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Store documents at the application and customer account level
Store financials, W-9s, insurance certificates, tax-exempt, and more
Stay organized with instant access at every customer touchpoint
Control User Access and Restrictions
Protect sensitive information with built-in access controls and utilize established User Roles. Restrict or authorize visibility into PII or other critical information gathered on the platform from customers, or 3rd parties (i.e. Credit Bureaus, References, Insurance Providers, etc.).
Enhanced data protection for sensitive files
User-specific permissions to restrict access
2-factor authorization for document updates
Automate Document Requests
During application reviews or account updates, request missing documents directly through the platform.
Trigger email requests with one click
Customers can upload documents through their portal
Simple and easy customer experience for fast updates
Built for Compliance and Convenience
Whether you’re managing high volumes or simply want more control, keep your process compliant, centralized, and audit-ready.
Unified view of all documents and certificates across credit, accounts, and hierarchies, enabling easy lookup
Maintain a live trail of internal and customer activity through our extensive audit logs
Document validation and fraud alerts trigger when documents and files show suspicious activity
What our Clients say
"We collect money faster. Compared to last year, we're $10 million ahead, which is substantial in our business."
"It's been a very positive experience. Not only with implementation, but with custom modifications or changes down the road... we have a very good partner in Bectran that listens to and understands our needs."
"Bectran uses advanced logic to connect with our customers and give them more information...[Bectran] has been quicker and easier for our customers."
"The technical team met with us on multiple occasions. They made time available, even during our working hours, in order to implement the solution."
"We're not a cookie-cutter credit department... we were very impressed with how Bectran stuck with us, even with the curveballs we threw."
Assess Risk with Clarity and Confidence
