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SimpleIndex

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MORTGAGE DATA CAPTURE SOLUTIONS

LoanStacker is designed to identify mortgage documents to enable originators and underwriters to quickly find needed documents and automatically sort applications by investor stack orders.

Banks and warehouse lenders that purchase loans have an additional data entry task. The loan application data must be key entered from the application into a database or LOS, an expensive and time consuming manual step. This step can also be automated.

LoanStacker was developed by ScanStore, a leading systems integrator for OCR data capture solutions. ScanStore has also developed out-of-the-box recognition systems using ABBYY FlexiCapture that can read common mortgage forms like the Uniform Residential Loan Application (1003), HUD-1 Settlement Statement and Appraisal Report (1004) and automatically capture all of the key information using OCR (Optical Character Recognition).

Data captured from loan documents can be automatically uploaded to any database or LOS using the same integration methods used by LoanStacker.

LoanStacker and FlexiCapture work together to identify and sort the application, then automatically route specific documents for data extraction in FlexiCapture.

New forms are being added to our portfolio all the time, and our mortgage document specialization lets us develop new templates for much less than other integrators. Any data on any mortgage document can be located and extracted using our software. Any data entry task can be automated.

Video Demos

Tuesday, 07 November 2017 by dwilder

These videos demonstrate several ways SimpleIndex® can automatically index different types of documents. If you are new to SimpleIndex, watching these videos is the easiest way to see what it can do. You can follow along using the sample files included in the SimpleIndex Trial.

  • Zone OCR with template matching
  • Document barcode recognition
  • PDF OCR text parsing
  • Sort and index MS Office documents
  • Indexing with full-text OCR
  • Running jobs from an icon

The sample files are copied to your Configuration Folder when you run the SimpleIndex Trial for the first time. If you can’t find the samples, copy them with the Global Settings Wizard in the File menu.

Compare Major Scanning Solutions

Compare the SimpleIndex scanning and indexing workflow to 4 leading desktop document imaging applications–Kofax Express™, Kodak Capture Pro™, PaperVision™ Capture Express and Office Gemini DiamondVision™.

Compare SimpleIndex to the competition

University of SimpleSoftware

Extensive online training videos for the SimpleSoftware product line are available at the University of SimpleSoftware. Live versions of each class can also be scheduled with our support staff.

Visit the Simple Software University

Integrated Solutions Built with SimpleIndex

Batch Scanning to Encompass VideoSimpleInvoice

Uses the OCR and dictionary matching functionality of the SimpleIndex scanning and indexing software to automatically scan, name, and organize incoming invoices into your chosen folder structure of searchable PDF files.

SimpleQB

Scan invoices, OCR the key data and automatically receive bills in QuickBooks accounting software. SimpleQB can transfer transaction data from SimpleIndex to QuickBooks, automating your scanning and data entry tasks simultaneously.

LoanStacker for Mortgages

Use OCR with a preconfigured dictionary file to recognize over 300 mortgage origination and closing documents. Automate scanning to popular mortgage applications like Calyx Point and EllieMae Encompass.

Find out more by going to LoanStacker.com.

SimpleIndex with Contentverse Document Management

SimpleIndex is the perfect front-end scanning tool for your document management system. These videos show several ways that SimpleIndex can be configured to automate document capture with the CompuThink Contentverse document management solution.

SharePoint Scanning

Automatically organize files and set custom column metadata in SharePoint 2010 using SimpleIndex index fields.

Screenshot OCR

Use screen captures to get index data from any application.

Patent ID and Title Extraction

Out-of-the-box configuration extracts the Patent ID Number and Title from any US patent application.

Zone OCR with Template Matching

This video shows the Zone OCR Invoice Processing sample job. Zone OCR is the traditional method for extracting index data from printed text that appears in a fixed location on every page.

The video also shows how Zone OCR is enhanced with SimpleIndex‘s Template Matching and Dictionary Matching features, giving you much more margin for error than other solutions.

Watch the Zone OCR Video

Document Barcode Recognition

This video shows how barcode recognition can be used with our 1-click processing feature to index files quickly, easily and accurately.

With a single click a batch of documents is imported, barcodes are recognized and files are exported to organized folders and filenames as well as a SimpleSearch document database.

In the second part of the video, a SimpleSearch configuration is used to search and view the files processed in the first part.

