Simple document workflow software and services designed to help banks and credit unions accelerate productivity and performance.

CDP Document Workflow Solutions streamline workflows while maximizing your resources and motivating your team. We support our clients every step of the way and are never more than an email or phone call away.

eFlow

 

The Complete Document Workflow Solution

eFlow is a bundled software and service solution that comes with priority client support and decades of industry insights.

  • Securely manage sensitive documents and records.
  • Improve the member and customer experience.
  • Create new revenue streams.

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STREAMLINED, SCALABLE DOCUMENT WORKFLOW SOLUTIONS

Move your teller line and your business confidently forward.

eTELLER

Turn email, text, and print receipts into revenue-boosting ads.

eRECEIPT

Close more loans in less time with fewer resources.

eMANAGE

Make signing documents more convenient than ever for customers and members.

eSIGN

Produce fully customized materials on demand.

ePRINT

Effortless implementation with ongoing customer service and IT support.

At CDP, we understand that learning a new technology can be daunting.

We’re always here to troubleshoot, answer questions, and reassure you.

CDP sets you up for success and empowers you to get the most out of your software.

Clients love our:

  • Easy-to-understand user guides

    None of that technical mumbo jumbo. Just common-sense, step-by-step instructions.

  • Straightforward onboarding

    We walk you through your new workflow and demonstrate exactly how to use the software.

  • Category-leading security from trusted partners

    CDP Document Workflow Solutions come equipped with cutting-edge, cost-effective security features that we personally test and use.

When you partner with CDP, expect the best training. And a healthy amount of hand-holding.

Beginner and advanced webinars offered daily for each of our document workflow solutions.

CDP brings new hires up to speed and keeps everyone’s skills sharp. No need for in-house training. We take care of you.

CDP Document Workflow Solutions are securely run from cloud storage.

The cloud is the safest place to store your documents. All you need to run our cloud-based software is an Internet connection.

 

The cloud uses the computing power of vast networks of offsite servers and presents strength in numbers when it comes to security and pricing.

  • Never worry about losing your data.
  • Automatically keep your software up to date.
  • Lower your IT costs.

You also have the option of running our software in-house.

  • In-house means your server runs our software. Our solutions don’t take up much space or require much computing power.
  • With our in-house option, the ability to see and touch the hardware makes some clients feel more comfortable.

Client Testimonials

CDP Core Value

We believe in sprinkling magic into everyone's day