Banking Solutions

Remote Loan Review

Requires document imaging for document review and tracking for proper pulling of the sample. This creates a paperless review with zero file pulling. The sample can be based on debt above a loan cut, problem loan, individual sampled customers, or past due status.*

Image Type Workflow Management

The tracking system understands the size, contrast, brightness, and if the document is dual sided. The scanner is adjusted on the fly to accommodate the various documents before scanning.

Bar Code Workflow Management

The tracking system pre indexes the document image when a barcode is produced. The single click feature of bar code generation replaces an entire imaging department. The bar code is affixed to the tracked document and passed to scanning to be scanned by a minimally skilled employee.  Document Bulk Scanning is also available.  Bar code cover sheets are sandwiched on top of the documents to be imaged.  The entire pile of documents are scanned and placed with the documents in the system.  Credit, Collateral, and Deposit documents can be scanned all at once.

Structured Searching

Searching of the credit or collateral filing system is structured by an established tracking system. If the lender can read a credit and collateral file they can browse images with a few minutes training. Access to any document is two seconds away.

Outside Directors Loan Committee

An outside directors loan committee can be accomplished due to debt level monitoring before document images are selected for discussion. They also can meet without leaving their respective offices.

Image Security

Director, officer, and employee images are locked down so only administrative back office and Loan Review with the proper security permission can view DOE document images.

* Indicates has been utilized by the OCC for portfolio review. State review is scheduled.