Blueprints
Pre-built business logic, wired up and ready to adapt
A Blueprint is a pre-configured unit of business logic: the objects, fields and relationships, the workflows, forms, reports, dashboards and triage types that deliver a specific outcome. Deploy one, then reshape it in the UI.
The Blueprint Library
Start from a process that already works
Each Blueprint maps to a process most regulated operations run. Every part of it is ordinary Volume configuration, so nothing is locked: rename, extend and rewire.
Customer Onboarding
Bring new and existing customers on board through a journey you design, with forms, portals, third-party checks, documents and signatures linked into one recorded process.
Client Portal
A secure, branded portal that keeps customers engaged while you work with them, asking them to sign, upload and update their details, with every action saved to their record.
Inbound Triage
Post, email and exceptions land in one prioritised inbox. Volume suggests what each item is, gathers the evidence and finds the record, so your team can decide and move on.
Form Completion
Volume finds every field in the PDFs lenders, insurers, banks and courts send you, fills it from your records, adds signatures and files the finished form for checking.
Bank Details Collection
Customers connect their account through Open Banking or upload a statement. Volume checks the account name matches your record, then stores the details securely, ready for payment.
Document Generate & Send
Generate letters, agreements, statements and packs from your own templates, filled from the record and sent to the right people, one at a time or thousands at once.
Document Extract and Load
Spreadsheets and statements are read by rules. Scans, images and PDFs are read with OCR and AI, and every value is checked for confidence before it's loaded.
Payment Reconciliation
Reconcile payments across lenders, providers, brokers and clients, whatever format their statements arrive in. Volume matches every transaction, pays each party and reports on the result.
Commission Reconciliation
Volume reads provider statements, cross-references every policy, calculates commission and sends broker statements in seconds rather than days, with a live view of every result.
Stronger together
Works With
Dashboards & Reporting
Relationship-aware reports and dashboards that filter each other.
Explore further
Which Blueprint is closest to your operation?
Tell us about the process. We will show you the Blueprint it maps to, what would change, and how quickly a configured environment could be in your hands