in your own AWS account and connect it to your core through standard APIs.
Fits alongside your core and lending systems.
Applicants never see the plumbing. Application data from VectorForms goes to your core or loan origination system through standard APIs, VectorGen pulls account data back out to produce disclosures and statements, and every signed document is filed with its audit trail.
For institutions that keep customer data in-house, the full suite runs inside your own AWS account.
Connects through standard APIs to
- Core banking
- Loan origination
- CRM and onboarding
- Statement and archive systems
Questions from financial institutions.
Can account disclosures be generated on demand?
Yes. VectorGen produces statements and disclosures from account data through the API, for delivery at account opening or on a schedule.
Do e-signed documents include an audit trail?
Yes. Each VectorSign signature includes signer authentication and a full audit trail.
Can access to sensitive records be controlled?
Yes. VectorViewer’s role-based permissions restrict viewing, annotation and export by user role.
Does it support KYC-style verification?
VectorForms business rules can require supporting documents or an added verification step before an application is considered complete.
Can we keep customer data in our own environment?
Yes. With private cloud, the full suite runs inside your own AWS account.
Send us your account application.
We’ll turn it into a working online form, with its disclosures attached, and walk you through it on the call.