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Konica Minolta ECM Blog

Are You Using Your ECM Solution Properly?

Posted by Alyssa Anderson on Tue, Aug 16, 2016 @ 02:44 PM

shutterstock_87259876.jpgAIIM research finds that more than 50 percent of users say their Enterprise Content Management (ECM) investments are not successful. This should be taken as a sign that document management software projects may not have been well planned prior to implementation. Are you part of the statistic? If so, that’s okay. You’re not alone. This just means it’s time to address the issues you may be facing. So, let’s take a look at one of the most common mistakes: user adoption.

Shifting your focus to the opinions of those who will actually be using the software will help the implementation process. By involving them from the start, not only will they feel like an important part of the process, but it will provide you with greater visibility into their daily pain points. To ensure your ECM software is being leveraged to the fullest, maximizing results in your organization, here are a few other guidelines to follow:

  1. Start Small – It’s important to start with one well-defined process in order to fully optimize the software. If too many individuals are involved, you won’t be able to learn the basic steps needed to run a successful implementation. Focusing on one target group at a time will give you the opportunity to learn, adapt and work effectively before implementing the solution company wide. Common starting points include processes like employee onboarding and management or in departments like Accounting and Finance.
  2. Identify Goals – Setting goals for your company will help you find the exact features and functions you need from your document management solution. When you have an understanding of what you want to accomplish, the software implementation becomes much smoother, targeting the areas of concern. Make sure you address those key pain points with your solutions specialist so they can find the best fit for your specific business needs.
  3. Streamline Transition – Change is hard. When employees are so accustomed to completing tasks a certain way, they can be resistant to new methods. By involving the people that are going to be using the software daily, it is more likely that they will react positively to the change. As a bonus, you will get to hear their insight and they can give you a better idea of what is and is not needed for an easier transition.

shutterstock_234708769.jpgThe key to a successful ECM implementation is to understand the needs of your company and the employees who work there. Implementing a user adoption plan, through communication and collaboration, will make for a smoother transition and lead to a more successful outcome on your ECM solution.  These solutions are tailored to your specific business size and type. Learn more about our SMB solutions here and Contact Us with any questions.

Tags: Document Management, BPM, ECM, Workflow, go paperless, document capture

Business Continuity: How Document Management Software Could Save Your Company

Posted by Lauren Ford on Tue, Aug 09, 2016 @ 01:40 PM

123.jpg93 percent of companies that lost their data center for 10 days or more due to a disaster filed for bankruptcy within one year. What would you do if all of your business documents were suddenly gone? Think of the aftermath. How would you recover? Most organizations fail to have an acceptable recovery plan in place because they don’t recognize the need for it. But having a disaster recovery strategy is critical to ensure business functions can continue despite an unfortunate incident.

Whether theft, fire or natural disaster, everything can be destroyed in minutes. There’s no insurance policy or filing cabinet that could bring back the data. But luckily, document management software can save it. Document management software provides a secure backup plan to ensure continuous data access and integrity. If you have a long-term business plan, you’ll need to protect it. Let’s explore how document management software keeps your business safe and secure.

Preparation: Having to tell your customers that all of your data has been lost in a fire is a company’s worst nightmare. This can be avoided completely if you are well prepared with a document management solution. With document management software, a Test Server can be put in place, allowing administrators to confidently test all aspects of their document database outside of their production environment. This approach to disaster recovery is strongly recommended as added insurance for organizations that rely heavily on digital business. Additionally, paper-based businesses going digital with document management software gain a safe haven for records which protects beyond fire, flood or theft. Customers, partners and employees need to know that sensitive data such as salary ranges, medical history, pricing and contact information is secure from people they may not want seeing it. Once files are scanned into a document management system, user permissions can be set through password based security parameters, ensuring private information is accessible only to those who need it.

Recovery: Paper documents stored in filing cabinets are extremely vulnerable to being damaged, lost or destroyed. But even electronic documents are exposed to disaster. An essential tool in any business continuity plan is the ability to run an offsite location where data and documents are regularly updated and can be accessed quickly. With a document management Disaster Recovery License, administrators can maintain a licensed “hot site” for continuous access to your records in a single location — one that does not include rent or utility expenses! That way, if disaster strikes, the digital files have been easily backed up and can now be recovered within minutes.  In the event of a catastrophe, your documents are available through remote, VPN or web based access.

shutterstock_203618407.jpgCompliance: Many businesses must comply with strict government and legal requirements when it comes to records maintenance. They need to be organized, secure and accessible. Document management software presents a system for handling the policies and processes used by an organization to manage its information through every phase of existence — from creation through to destruction. Document management software enables organizations to establish regular and consistent guidelines in audit situations, demonstrating and providing assurance of compliance and practice standards. Document management software makes it easy to be compliant so that, in an audit emergency, your business can prove it’s abiding by the rules set in place.

