Our architecture is unique in that everything is driven by the relationship between File Structures and Process Tracks creating a single pane of glass view into your entire portfolio. The File Structures (parent) can be spread across a variety of Process Tracks (children) making data aggregation and navigation extremely transparent.
Replace macros and BI reporting mechanisms that your operations rely on by easily activating workflow templates for all default servicing processes. Our workflow templates have automated rules, existing and easily added API connections, and role-based tasking that make process and exception management simpler than ever before.
All automated workflows come with pre-built tasking for the servicing organization and any associated vendors attached to the process. Our dynamic tasking makes it easy to collect data and documents, manage timelines, and get answers to process related questions for the purpose of streamlining production management.
Every default workflow template comes with an intuitive dashboard that acts as an entry point for user specific action items. Dashboards easily identify next steps for your FTE’s and the vendors you rely on, while also giving supervisory roles the ability to track life of loan metrics and data across all stages of the default process for maximum oversight.
File Structure
Process Tracks
Rules Engine
A single pane of glass view of the entire process making data aggregation and navigation extremely transparent.
Roles
Dynamic Tasks
Data Fields
Our dynamic tasking makes it easy to collect data and documents, manage timelines, and get answers to process related questions.
Workflow
Page Layouts
API/Webservices
Our workflow templates have automated rules, existing and easily added API connections, and role-based tasking that make process and exception management simpler than ever before.
Oversight
Metrics
Modules
Dashboards easily identify next steps for your FTE’s and the vendors you rely on, while also giving supervisory roles the ability to track metrics and data across your entire portfolio.
