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Banking Webinar

HotDocs document automation software hosted a banking webinar

Watch this recorded webinar to see how to simplify your lending process while eliminating risk and increasing compliance.

Presenter Mark Settle shares best practices gained from thousands of organizations worldwide that have implemented document automation solutions. Discover the ways document automation is being used within the lending workflow in banks of all sizes.

Learn how to convert your lending documents into customized, powerful templates that can be integrated with CRM, credit systems, databases, e-signature, document management systems and more. Mark outlines an effective way to streamline your lending process to gain efficiencies only made possible using document automation solutions. 

With more than 1,000,000 users in 7,000 companies across 50 different countries,
you’ll be in great company when you deploy HotDocs.

  • RBS uses HotDocs document automation software
  • XL Insurance uses HotDocs document assembly software
  • Orrick, Herrington & Sutcliffe uses HotDocs document assembly software
  • ECE
  • Lockmann Krane uses HotDocs document automation software
  • Caltrans uses HotDocs document assembly software