Consolidating the lead process so you can focus on what really matters.

Closing Deals

Fully digitizing the client onboarding experience from first contact and throughout the document

collection process. Including a completed

deal package with a

digital signature.

REDUCE RISK

Mixing user behavior, external and internal market data feeds, identification verification and digital signature are just some of the ways Consolidated Clearing helps financial institutions address risks they face in today’s environment. By integrating into client-specific risk and underwriting models, we focus on what we do best (technology) and what our clients’ do best (underwrite risk and allocate capital), creating a winning combination.

COLLABORATION

Fully interactive, the Consolidated Clearing solution allows for 360° collaboration not only among small business and their trusted advisors such as accountants and third parties like landlords, also within segregated environments in financial institutions themselves.

INCREASE EFFICIENCY

The Consolidated Clearing system replaces antiquated PDF and uncontained processes with an entirely digitalized, safe, secure and fully auditable solution. Offering a seamless and transparent approach with a mobile first focus. Our clients have seen a tenfold increase in their process efficiency – saving real money!

FEATURES

PACKAGE
BUILDING

PDF Creator

Zip File Creator

API for transmission

CUSTOMER 
EXPERIENCE

Instant Secure Digital Signature

Seamless Digital Experience

DOCUMENT

MANAGEMENT

Document Exchange

Digital Simultaneous Collaboration

Decision Logic Integration

Document Collection

 

I'm personally impressed with the ability of the Consolidated Clearing team to deliver fully underwriteable deals right to my inbox.

Jeff Z. Direct Capital Partners

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GET IN TOUCH

We'd love to hear from you

877-884-9748

674 Broadway

Massapequa, NY 11758

Copyright © 2017 Consolidated Clearing