Looking at the cost of going paperless compared to the consequence of losing all your files, or even your business, the price is extremely immaterial. Don’t be another statistic. Beat the odds and be prepared by investing in document management software today. These solutions are tailored to your specific business size and type. Learn more about our SMB solutions here and Contact Us with any questions you have.

Tags: Document Management, Paperless Office, BPM, ECM, Workflow, Going Green, Data Security

Three Areas Where Process Automation Streamlines Information Sharing

Posted by Lauren Ford on Wed, Aug 03, 2016 @ 09:09 AM

shutterstock_161091365.jpgDelivering paperwork from desk to desk, requesting written approval, manually searching for correspondence – all of these tasks are inefficient and time-consuming. Implementing a process automation solution can transform your existing routine from ineffective to exceptional. 

Process automation blends people and their work together into one streamlined performance, creating a strategic foundation for daily operations to take place, boosting productivity, simplifying collaboration and improving the quality of output. Imagine how much more work your team can get done by automating document-driven tasks from capture to routing, escalation and even tracking. Beyond conventional record-keeping activities, automation has the inherent strength to handle the most complex business functions, enabling your organization to better manage daily activities.

Here are the three most common areas where process automation solutions are used: 

  1. Accounting: Accounts Payable automation streamlines the high-speed capture of business-critical documentation — like invoices and purchase orders — through a variety of methods, from scanning to web forms and even email. This, in return, eliminates a high percentage of your manual processing errors, such as entry mistakes, invoice duplicates, lost data and more. Your staff can automatically extract high-value information quickly and efficiently without manual intervention, creating a streamlined, fully digital invoice management process. By providing one single point of access, you’re saving time and simplifying the search and retrieval of information with the seamless ability to process documents in tandem with an existing accounting software, such as QuickBooks or Microsoft Dynamics.
  1. Human Resources: Process automation provides Human Resources departments with real-time monitoring and automated escalations to keep employee processes moving and on schedule at all times. With greater insight into control, there’s no need for you to worry about compliance or accountability. Your employees can easily see the status of their tasks with a full overview of all actions completed and outstanding. This, in return, simplifies internal communication as all of your users involved in a workflow process have easy access to the information they need. As a potential employee moves through the hiring process, all corresponding paperwork — from hire to retirement — is organized and efficient. The solution pushes onboarding documents through the hiring process into interview scheduling, approvals and performance reviews. A flexible workflow will also set reminders of post-hire activities including periodic evaluations, benefits activation and credentialing. A well-implemented process workflow ensures processing is completed accordingly to your company’s specific regulations, leading to faster and better-informed decision making.
  1. shutterstock_110459051.jpgContracts Management: Automation reduces the costs, complexity and time to deploy manual contract processes by allowing your users to accomplish more with fewer resources. No more waiting or following up. Business process automation initiates intelligent queuing and routing, allowing contracts to be delivered to — and processed by — the right people. Contract automation improves collaboration and enhances your customer experience by seamlessly connecting internal employees with each other and the customer. Automatically schedule follow-ups and gain real-time monitoring with every step of a contract signing process, including current status, deadline alerts, delay notifications and approaching due dates. Further simplifying this paperless process, your staff can adhere to government compliance regulations by applying electronic signatures into the automated process. Decision-makers can digitally sign web forms with a mouse, stylus pen or finger, which allows their staff to eliminate the need to print, sign and rescan. 
Implementing process automation solutions can improve the credibility, productivity and profitability of any organization. These solutions are tailored to your specific business size and type. Learn more about our SMB solutions here and Contact Us with any questions you have!

Tags: Paperless Office, BPM, ECM, Workflow, accounts payable, Human Resources

Faster Claims Processing Makes for Happy Customers

Posted by Dan Termale on Thu, Jul 14, 2016 @ 10:24 AM

dreamstime_l_33395237_1.jpgWhen is comes to processing insurance claims, two things are very important: time and accuracy. It’s a race against time when you’re processing an insurance claim because the longer the process, the more it costs and warrants more chances for complications. Customer experience is affected largely by the amount of time and effort it takes a claim to be completed. Customers don’t want to wait weeks for a claim to be processed; to them that’s poor customer service and they’ll likely start looking at your competitors who can offer them faster, more enjoyable processing.

