DocuNeat has been launched by Titan, Supercharging AI-driven Customer Due Diligence & Onboarding
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AI-powered Customer Due Diligence
Lenders get more done with DocuNeat
Transform client document requests into real-time insights with AI-powered Customer Due Diligence & Onboarding.
Become an early customer
Eager to get your hands on DocuNeat? We're launching General Availability soon. Join our waitlist to be the first to know!
Secure, Fast, Streamlined
Request
Send a document request list via a secure link—no login required for your clients.
Upload
Let clients securely upload the requested documents to fulfill each request.
Review
Pre-validate client documents at scale with AI, improving sample quality.
Approve
Once documents and AI queries are reviewed, approve and download the validated files.
Verify client documents at scale
Pre-validate client documents at scale with AI, improving sample quality. DocuNeat provides AI query results within seconds, saving hours, or days of manual work.
Analyze lengthy
documents in seconds
Ask specific questions
Receive answers with references to sources
Review AI-generated answers and summaries
Approve and modify answers if needed
Export ready-to-test documents
Instant sync with Titan Platform
Improve end-to-end workflows by automatically importing approved client documents into the Titan CRM Platform.
“By leveraging DocuNeat’s AI capabilities, we can streamline the loan onboarding process more efficiently through automated document data extraction, validation, and review.”
Gerg Smith
Operations Leader
Industry leading security
SOC 2 Certified
DocuNeat security practices and controls have been independently audited by experts.
Encryption
Data is encrypted in transit and at rest using the most secure algorithms available.
Zero Data Retention
Your data is never used to train AI models and is deleted permanently once you remove it.
Ready to equip AI-powered CDD?
Learn how you can achieve greater efficiency, productivity, and effectively transform client document requests into real-time insights.