Enterprise Content Management

Manage new and existing customer relationships from one application to leverage the same full integration and intuitive features for each deal. Securely accept online applications. Request and accept customer documents that are automatically stored in the document management system (DMS) and are immediately available to the entire underwriting team. Stay organized with automated task boards and enhanced contact management.

Key data and store documents once. Perfect the data throughout the underwriting process. Data and documents flow to your credit package, document prep software, the core, and to loan servicing functions for streamlined functionality throughout the life of the loan without any rekeying.

Produce credit proposal packages with the click of a button, bringing together data, written summaries and attached documents that were previously collected, giving you the ability to standardize the presentation of even the most complex commercial deals to simplify the approval process.

Export deal data directly to your third-party document prep software or attorney with a button click, streamlining loan processing production. Automate requirement tracking by loan type. Synchronize requirement tracking with documents to ensure perfected loan documentation prior to closing.

Sync deal and host data automatically for new or renewed loans to provide for automatic document indexing and archival. Integrated document and requirement tracking allows the system to identify and satisfy requirements seamlessly using either previously collected documents or trailing documents.

Integrated debt exposure calculations that account for limited guaranties and participations, enhanced collateral valuation that accounts for cross-collateralization, geocoding, exception-based bulk notice production, and user and management dashboards pre-configured with credit and portfolio level metrics aid in maintaining a sound loan portfolio.

Simplify the loan modification or renewal process. Our system unifies documents, written summaries, and data that exist in the document management system, core, and loan origination system to be used again with ease. See which documents are out-of-date and which ones can be reused. Update previously written summaries rather than starting over. Leverage all of the tools available in the original loan process.