How it works
Specific workflows by type. Each type of financing process has its dedicated path with configurable states, documents and controls. The system automatically manages requirements and timelines.
Integrated guarantee management. The system interfaces with institutional guarantee portals, tracks request status, automatically calculates commissions and manages the entire lifecycle of guarantees.
Automated compliance checks. Document verifications, corporate checks, regulatory validations: the system automatically executes all necessary controls, preventing errors and process returns.
Completely digital signature process. Multi-signer management with real-time tracking. Each involved party receives automatic notifications and personalized reminders.
Automated communications. The system automatically manages all process communications: notifications, updates, reminders via email, PEC (certified email) and digital registered mail. Event-driven configuration for maximum efficiency.
How it’s built
Architecture
Enterprise system with modular architecture. REST APIs for external integrations. Designed to handle complex processes with massive documentation and multi-user workflow.
Configurability
Differentiated workflows for corporate segments. Granular permission system with role-based access control. Completely customizable document templates.
Available integrations
- Core business systems for data and processes
- Document verification and validation services
- Pricing and dynamic calculation systems
- Institutional guarantee portals and insurance services
- InnovaSign for multi-signer digital signature
Audit and compliance
Complete traceability of every operation with detailed logs. Practice dashboards and error monitoring. Data export in XLSX format.
See also
- InnovaSign - Multi-signer digital signature platform
- InnovaReporting - Report generation and bulk printing
- InnovaGQL - Integration layer with external systems