INFO-SHARE Secure Document Workflow Automation
INFO-SHARE simplifies the process of securely requesting and receiving critical documents from customers.
Our INFO-SHARE platform integrates tightly with INFO-ACCESS document storage and exception tracking to create a seamless end-to-end process for automating document requests. INFO-SHARE encrypts documents in transit and at rest to ensure security throughout the entire process.
Maintaining up-to-date credit file documentation is a critical component of ensuring asset quality and meeting compliance requirements. INFO-SHARE streamlines the process, which reduces time and costs as well as ensures the safety of your customers’ private information.
How It Works
- Bank triggers electronic requests to customer when document requirements become past due.
- Customer receives email notification with link to secure portal for document upload.
- Customer uploads documents through a secure portal that immediately encrypts the data.
- Banker receives notification upon document receipt and the system places the documents in the file, clearing any outstanding exceptions.
- Simple customer interface provides placeholder with description for each document requested.
- Custom email templates allow you to control communication to your customers.
- Customer portal includes your logo and colors to reinforce your brand and reassure your customers.
- Comprehensive audit trails enable you to monitor all activity and receive notifications upon completion.
- End-to-end asymmetric key encryption ensures data security without the hassle of software installation and account creation for your customers.
- Documents are encrypted from end-to-end using asymmetric key PGP encryption.
- Employees can view full records of activity though a detailed audit log.
- INFO-VIEW pinpoints the geographic location of users accessing the system.
- Bank determines and sets custom expiration dates on requests.
- Bank can immediately terminate specific requests, if any unusual activity is detected.
INFO-SHARE is part of our INFO-CAPTURE and INFO-VIEW platforms in the INFO-ACCESS suite designed to help maintain transparency and ease-of-use in loan origination. It’s one of our many tools that streamline customer communication and security to enhance asset quality and compliance.