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Blue File

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Large loans, leases, mortgages and some claims require the customer sending 15-30 documents to the financial institution. The same thing always happens, some documents are wrong, missing, incomplete, outdated, caught in spam filters or just too big. This creates a back and forth of communications to get everything right, very slow, unscalable and a horrible customer experience as well as a follow up nightmare for the loan/claims officer. Blue File automates the document gathering process for large loans, leases, mortgages or claims that require the customer sending 15-30 documents to the financial or insurance institution by reducing the friction caused by missing, incorrect or outdated documents sent by the customer speeding up the KYC process 3X, reducing abandonment 2X and increasing the overall user experience during this process.

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