Analyze documents and files for context, completeness, and accuracy.
Scan documents and files for completeness and accuracy, and request missing information automatically.
Export client data directly into your CRM and financial data into analysis-ready spreadsheets.
Summary credit reports; Payment data, Secretary of State, UCC, bankruptcies, judgments, and liens provided by default.
Highly constrained environments ensure your data remains compliant at-rest and in-transit, and now in-use.
AI-based document collection and data validation. Embed in your product directly instead of emailing separate client file invitations.
Automatically export data into spreadsheets from structured and unstructured files during the document collection process.
Trade payments and legal events data included within seconds of submission for more comprehensive pre-qualification at the top of the funnel.
Highly constrained environments ensure your data remains compliant at-rest, in-transit, and in-use. Optionally integrate with your existing data storage.
As soon as files are uploaded Harbr will search for keywords and match required document types to trigger follow-up conditions or data extraction processes.
Harbr will identify and extract data from uploaded files such as business details for your CRM, tables for financial spreading, and criterea for decisioning requests.
Exclusive to Harbr, globally trusted decisioning data including trade payment quantities, credit score, UCC filings, and other legal events are delivered automatically on every successful _Extract process.
Harbr begins working when a single triggering event occurs, such as creating a new business name entry in your CRM. Your CRM provides all the context Harbr needs for data labelling, classification, and verification.
Harbr scans all documents and files for context, completeness, and accuracy. Confirming readability, checking for required documents and data, ownership, completed fields, and matching criteria between document sets.
Harbr provides sequenced follow-ups to automatically notify prospects of any missing documents or data. Via email, text message, or phone call reminders.
Harbr continuously monitors intake for new and updated document submissions and keeps your CRM up to date with real-time status.
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