The complete credit workflow.
Less manual work.
Kapit brings credit memos, loans, invoicing and payments into one system. Automate document compilation, reuse information and match incoming payments. Simpler workflows from preparation to follow-up.
From source material
to a complete memo.
Let Kapit compile credit memos from case information. Keep documents, parties and assessments together, spending less time copying and formatting and more time assessing the credit.
- Compile and export a memo PDF directly from the case
- See what is missing with shared fields and checklists
- Get help processing documents and review suggested information
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From decision to loan.
Without duplicate work.
Carry information from an approved credit memo into customer, loan and collateral drafts. Terms and supporting material move with the case, reducing the need to enter the same information again.
- Reuse credit memo information in the loan draft
- Keep terms and collateral with the same exposure
- Review and approve before the next step
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Invoicing and matching.
Fewer manual steps.
Create interest invoices based on loan terms and import bank payment reports. Kapit matches incoming payments to invoices using OCR references and brings together items needing manual attention.
- Interest invoices linked to loan terms
- Automatic OCR matching of imported payments
- Handle unmatched payments and follow remaining amounts
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Choose what you need.
Keep it connected.
Risk & assessmentMore context for decisions.
Bring together the perspectives needed to understand a credit case. We can discuss how the support fits your business.
Customer due diligenceA clearer view of the customer.
Keep the work of understanding your customers connected to the credit lifecycle.
Customer experienceAn easier customer journey.
Create a more connected experience between your team and your borrowers.
Follow-upAn overview on your terms.
Gain perspective on your business and support for following its development over time.
Spot what
needs attention.
AI support helps you review material and identify potential errors and inconsistencies. You assess the suggestions and make the decisions.
- Case information in one place
- Support for spotting gaps and inconsistencies
- Your review before a decision
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