All Celant Document Automation Engine Reviews

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Anonymous

2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

The software platform is a tremendous asset to our business

PROS

The developer is on top of everything. Any issue that has arisen has been addressed with a sense of urgency that I truly appreciate. This has made the software platform ever evolving to our needs. The platform runs very fast and is very straightforward. I was skeptical of how well this would adapt to our business sector, but I am blown away with how much more efficient our day to day operations have become

CONS

I would say that there are some formatting issues with exporting the documents to Word or PDF, but these issues are isolated to new features recently added. I am very confident that they will or have been addressed.

Josh

Non-Profit Organization Management, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Loan Officer Review

My personal experience is a 10 out of 10. I'm a loan officer that utilizes the program to automate and populate the various loan documents we use at loan closings. We have multiple funding sources that each require their own forms and [SENSITIVE CONTENT] and the team have integrated numerous forms for each of our separate funding sources. E.G. - If we are making an SBA microloan, we select SBA microloan, and the software automatically pulls up all required forms needed for this program and the best part is we only have to type the information such as client name, address, loan amount, etc. once and it autopopulates into all required forms. The program is a huge asset to our Finance Department.

PROS

The ease of use. It is easy to sign in securely, Celant automatically saves everything you do so if the computer has a power outage or you forget to save, all the work is saved and you can easily pick back up where you left off. The software is very intuitive since it is custom tailored to the needs of the client.

CONS

That any change must be made through Celant, there are no modifications or setting changes the user can manipulate. With that said, the team at Celant is extremely responsive to any requests and usually responds within an hour or two at most.

Reason for choosing Celant Document Automation Engine

We tried Sageworks and it was not intuitive. We spent more time trying to learn how the program worked than it was worth, plus it was much more costly. It took us longer to prepare a credit presentation and loan closing set in Sageworks than before, when we were entering things manually. Sageworks was built for much larger corporations, not the smaller guy.

Reasons for switching to Celant Document Automation Engine

We realized we were extremely inefficient and though we were comfortable in our process, we needed to become more efficient in order to increase productivity and loan volume.

Vendor Response

Thank you so much for the kind words Josh! You are able to make changes to the templates with the admin access. Your organization has this access and we'd be happy to provide upon proper authorization.

Replied June 2022

Jennifer

Financial Services, 11-50 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2021

MWF - Celant review 2021

PROS

Easy of functionality and user friendliness.

CONS

There isn't anything that we dislike about this software.

Yasmine

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Celant - accelerating production of legal documents

Exceptional. A pleasure and a relief to receive the customer service support from people with expertise in both law and IT. Totally accountable, professional and delivers.

PROS

Easy to use (very intuitive) designed for lawyers, flexible and adaptable, reliable, allows one lawyer to generate the work of 2-3 lawyers. Excellent customer service with immediate replies to questions, delivered with accuracy and attention to detail.

CONS

Nothing. Into the future I would like the offering to expand to link with research and document drive (G suite/ Microsoft etc).

Reason for choosing Celant Document Automation Engine

Designed for lawyers, personal service from experts, ability to tailor system for us.

Reasons for switching to Celant Document Automation Engine

Slow, hard to use and update, clunky.

Vendor Response

Thank you for the kind words Yasmine!

Replied April 2021

Steve

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Excellent product

So far, it has been a game changer for our business, in terms of the amount of time we save in productivity. It also has decreased our error rate significantly.

PROS

Ease of use. And most importantly, the amount of time we save in document preparation, t least 80% savings.

CONS

No dislikes. Everything has work as expected.

Reason for choosing Celant Document Automation Engine

Celant better suits our needs.

Reasons for switching to Celant Document Automation Engine

Celant better suits our needs.

Vendor Response

Thank you Steve for the kind words!

Replied June 2021

Robert

Non-Profit Organization Management, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Executive Director's Review

Duplication of work, productivity, efficiency

PROS

Easy to use, not over engineered, simplistic approach

CONS

Didn't find any features that were difficult to use.

Reason for choosing Celant Document Automation Engine

Productivity, easy to use and intuitive

Vendor Response

Thank you for the kind words and the opportunity Bob!

Replied June 2022

Tim

Financial Services, 1 employee

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Helpful to our Underwriting Process!

PROS

The document generation feature has been the most useful for us. While our loan volume is relatively small, this software definitely helps make the loan closing process more efficient.

CONS

Our relatively small loan volume results in only periodic usage of the software, rather than weekly or daily. This means that it has taken staff more time to become proficient with the functionality of the software. That is not necessarily a critique of the software, especially considering UIDC cannot compare the functionality against other similar softwares.

Vendor Response

Hi Tim, Thank you for your feedback! Please feel free to reach out if your team needs any refresher courses!

Replied December 2023

Luke

Real Estate, 501-1,000 employees

Used weekly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2019

Celant Document Automation

PROS

It is certainly helpful to have a software that automates a function in my workflow that I do on a regular basis. What I like most is that it saves me time and ensures that I don't miss any of the important items that I need to check on the legal documents before I send them to an external party.

CONS

There have been some minor outages and inflexibility in the software, but the customer service team has taken care of my issues promptly when I reached out about a problem I have encountered.

Emeric

Financial Services, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2021

Fast and Reliable

We needed an automation engine that strengthen and standardize the quality of our loan closing documents. Celant does just that for us

PROS

The quality of our documents is impressive!

CONS

I have not been able to experiment any big concerns with the engine.

Vendor Response

Thank you for the kind words Emeric!

Replied November 2021

Julie

Financial Services, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Celant Closing Documentation Review

streamlining the closing process allowing for increased production

PROS

The product is easy to use, allows for conversion to a word document. Celant was able to take existing forms and automate them so a loan closing package can be generated in half the time it used to take.

CONS

During the conversion process some clauses were moved around so it would work for formatting purposes. This will take a little time to get used to. Overall the inconvenience is minor compared to the time it has saved staff.

Vendor Response

Thank you Julie for the kind words! It was a pleasure working with you.

Replied June 2022

Isabella

Legal Services, 2-10 employees

Used less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Celant

PROS

The software is fantastic and really user-friendly.

CONS

Can't think of any. The software is really good.

Vendor Response

Thank you Isabella! Always a pleasure working with you.

Replied April 2021

Laura

Non-Profit Organization Management, 11-50 employees

Used monthly for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Highly Recommend Celant Software

PROS

The software is incredibly easy to use and generates documents quickly and efficiently. The documents are able to be downloaded in an editable format as well so minor revisions can be done in-house. However, the customer service is unparalleled. Whenever we do have a need, the Celant team is always able to help in record time.

CONS

There are no real complaints on our team about this software.

Vendor Response

Thank you kindly Laura!

Replied June 2021

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