Document Manager

As the financial marketplace becomes increasingly automated, speed of operation can make or break a business. The Zoot Document Manager automates the document-generation process, eliminating the tedious, manual documentation process. This tool takes data input by the user and posts it to a secure and redundant database. Any documents the user selects are populated automatically.

Zoot's relationship with Bankers Systems, Inc. (BSI), a nationally compliant document vendor, allows access to hundreds of guaranteed-legal templates for every state. Or the client can have templates custom-made to fit their needs. With our Document Manager, every aspect of document management — how they are used, prepared, and generated — can be configured for each client. Data can be manually typed and the documents manually generated, or data elements used to populate the documents can be set up to automatically generate the documents. Even the type of output and location can be customized for each client's needs.

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