Intelligent Documentation Software Available and Deployed in the Market–Today
CSi IntelleDoc Solutions™ combine compliance logic and technology to create a comprehensive, single system to more effectively document financial transactions. CSi’s IntelleDoc Solutions™ leverage a single, data-driven system to dynamically assemble precise documentation for all key business lines, including Fannie, Freddie, FHA, VA, home equity, commercial and consumer lending, deposit and IRA/HSA/ESA accounts.
Its rules-based system uses mainstream .NET technology and is scalable with flexible deployment options. The CSi IntelleDoc Solutions™ are designed to be integrated into financial transaction software of third parties. The built-in intelligence seamlessly applies industry knowledge, compliance and business logic, extensive compliance processes, and dynamic document technologies to transform how compliance documentation is created and maintained. CSi IntelleDoc Solutions™ evaluate the transaction data, then automatically select and assemble accurate documents–all of which CSi warrants, providing a true competitive advantage. To learn more about the solution components, click on an image area below. To learn more about the competitive advantages of CSi IntelleDoc Solutions™, click here.

