Vaulteer
Every record. Every decision. Connected.
Vaulteer connects the records and decisions behind banking and enterprise operations. Documents move from capture and versioning to review, approval, signing and archive, while customer journeys, contracts and governance remain tied to their supporting evidence. It is broader than loan tracking alone: the product is built for organizations that need controlled access, second-person approval and a history showing both how a record changed and who accessed it.
AI-assisted document and operational insight helps teams find information and review records within repeatable workflows. Sensitive decisions remain subject to company permissions, maker-checker review and the organization’s compliance process.
What Vaulteer brings to your team
Documents & digital records
Organize files from first scan to final archive, keeping versions, status and supporting information in one record workflow.
Maker-checker approvals
Require a second person for sensitive decisions and configuration rather than allowing creators to approve their own work.
Versioned agreement lifecycle
Follow agreements through draft, review and approval while retaining a clear trail of versions and reviewer decisions.
E-signatures & evidence
Move agreements through identity and signing workflows and keep signature evidence and company seals with the record.
Banking & customer journeys
Connect branch, customer and credit-team records so hand-offs retain the information needed for the next decision.
Contracts & governance
Organize obligations, policies and renewals alongside the records that support your business governance.
Company-isolated workspaces
Keep each company’s records, teams, roles and settings within its own controlled scope.
Access & change history
Review sensitive-record access as well as changes, and retain audit exports for internal or external review.
Verification integration
Scope Signetum-backed verification where issuer evidence and public authenticity checks are required.
From the first action to the final outcome
- 01
Capture and organize
Create the document or customer record, attach evidence and establish its company and workflow context.
- 02
Review and decide
Route tasks to responsible teams, follow maker-checker controls and preserve versions and approval evidence.
- 03
Sign, retain and review
Complete the configured signing process, retain the record and use access history and exports for oversight.
Built for
A standalone product, scoped to your needs
Vaulteer is available independently from the rest of the VisionX portfolio. Discuss your team size, required features, integrations and onboarding with us to confirm availability, subscription pricing and implementation scope.
Plan your deployment
Confirm your document types, banking journeys, retention policies and integration needs. Signetum-backed verification and signing services are separately scoped; using Vaulteer does not require purchasing the entire VisionX portfolio.
AI-generated outputs support your team’s judgment; they should be reviewed before business, security or compliance decisions.
Interested in Vaulteer?
Discuss a demo, request a proposal or tell us about the workflow you want to improve.
Contact sales