Processing insurance claims can be a costly and time-consuming endeavor, which is why businesses are beginning to look for tools to simplify the process. After all, the faster claims are processed, the lower the costs for businesses and the happier the customers will be. Fortunately, there’s an Enterprise Content Management (ECM) solution for this.

Claims Processing is also often one of the areas within a business with the most complexities and overhead. Why? Because Loss Adjustment Expense (LAE) is on the rise, meaning that claims costs are continually a black hole for insurers. Additionally, the current claims processing process is simply too inefficient and time consuming. There are too many steps, resulting in high costs for insurers and disgruntled customers.

dreamstime_l_42750009_2.jpgAn ECM solution for claims processing gives your claims teams all the information they need to process claims and handle exceptions fast according to business controls. The solution can integrate seamlessly with your existing systems and share information enterprise-wide, greatly automating your processes and saving you time.

More key benefits of the ECM solution for claims processing include:

  • Increases productivity by reducing the need to search for information across multiple data sources
  • Ensures tasks are completed in a timely manner with reminders, timers, notifications and other communications
  • Improves compliance through greater visibility, audit ability and adherence to internal controls
  • Reduces time to make a decision thanks to immediate access to information

Even better, the claims processing ECM solution also has a mobile option. This allows users to capture, collect and manage content on their mobile device  in the office or in the field  so work gets done faster and more accurately.

ECM solutions exist to make life easier for businesses. They simplify and streamline their workflows and save valuable time and money. If you would like to learn how to implement an ECM solution to tackle your claims processing headache, contact us! We’d be happy to help.

Tags: Document Management, ECM, Workflow, go paperless, enterprise content management,

Creating The Complete Picture in CAD with ECM

Posted by Dan Termale on Wed, Jun 29, 2016 @ 11:10 AM

dreamstime_2565306.jpgFor decades now, organizations have been using CAD systems for designing and engineering plans/blueprints to create everything from products and buildings to airplanes. A CAD system is a combination of hardware and software that enables engineers and architects to design anything and everything. In their CAD systems, engineers can view a design from any angle with the click of a mouse and zoom in or out for close-ups and long distance views. This type of system is very vital to many different types of organizations and industries. One industry that heavily depends on CAD systems is the construction industry. When engineers are designing, building and constructing a building of any type, it’s crucial that they plan out the blueprint drawing first in a CAD-like system.

One of the biggest challenges that many engineers face is being able to see the complete picture when working on a design or modification project. The design documentation process includes more than just CAD drawings, so there are a number of factors and separate documents that play a part. In a typical design process you’ll have contract specifications, change requests and purchasing documents that are all included in the process. The challenge then becomes apparent when all of these supporting documents are stored separately, whether it be in different programs or in physically different locations. This makes it hard for engineers to see the complete picture and hinders the possible efficiency level that the whole process could have if everything is stored in one easy to use location. 

dreamstime_xl_18101491_5.jpgThe beauty of Enterprise Content Management (ECM) has with CAD systems is that it connects all of your related business content with design drawings that often include complex, compound CAD files. Having an ECM system will empower your engineers to be able to retrieve, modify and archive drawings without ever leaving their familiar CAD environment. Now your project managers, cost accountants and customers will be able to — with granted rights — mark-up drawings and view related documents directly from within CAD with ECM integration. This will supercharge your engineering processes and will help them see the full picture with all of the related information that they need, all in one familiar place. This helps to create a better design process for everyone involved and will increase the productivity and efficiency levels that you weren’t able to attain with your manual design processes. 

If you would like more information on ECM for CAD, or if you have any questions on your specific CAD programs, then Contact us. We'd love to help!

Tags: Paperless Office, BPM, ECM, Workflow, Blueprints, CAD

Smart Phones Double As Mobile Scanners ‘On The Go’ for ECM

Posted by Dan Termale on Wed, Jun 15, 2016 @ 12:18 PM

dreamstime_m_32178518_2.jpgThe debate over whether iPhones or Android devices are better will continue, but there’s no denying that people increasingly prefer smartphones to basic feature phones. According to a recent study by Pew Research Center, 68 percent of Americans have smartphones, which is up from 35 percent in 2011, and tablet ownership has bumped up to 45 percent. It also found people ages 65 and older are increasingly choosing smart phones over basic feature phones. The survey states that roughly 9 out of 10 American adults (92 percent) own a mobile device, the majority being smartphones. So it’s safe to say that almost everyone walking around today has some type of smartphone in their pocket.

But how many of these users realize that they have a scanner in their pocket as well?

Your smartphone is essentially a scanning device that can be used to drastically improve the way you work and how you process information. Consider this scenario: Your flight is delayed and you have two hours to kill at the airport or train station. You have a giant stack of receipts from your trip and always dread filling out that expense report upon your return to the office. There must be a better way, right? Of course there is.

