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Secure Document Upload

Securely receive documents from customers within your own website.

Our secure document upload portal, Teslar Unite Lite, allows you to securely receive documents from customers from within your own website directly into Teslar. Unite Lite can accept or restrict any document you choose and notify the designated officer of submissions. All documents are scanned for viruses when they are submitted.

Key Features:

A safe and secure process for document gathering. Eliminate the use of unsecure email processes.

Interface sits on your website. Customers feel safe uploading documents without leaving your website.

Can accept multiple document types. You choose which documents are accepted.

Documents load directly into Teslar, and can be directed to the officer via internal email.

"Teslar’s automated workflow and portfolio management tools are positively impacting the trajectory of our organization. The innovative processes are improving our customer experiences and allowing us to operate more efficiently. We’re building a more streamlined banking experience that better allows our team to focus on helping businesses in our community grow and thrive.”
Jeff Newgard
President & CEO, Bank of Idaho
Download Secure Document Upload One-Pager

Download this one-page document for a quick and simple overview of Teslar’s secure document upload portal.

 

Download Document

Strengthen with More Solutions

Customer Portal
Workflow & Forms Automation
Basic Pipeline

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