PiF Technologies creates customized document management solutions for the banking industry to scan, index, store, and manage critical paper and electronic documents. Originating and servicing loans involves a variety of documents from various internal and external sources. Centralizing those documents and simplifying those processes can save significant staff time and reduce the need for physical storage space.

Our solutions address banking processes that are document intensive and involve repetitive steps that can be automated including lending, new account on-boarding, portfolio management, human resources, investor information and signature card storage.

Your document management solution can be integrated with a core banking application, a human resource information system (HRIS) and any other OBDC/SQL compliant system. Let us help you get ahead of the competition with a document management solution customized for your business.

Core Business Application Integrations

We create solutions tightly integrated with the leading loan origination systems (LOS) allowing you to enter your documents and data in one step while storing them in the document management system. DocStar can be integrated with any MS SQL/OBDC compliant systems including COCC, Fiserv, FIS, Calyx Point, Soft Pro, and Jack Henry Banking/SilverLake.

Some of our Customers

PiF Technologies Banking Customer Piscataqua Savings Bank logo PiF Technologies Banking Customer Haverhill Bank logo PiF Technologies Banking Customer First Federal Savings logo
PiF Technologies Banking Customer S-Bank logo PiF Technologies Banking Customer Greenpark Mortgage logo PiF Technologies Banking Customer River Valley Credit Union logo

Features

    • Capture, store and distribute documents into one central document repository
    • Intelligent data capture
      • Import from external sources – scan, fax, email, printer, hard drive
      • Full text OCR
      • Indexing and Tagging
      • Barcode recognition
      • Link related documents
    • Search and Retrieval
      • Instant document retrieval
      • Full text searching
      • Field and meta data searching
      • Boolean Search
      • Document Previews
      • Hotkey access within your core business system
    • Workflow automation
      • Content collaboration
      • Automate tasks for contract management and approval
      • Pre-define documentation requirements, approval steps and due dates
      • Collaborative workflows include alerts, approvals, reporting and annotation
      • Distribute documents for approvals
      • Create document and stacking order checklists to identify missing documents quickly
      • Exception Support
    • Compliance
      • Version control
      • Audit Trails
      • Data Redaction
      • Record Retention Management
      • Litigation Hold Support
      • Time and Date Stamp
      • Electronic Signature
      • Native File Support
    • Security
      • Active Directory/LDAP single sign on
      • Access management for security compliance
      • Version control and audit trails
      • Document authentication
      • Segregated and secured personnel folders
    • Disaster Recovery
      • Encrypted back-up
      • Secure SSL Document Upload
      • Daily back-up
      • Redundant Data Center
      • Recovery within 48 hours

Benefits

      • Increase loan processing volume
      • Instant document retrieval
      • Reduce physical storage costs
      • Reduce manual data entry errors
      • Data privacy compliance
      • Rapid deployment
      • Regulatory Compliance:  RESPA, Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley (SOX), Check 21,  IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342 Audit Reports
      • Business system integration

Solutions