Just use your smartphone and snap a picture of each receipt using your Mobile Capture app to immediately start processing all of your receipts and documents. Many companies now have implemented these technologies into their business processes and use a number of different apps to get this done. The apps may be different but the capture technology behind them are all basically the same. That’s just one of the thousands of uses that a Mobile Capture solution can offer you and your employees.

dreamstime_xxl_29459455.jpgWhen it comes to creating real business value, you need to offer your customers better service in less time. By using a Mobile Capture strategy, you can enable your customers and field agents to capture documents wherever and whenever to start the particular process they’re trying to accomplish. It’s fast, easy, and creates tremendous value for all parties involved. Even more importantly, it differentiates you from your competitors and, in today’s competitive industries, that is a must.

We combine solutions from all of the world's leading document capture and smart process applications. Specializing in simplifying the first mile of information-intensive customer interactions is an important competitive advantage to have. Mobile capture platforms turn any smartphone or tablet into a sophisticated scanning device, which not only captures a document but also cleanses it and extracts critical data.

If you’re still relying on paper processes and have not yet started to utilize mobile technologies, then Contact Us. We would be happy to answer any questions you have and point you in the right direction.

Tags: Paperless Office, BPM, ECM, Mobile Solutions, Workflow, Smart Process Applications, Document Imaging, Technology,, document capture

4 Questions to Ask Your Document Scanning Service Provider

Posted by Dan Termale on Thu, May 19, 2016 @ 02:22 PM

dreamstime_l_48596455_3.jpgChanging the way we do things always starts with educating ourselves and changing our mindsets.

If you are trying to reduce paper consumption in your office, you should start by addressing the specific areas where most of the paper is being used. Once you identify where or what processes are the most paper heavy, you can plan alternatives.

For many businesses, the option of outsourcing document scanning to a service provider is the choice that makes the most sense. Although many businesses have not fully implemented a paperless and digital office strategy, research has shown that those that have invested in an Enterprise Content Management (ECM) plan and/or have digitized their paper files have enhanced their work space, increased productivity, lowered costs, and are more eco-friendly workplaces. The benefits far outweigh the initial investment of your digitization project. Most companies realize a full ROI within the first 18 months of implementation and from there it becomes a huge cost saver!

The next step is choosing the right service provider that will be able to securely handle your paper files and who will return to you high quality digital formats that are on time and on budget.

Here are 4 questions you should ask when seeking a scanning service provider:

1. What equipment will they use to scan your documents?

The type of scanners and the type of document capture software they use to capture information accurately is important so that it can be indexed and distributed correctly. Equipment should automatically handle image enhancement, data identification and other advanced processing. Make sure they have the right tools for the job.

2. What processes do they have in place to ensure high-quality scans?

When it comes to scanned documents, the importance of quality is high and involves many different factors. You want to ensure you are getting high-quality document images and all vital information is captured accurately.

Here are some questions to ask your potential service provider:

Will human quality control be performed?

Does the QA process involve random sampling or will each scanned document be checked?

Do they provide an accuracy guarantee?

How long is the window for quality issues to be raised and addressed?

3. What do they do with your documents after they have been digitized?

Your scanning service provider should be able to deliver your digitized files into the systems and programs that you need them in, whether they are being delivered into your Enterprise Content Management (ECM) system or into some other central storage location. And, they should be able to meet your requirements while maintaining tight data security.

4. Are they able to handle your ongoing scanning needs?

Whether your scanning project is focused on your back-filed documents or if it is going to be an ongoing process of scanning day-forward documents, make sure the provider has the resources to meet your needs. If your service provider can only handle your back-filed documents and not continue with your day-forward scanning needs, you may need to find another vendor. It is best to find one provider who can meet all the items on your must-have list and who has a proven track record of delivering quality service.

dreamstime_l_29647833_2.jpgThe bloodline of your business is your documents and data, so it’s important to do your due diligence when trusting someone to handle these projects. We have been providing high-quality and cost-effective document conversion services for over 40 years. We not only provide the services but also the software solutions so that you can choose in-house options as well. Options are always good to have. If you have any questions let us know! Contact us today; we are here to help.

 

Tags: Document Management, document scanning, Paperless Office, ECM, Document Imaging, go paperless, document capture

What is Capture Enabled Business Process Management?

Posted by Dan Termale on Wed, May 11, 2016 @ 09:01 AM

dreamstime_17776548.jpgIn today's business world, you must deal with information overload everyday with data arriving in many different forms and from multiple sources. The best way to stay on top of all of your incoming, outgoing, and stored information is by adopting some type of business processes automation technology that will help you stay compliant and efficient.