Watch the Barcode Recognition Video

PDF OCR Text Parsing

This video demonstrates the PDF OCR text processing capabilities of SimpleIndex by extracting the Document Number, Date, Document Type, Customer and Total from a number of Estimates and Invoices.

All of this information is read automatically using the existing text layer of a computer generated PDF, such as those created using PDF printer drivers. Template and dictionary matching algorithms are used to locate and extract the correct data values from the text.

Since the existing text is being used, OCR is not performed. This makes processing much faster and 100% accurate. OCR can be used to get text from scanned PDF files with no existing text.

Watch the PDF OCR Text Parsing Video

Sort and Index MS Office Documents

This video shows the Read My Documents sample configuration.

Word documents, Excel spreadsheets and PowerPoint presentations are automatically sorted using the SimpleIndex template and dictionary matching algorithms.

The files are reorganized using the Sales Rep, Customer, Document Type and Date extracted from the text.

SimpleSearch is then used to search and view the sorted files.

Watch the MS Office OCR Text Parsing Video

Full Page OCR Invoice Processing

This job configuration uses a 3-step process to automate the OCR processing. First, full-page OCR is performed on each image. Field data is extracted from the full-page OCR using template and dictionary matching algorithms. This is done in Pre-Index mode to allow unattended processing. Data is saved to a database so it can be reviewed and corrected in Step 2.

Step 2 uses Database Update mode to find images with missing index values and allows the user to manually enter the correct data.

Step 3 uses a SimpleSearch configuration to search and view the indexed images, including full text searches.

Watch the Full Page OCR Video

Running Jobs from an Icon

One of the most powerful features of SimpleIndex is its ability to be launched from a command line. This allows you to save job configurations to an icon that can be launched by double-clicking it. Processing can be fully automated so that it runs minimized in the taskbar and requires no user interaction whatsoever.

This video shows what happens when you run the various sample jobs in this way.

Watch the 1-Click Processing Video

KB Articles for Optical Character Recognition

  • Language Pack for Standard/Tesseract OCR
  • Languages Supported in SimpleSoftware OCR Engines
  • What is Document Imaging?
  • Change the Dictionary Separator Value
  • Change the OCR Font or Type
  • Regular Expression (RegEx) - Syntax or Type
  • Autonumber Increment Value
  • I'm using full page OCR. The information is all appearing in the txt file but it is losing format about half way through. Data to the right is ending up at the end of the txt doc. Can this be fixed?
  • Is there a way to just use part of a bar code or OCR value? For example, extract "50" from the value "124450"
  • If I have a form which is filled manually by hand, can SimpleIndex read the data from it?
1-Click Processing, Barcode Recognition Software, Command-Line, Contentverse, File Indexing, Invoice OCR, Mortgage, OCR, Office PDF Text Processing, QuickBooks Document Management, Scanning Software, Screen Scraping OCR, Screenshot OCR, SharePoint Scanning, TWAIN Scanning Software, Zone OCR
1-Click ProcessingBarcode Recognition SoftwareCommand-LineContentverseFile IndexingInvoice OCRMortgageOCROffice PDF Text ProcessingQuickBooks Document ManagementScanning SoftwareScreen Scraping OCRScreenshot OCRSharePoint ScanningTWAIN Scanning SoftwareZone OCR
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Feature Cloud

Front End Scanning SimpleSend Zone OCR Office PDF Document Indexing Bar Code Scanning RegEx Workflow Text Processing Automatic Indexing Software Mortgage Imprinting & Watermarking Imprinting Scanned Document Indexing Full-Text Search OCR Scanning Document Automation Barcode Recognition Software TIFF PDF Annotations Remote Capture ODBC PDF Archive Scanning Software Search PaperVision Image Scanning Optical Mark Recognition MySQL SQL Server Scanning Coversheet OCR Form Processing Office to PDF Personal Document Management Paperless Office OMR Batch Scanning PDF Data Extraction Software Robotic Process Automation Barcode Reading Software File Indexing SharePoint Migration 1-Click Processing XSLT Business Process Automation Database Autofill MS Office Automatic Data Capture

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SimpleIndex Applications

SimpleIndex Applications Packaged apps built with SimpleIndex.
SimpleInvoice for AP
Sales Tax Manager
Mortgage LoanStacker
MSDS and Patents
SimpleIndex

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