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Our built-in document management system is simple yet powerful and can replace your existing imaging system or seamlessly integrate with it.

With drag-and-drop uploading and customizable doc-types, our customers tell us it’s one of their favorite BankPoint features.

Features include:

  • Ability to become your enterprise document management solution, replacing costly 3rd partly imaging systems
  • Integration with leading imaging solutions including JHA Synergy and OnBase/Fiserv Director
  • Document review feature to ensure accuracy of newly added documents
  • Upload a single document or multiple documents at a time
  • Support for all document types (images, PDFs, Word, Excel, etc.)
  • Customizable document types
  • Document level metadata including doc-type, effective date, and expiration date
  • Document versioning
  • Document packages allow a single, shareable PDF to be created from selected documents with thumbnails for each embedded document

CLOSE DEALS. CONTROL THE CHAOS. GROW YOUR BANK.