Cloudcase
    DOCUMENT GENERATION

    Manual document generationslowing you down?

    Manual document generation adds unnecessary effort and increases the risk of delays, errors and inconsistent customer communications.

    Generate documents

    Letters, contracts, evidence packs

    SMS

    Triggered by key events

    Sign electronically

    Third-party e-signature

    The solution

    Document Generation for greater efficiency

    Cloudcase Document Generation automatically creates branded and personalised documents, including letters, contracts, evidence packs and statements, at the right stage of the lending journey.

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    How it works

    Personalised, delivered and signed

    Documents can be personalised with customer data and conditional content, then automatically delivered to the appropriate recipients.

    You can also integrate with third-party electronic signature providers to streamline the entire signing experience from document generation through to execution.

    Benefits

    Why Document Generation matters

    • Save time and reduce effort
    • Improve productivity
    • Reduce risk caused by human error
    • Optimise the customer experience

    Got questions about Document Generation?

    Start a chat with our Cloudcase team to learn more about Document Generation.