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Encore Customer Scenarios

MORTGAGE ORIGINATION USE CASE

Challenge.

Lenders must audit closing packages to verify signatures, notary stamps, and term accuracy across dozens of documents. Manual audits create bottlenecks that delay loan sales to secondary markets, tying up capital.

How Encore Helps.

  • Computer vision validates signatures, notary stamps, and witness initials

  • Intelligent extraction verifies loan terms match across all closing documents

scenario 01

Encore Customer Scenarios

MORTGAGE ORIGINATION USE CASE

Challenge.

Lenders must audit closing packages to verify signatures, notary stamps, and term accuracy across dozens of documents. Manual audits create bottlenecks that delay loan sales to secondary markets, tying up capital.

How Encore Helps.

  • Computer vision validates signatures, notary stamps, and witness initials

  • Intelligent extraction verifies loan terms match across all closing documents

scenario 02

Encore Customer Scenarios

MORTGAGE ORIGINATION USE CASE

Challenge.

Lenders must audit closing packages to verify signatures, notary stamps, and term accuracy across dozens of documents. Manual audits create bottlenecks that delay loan sales to secondary markets, tying up capital.

How Encore Helps.

  • Computer vision validates signatures, notary stamps, and witness initials

  • Intelligent extraction verifies loan terms match across all closing documents

Encore Customer Scenarios

SERVICE CONTRACTS USE CASE

Challenge.

Last-minute redlines and legal adjustments happen outside formal contract management—in emails, shared docs, or meeting notes. Legal teams can't find critical amendments because they don't remember exact keywords used months or years ago.

How Encore Helps.

  • Semantic search understands intent: "liability caps below standard" finds various terms

  • Search by concept, and keywords: "pandemic force majeure" surfaces "infectious disease events"

Encore Customer Scenarios

INDIRECT AUTO LENDING USE CASE

Challenge.

Signed contracts arrive days after electronic approval, creating a compliance gap. Loan processors must manually compare hundreds of data points between the physical contract and DealerTrack transaction to catch discrepancies, fraud, or unauthorized changes.

How Encore Helps.

  • AI extraction captures all loan terms from signed contracts automatically

  • Intelligent reconciliation compares against DealerTrack data, flagging mismatches

Encore Customer Scenarios

SAP CONTENT SERVICES INTGEGRATION USE CASE

Challenge.

SAP's native content management (ArchiveLink, DMS) is expensive, inflexible, and tightly coupled to SAP infrastructure. Organizations end up with content silos—some documents in SAP, others in separate ECM systems—forcing users to search multiple platforms and creating governance blind spots.

How Encore Helps.

  • Unified platform manages both SAP-related and enterprise-wide content without costly SAP licenses

  • Native connector maintains SAP workflow integration while content lives in scalable, cost-effective infrastructure

Encore Customer Scenarios

LOB SYSTEM INTEGRATION USE CASE

Challenge.

Line-of-business applications—claims systems, loan origination platforms, HR systems, or legacy departmental solutions—each have their own limited content capabilities or none at all.

How Encore Helps.

  • RESTful APIs enable any LOB system to leverage enterprise content services

  • Federate content from multiple repositories into a single searchable platform

  • Centralized governance, security, and retention policies applied uniformly—regardless of source system

Encore Customer Scenarios

EMAIL RETENTION AND

COMPLIANCE USE CASE

Challenge.

Millions of emails contain business-critical information but exist outside formal records management. Legal holds, retention policies, and e-discovery requests become manual nightmares with incomplete results and compliance risk.

How Encore Helps.

  • AI automatically classifies emails as records based on content and context

  • Automated retention policies applied based on document type and regulatory requirements

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