Compatibility · Finance
Vendor & Partner Information
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
-
Attorney network lists
A directory of outside law firms a financial company works with, organized by state and practice area, used mainly for collections and legal referrals.
What it’s used for
-
Broker lists
A roster of the brokers or brokerage firms a financial institution trades through or places business with.
What it’s used for
-
Carrier contacts
A contact list for the insurance carriers, freight or shipping carriers, or telecom carriers a finance operation works with.
What it’s used for
-
Court filing partner contacts
A contact directory for the outside firms and agents a finance company uses to file legal documents with courts.
What it’s used for
-
Integration documentation
A technical guide describing how a financial firm's systems connect to a vendor or partner's platform to exchange data.
What it’s used for
-
Mediator directories
A list of trained mediators available to help settle disputes, with their backgrounds and contact details.
What it’s used for
-
Notary vendor directories
A list of notaries and mobile signing agents a lender or title operation can call on to witness and notarize closing documents.
What it’s used for
-
Pricing & service tables
A vendor's schedule of fees and the services covered at each price, used by finance teams to check and compare costs.
What it’s used for
-
State court clerk contact lists
A directory of court clerk offices by state and county, used to file documents, pull records, and follow up on legal matters.
What it’s used for
-
Third-party provider agreements
A contract between a financial firm and an outside provider setting out the services supplied, fees, and each side's obligations.
What it’s used for
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.