Extract Document Data in 3-4 Weeks Starting at $20K
Connect Salesforce with AI-powered document processing to automate data capture from your key documents. Built for accuracy, security, and scale—not just to work, but to last.
Invest in a Foundation Built to Last
Don't just make it work. Make it repeatable, scalable, and secure. We can help.
Document Intake Setup
Define how document types are captured, routed, and standardized for processing.
Field & Clause Extraction
Use AI to recognize files and pull structured values from complex documents automatically.
Object Mapping
Transform fields into Salesforce records, applying verification and refresh logic seamlessly.
IDP Document Signals
Each implementation includes one document type setup. The examples below show common workflow configurations.
Sample Workflows for Banking & Lending
Invalid Addresses
If mail sent to a customer or member—like statements or tax forms—is returned or flagged invalid, IDP classifies each document, extracts borrower and loan details, and populates Salesforce fields automatically.
Adds to Records
Then IDP classifies each document, extracts borrower and loan details, and populates Salesforce fields.
Sample Workflows for Real Estate & Commercial Firms
Lease Extraction
If a new lease arrives, IDP scans clauses, extracts rent terms, tenant details, and lease dates, then creates or updates property records in Salesforce automatically.
Acquisition & Onboarding
Signed purchase agreements trigger IDP to extract property details, payment schedules, and compliance documents, then update deal stages and send alerts to the team.
Trusted by Financial Services Leaders
If your teams spend hours collecting and rekeying document data, IDP replaces that manual work with automation—fast.
Challenge
What That Looks Like in Real Life
Manual Data Entry
Teams retype the same information from loan packets, tax forms, or statements into multiple systems. Loan officers copy terms from PDFs, agents key data into both CRM and LOS by hand.
Delays & Bottlenecks
Applications, approvals, or property onboarding slow down while documents wait in shared folders or email queues. Deals stall because required paperwork isn't reviewed or validated on time.
Data Entry Errors
Data gets missed or entered inconsistently across systems — rent terms don't match contracts, borrower income fields don't align with W-2s, and one typo can trigger rework downstream.
Compliance Risk
Missing KYC forms, unsigned leases, or expired documents create audit exposure. Manual review can't reliably catch every gap, leaving teams vulnerable to fines, disputes, or lost revenue.
Scalability Limits
As loan volume or property portfolios grow, manual processing becomes a bottleneck. Teams can't scale capacity without proportional headcount increases, making growth expensive and inefficient.
Why Choose Vantage Point's IDP Solution?
Purpose-built for financial services with security, compliance, and accuracy at the core.
Ready to Automate Your Document Workflows?
Start with your most common document type, prove the impact fast, and expand to more. Fill out the form below to schedule a 20-minute discovery call.
Schedule Directly with Our Team
Book a 20-minute consultation with David & Randy
Frequently Asked Questions
Everything you need to know about our Intelligent Document Processing solution
Still have questions? We're here to help!
Contact Our TeamTransform Your Document Processing Today
Stop spending hours on manual data entry. Start with one document type and prove the value in 3-4 weeks.
Book Your Discovery Call* This offer is an accelerator-based MVP solution intended for organizations already running Salesforce and considering document processing. Pricing reflects standardized, repeatable builds and not necessarily custom development. Final scope and pricing are subject to a pre-sales discovery call to confirm requirements and ensure mutual fit.