Finance & Insurance
Lenders, NBFCs, brokers and insurance agencies send the same customer documents again and again — sanction letters, statements, certificates and notices. ZapsDocs generates them from approved templates and your customer data, routes each one for review and approval, and keeps a complete audit trail of who issued what, and when.
- Issue customer letters and certificates from approved templates only
- Enter customer data once and reuse it across documents
- Separate who prepares a document from who approves it
- Keep a searchable record of every document issued