Perhaps you’ve heard of these types of solutions before, though you may still have some questions and reservations about them. Hopefully after reading this post you’ll have a better understanding of what capture-enabled business process management (BPM) does and how it can change your business. 

Your business processes are a mix of internal and external generated information, combined with human interactions and process decisions along the way, which can get very complicated. So how can a capture enabled BPM solution handle these types of intricate and complex business processes?

Capture-enabled BPM is a powerful combination of information capture technologies, BPM, and dynamic case management. The information capture piece drastically reduces your organization’s labor intensive processes by capturing all types of content for automatic classification, extraction, validation and delivery into applications, processes and repositories. BPM is a way of combining technology and management disciplines to ultimately improve the way you work and to perform at maximum efficiency. Dynamic case management is a collaborative and information-intensive process driven by outside events requiring incremental and progressive responses, human judgments and coordination. It's a dynamic way of managing the information that’s coming in and leaving your organization. 

These are some benefits:

  • Reduces costs
  • Creates more agile and adaptable processes
  • Automates and speeds processing
  • Improves customer service 
  • Enhances regulatory compliance
  • Provides 12-18 month ROI
  • Reduces errors and improves information quality
  • Increases productivity and efficiency
  • Increases transparency into business processes and performance
  • Improves integration between document management and CRM/case management

So how does this all actually work?

dreamstime_19608060.jpgWhen information comes into your organization in any form, a document capture solution technology automatically captures, extracts, validates and classifies through a no-touch process. It doesn't matter what format your information is in; whether it's a fax, email, SMS, XML, PDF format, or anything else, these solutions will translate that data into its proper place. The data can be delivered directly into your business applications, ERP, CRM, or anywhere you need the information to go. The software is highly customizable and can be easily integrated with just about any application or system while still delivering its high quality information.

This process eliminates the need for manual data entry and manual sorting, filing, and searching. It greatly increases efficiency and it ultimately improves the business processes that it’s being used on. 

We hope this post helps you to better understand what capture enabled BPM is and how it works! Contact Us with any questions or for more information.

Tags: Paperless Office, BPM, ECM, Workflow, go paperless, document capture

ECM Eases The Struggle With Managing Information

Posted by Dan Termale on Thu, May 05, 2016 @ 10:52 AM

dreamstime_m_13259181.jpgIf you break down the ways that every business operates, you’ll realize that it’s all based on flows of information and content. We rely on data and information to make sales, pay bills, hire and onboard employees, manage their records and so much more. For as long as we can remember, our businesses have operated on the same basic manual- and paper-laden processes that are now being challenged with new technology and regulations. 

Basically everything is becoming technology based and the amount of information that our businesses are producing is growing rapidly. We’re inundated with information of all types on a daily basis and some of you are struggling to keep your head above water. Your employees are having a hard time finding the documents and information they need to do their job effectively and some companies are paying more money then they realize to maintain their outdated business processes. It’s costing them large sums of money every year and, even more importantly, it’s costing them valuable employee time and energy that could be used elsewhere.

dreamstime_m_20803439.jpgSo what can you do to address the elephant in the room that eventually will have to be? The realization of information chaos is still relatively new to some companies, so here are some ways you can address these issues:

  • Focus on the automation of your most manual business processes first. (Accounts Payable and Human Resources are usually perfect places to start)
  • Map out those processes and focus on replicating the manual steps electronically.
  • Engage your employees and customers to take part in submitting information in digital formats.
  • Educate your senior executives on Enterprise Content Management (ECM) software solutions that will serve as your automation and repository tools.
  • Focus on the big return on investment (ROI) that ECM brings. Most companies realize their full investment within the first 12-18 months.

The beauty of our ECM solutions is that they can integrate seamlessly with any ERP or line of business system. You can link content directly to screens on your ERP and employees never have to leave ERP.  In fact, they may not even know they’re using a different solution – they sometimes think it’s just a new feature to the existing ERP.  It’s seamless. This really helps with user adoption and makes it a very easy transition.

dreamstime_xl_34697287_2.jpgThose are some areas to focus on. If you’re at the point of addressing your need for an ECM or Document Management solution, then reach out to someone who can guide you along that process. We love to educate people on how these solutions can revolutionize their business and ultimately save them time and money. This is the direction our society is moving in and we want to make sure no one is left behind.

Contact Us today and we’ll answer any questions you may have and we’ll guide you along on your journey to going paperless.

Tags: Document Management, Paperless Office, BPM, ECM, