The CRM and loan origination platform said it had introduced enhanced data and document checks. OMS users will be able to run bank statements, tax returns and payslip checks directly in the platform. The documents will be checked for completeness, document integrity and to verify affordability.
The company said this would be particularly helpful in more complex cases, still keeping the checks within a single process.
Jodie Andrews, head of marketing, sales and partnerships at OMS, said: “It’s not just about document checks, but making sure the information supports the wider case journey.
“These changes reduce friction, improve visibility and give users greater confidence in the data they are handling, which is vital when dealing with complex borrowing and lending requirements.”
Sikoia is used by a number of leading banks and other financial organisations, including TSB and credit checking business Experian.
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The company uses AI to automatically extract, validate, and verify information from customer-submitted documents like bank statements, payslips, and tax returns.
Interface improvements
As well as adding greater functionality, OMS has refreshed its interface, and the firm said the system will be easier to use, with key information easier to find during case progression.
If documents fail or pass identity checks, there will be detailed information provided as to why this is the case, the company promises.
Alexis Rog, CEO and founder of Sikoia, said the changes would make customer assessments faster.
He added: “This expansion reflects our commitment to embedding intelligent automation directly into the tools brokers and lenders already use every day. By enhancing pre-population, expanding data extraction and providing clearer integrity feedback, we are enabling faster assessments without compromising on rigour. Our goal is to make high-quality financial data instantly usable across the entire origination journey.”
