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Loan Process Automation

The system for automation of loan process: preparation, review and issuing the credit, signing agreements by the bank with legal and natural persons, monitoring of borrower's creditworthiness and other credit agreement terms fulfillment

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Loan automation

The product gives you the ability to automate work with client credit applications, automate business processes «Time to Yes» and «Time to Money», and work of the credit committee. This will significantly save time and resources, and provide the ability to effectively control the bank’s loan processes or any other company’s crediting

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  • Contract management

    Contract management

    Automation of the company’s contract lifecycle management from creation, approval, and signing to monitoring obligations, prolongation, and storage. The product will allow you to make a registry of contracts, related documents (additional agreements, specifications, acts, invoices, etc.), and a registry of the company’s counterparties. In addition, it becomes possible to establish a legally significant document workflow with your counterparties due to the integration with softXspace.ClientPortal

  • Counterparties

    Counterparties

    Automate counterparty accreditation processes and make a unified registry of reliable clients, suppliers, partners, and other counterparties. The registry keeps complete information about each of your counterparties, legal person’s details, and natural person’s personal data. This is where you can get such contact information as addresses, phones of representatives or contact persons, etc.

  • Employee account

    Employee account

    Each employee will get a personal space with all aggregated tasks, assignments, and documents. An employee can set up a dashboard with important messages and information about the last activity. The personal cabinet also contains links to external resources, a directory of business processes, company structure, and colleagues' contacts

  • Designer of approval and signing

    Designer of approval and signing

    Employees will be able to build an approval process of any complexity due to the dedicated flexible designer, including easily choosing the approval type (sequential, parallel, mixed), determining persons to approve, and setting up stage parameters. In addition, all events of the document’s lifecycle are kept, including date, time, and comments on document approval. This is all made possible through our advanced contract management software

  • 24/7 work with any documents

    24/7 work with any documents

    The product provides all necessary for convenient work with documents through all business process stages. Round-the-clock access to all documents from any device and anywhere, processing any file types, simultaneously editing and reviewing with colleagues online, and converting text documents to download as PDFs

  • Document templates

    Document templates

    A flexible document template configuring (contracts, invoices, acts, commercial proposals, specifications, etc.) permits effective contract management. Make your own library of ready-to-go templates, that will significantly save employees’ working time and will provide abidance to corporate standards. Create a new document in minutes with the help of ready-to-use templates (DOCX, XLSX) and automatic fields autofill from the document card will make that process more convenient and faster than ever

Why does the softXspace Credit?

  • Time and resources saving

    The product allows you to automate a complete range of crediting business processes, that lead to a significant reduction in document processing time, a reduction of up to 60% in operating losses, a 30% reduction in administrative expenses, and a reduction of financial risks due to delays. The time for approval and signing of documents is reduced from 2-3 weeks to 1 hour. The softXspace platform allows you to implement the product on a completely free stack of server products (OS, DB, application server, and development tools). This will provide a low cost of system ownership and extremely low overheads

  • Standardization and control

    Due to the standardization of all working procedures, you can forget about mistakes while one or another business process. Configure standard approval routes, work with typical document templates, that have passed a legal examination, and provide compliance with regulations and all approved procedures. Provide 100% resolution executions thanks to the term monitoring and on-time performance of work duties. Be assured that documents are moved through all required approval and signing stages

  • Reliable and safe 24/7 access

    The product provides reliable storage of documents in the cloud, avoids data leaks, and provides users secure access at any convenient time. You will be able to have full access to files 24/7 and work from anywhere and at any time, including the ability to teamwork and document online editing, that assists comfortable remote employees operations and interaction simplification of employees from different divisions

Connect integrations

  • softXspace platform

    softXspace platform

    With the help of the softXspace platform capabilities, you can transform your everyday routine work, automate processes and create a modern information space in a short time with minimal costs. Our Low Code tools for the personal development of business processes without programming will allow you to quickly build individual forms, cards, and many more

  • softXspace product line

    softXspace product line

    You can quickly integrate our ready-to-go products with a document workflow system, contract automation, procurement management, etc. Powerful open API (REST, SOAP, a full-fledged CMIS standard implementation) allows you a rapid integration of the product into the company information space

  • Third-party systems

    Third-party systems

    Establish a unified integrated IT infrastructure due to the ability to combine the product with third-party systems: ERP, ECM, DMS, internal portals, The ability to integrate with acounting systems and CRM (Dynamics 365, SAP, Salesforce), automated banking systems, or other systems that support integration abilities

Clients

Raiffeisen Bank | Case Studies | soft Xpansion
Raiffeisen Bank

One of the leaders in the banking system of Ukraine

UKRSIBBANK | Case Studies | soft Xpansion
UKRSIBBANK

Ranks second in the TOP-20 most reliable banks in Ukraine

ING Bank | Case Studies | soft Xpansion
ING Bank

Among top 3 banks servicing international clients in Ukraine

Pivdenny Bank | Case Studies | soft Xpansion
Pivdenny Bank

One of the largest commercial banks with Ukrainian capital operating on the domestic financial market

Piraeus Bank | Case Studies | soft Xpansion
Piraeus Bank

The largest Greek bank and the company in the country

Globus Bank | Case Studies | soft Xpansion
Globus Bank

Ukrainian Commercial Bank

ProCredit Bank | Case Studies | soft Xpansion
ProCredit Bank

Part of the Procredit Holding AG group of companies (Germany)

Bank Portal | Case Studies | soft Xpansion
Bank Portal

Modern universal bank

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Start now

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What's new?

  • Process Automation and Document Management in Microsoft 365: 1-Wk Implementation

    August, 2025

    Discover how softXspace365 automates workflows and document management in Microsoft 365. Fast deployment, no-code setup, digital signatures, analytics, and more — all inside Teams and SharePoint

    Read more

  • Streamlining Contract Management with Low-Code Solutions

    March, 2025

    In this article, we examine how low-code solutions can transform contract management, how to implement workflow automation and the benefits of adopting these tools to increase productivity and reduce errors.

    Read more
  • How Novus Automated Contract Management: Results of the First Phase

    How Novus Automated Contract Management: Results of the First Phase

    March, 2025

    Novus, one of the largest supermarket chains in Ukraine, chose the Low-Code/No-Code platform softXspace to comprehensively automate its contract management processes.

    Read more

Process Automation and Document Management in Microsoft 365: 1-Wk Implementation

August, 2025

Discover how softXspace365 automates workflows and document management in Microsoft 365. Fast deployment, no-code setup, digital signatures, analytics, and more — all inside Teams and SharePoint

Read more

Streamlining Contract Management with Low-Code Solutions

March, 2025

In this article, we examine how low-code solutions can transform contract management, how to implement workflow automation and the benefits of adopting these tools to increase productivity and reduce errors.

Read more
How Novus Automated Contract Management: Results of the First Phase

How Novus Automated Contract Management: Results of the First Phase

March, 2025

Novus, one of the largest supermarket chains in Ukraine, chose the Low-Code/No-Code platform softXspace to comprehensively automate its contract management processes.

Read more

soft Xpansion is an international company with more than 25 years of experience in the development and implementation of software products

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