Workflow Solutions for Financial Institutions

Turn prospects into new customers or streamline the management of existing relationships with an online account portal that allows you to easily and securely collect the documents and data needed to evaluate a new deal and keep your customer informed on the progress of their request. A document workflow interface means requests for tracked items are sent through the portal to collect ongoing documentation that is imported directly to the DMS.

Store and share documents with the underwriting team for a new deal for customers and non-customers alike. Stored documents for booked loans seamlessly and automatically import into the DMS for you. Schedule events, reminders, or make work requests from others, take notes, write credit summaries, and compile your credit proposal package (including attaching documents) with the click of a button. Automate pipeline reports.

Document imaging, loan document prep, and core integrations create a seamless process. Send data collected in the deal stage to document prep software – no rekeying needed. Later, host data from new loans resyncs with pending deals, turning them into booked loans and kicking off automatic document archival and review. Data integration unlocks powerful, built-in analytic tools for debt exposure or collateral leverage compliance.

Sync document and exception tracking for loans and deposits so that imaging a document automatically clears exceptions for you. Allow end-users to image to the DMS with operational confidence using review queues. Use interactive work queues with drag-and-drop functionality or scheduled reports. Automate customer request letter creation based on document status or date triggers. Store and track documents for operational departments, too. All right out of the box.

Live, intelligent dashboards geared to portfolio management with funding analysis, credit risk aggregation by groups and grades, concentration of credit tracking, deals in process, loan portfolio growth and trend analysis, deposit growth to budget, and more improve oversight. Board package download capabilities reduce your workload.