DocuTrail

DocuTrail is a web app (with optional mobile companion) for commercial banks that automates borrower document collection, verification, and audit-ready tracking across the full loan lifecycle. Instead of scattered email threads and shared drives, borrowers get a branded portal with smart checklists per loan type (CRE, C&I, SBA), due-date nudges, and secure uploads. Bank teams get a single timeline showing who requested what, when it was delivered, what’s missing, and what changed—plus immutable evidence for internal audit and regulators. An AI layer reads common documents (rent rolls, financial statements, insurance certificates) to extract key fields, flag inconsistencies, and route exceptions to the right analyst. The goal is not “magic underwriting,” but reducing the boring, error-prone back-and-forth that slows closings and renewals. Integrations connect to core/loan origination systems and e-sign providers so the process fits existing workflows.