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Description

DocVu.AI leverages AI and machine learning to efficiently convert vast quantities of images into organized digital documents and data sets. It integrates effortlessly with your current systems, making the transition smooth and straightforward. With a wealth of experience in the mortgage sector and ready-to-use templates, getting started is a hassle-free experience. Utilizing AI and machine learning, DocVu.AI transforms various types of documents into machine-readable data, covering structured, semi-structured, and unstructured formats. It effectively handles tables, lengthy texts, signatures, and even handwriting, turning them into usable digital information. Additionally, DocVu.AI serves as more than just an intelligent document processing tool; its adaptable architecture allows it to cater to the specific needs of both large and small businesses. This built-in flexibility, combined with the diverse range of data it can accurately process, has established DocVu.AI as the preferred solution for over 50 banks across the United States, showcasing its reliability and effectiveness. As organizations increasingly seek efficient document management solutions, DocVu.AI continues to lead the way in innovative processing technology.

Description

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage No 
Aircall No 
Alfresco Digital Business Platform Yes 
Black Knight Empower Yes 
Bridge Legal No 
Bullhorn No 
CollectXpert No 
Dialpad Connect No 
Encompass Yes 
Fiserv Yes 
Live Commerce Yes 
Loangility Yes 
OpenClose Yes 
Salesforce No 
Salesforce Marketing Cloud Account Engagement No 
Zoho CRM No 
Zoho Marketing Automation No 

Integrations

Adobe Marketo Engage Yes 
Aircall Yes 
Alfresco Digital Business Platform No 
Black Knight Empower No 
Bridge Legal Yes 
Bullhorn Yes 
CollectXpert Yes 
Dialpad Connect Yes 
Encompass No 
Fiserv No 
Live Commerce No 
Loangility No 
OpenClose No 
Salesforce Yes 
Salesforce Marketing Cloud Account Engagement Yes 
Zoho CRM Yes 
Zoho Marketing Automation Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per month
subscription, pay as you go
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

DocVu.AI

Country

United States

Website

www.docvu.ai/

Vendor Details

Company Name

Screen-Magic Mobile Media Inc

Founded

2008

Country

United States

Website

www.sms-magic.com

Product Features

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Product Features

Conversational AI

Code-free Development Yes 
Contextual Guidance No 
For Developers Yes 
Intent Recognition No 
Multi-Languages No 
Omni-Channel Yes 
On-Screen Chats No 
Pre-configured Bot Yes 
Reusable Components No 
Sentiment Analysis No 
Speech Recognition No 
Speech Synthesis No 
Virtual Assistant No 

Conversational Marketing

Appointment Scheduling No 
Audience Segmentation No 
Chatbot Yes 
Email Automation No 
Group Messaging No 
Human Handover Yes 
Lead Distribution No 
Lead Qualification Yes 
Mobile Messaging Yes 
Multi-Channel Communication Yes 
Product Recommendations No 
Video Chat No 

Customer Engagement

Analytics No 
Churn Management No 
Communication Management Yes 
Community Management No 
Content Syndication No 
Feedback Collection Yes 
Gamification No 
Live Chat No 
Video Content No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination Yes 
Loan Servicing Yes 
Pipeline Management Yes 
Pre-Qualification Yes 
Refinance Management No 
Residential Mortgages No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search No 
Task Management No 
Templates Yes 
Workflow Management Yes 

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS Yes 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons No 
Mobile Keywords Yes 
Polls / Voting No 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes Yes 
Text-to-Win No 

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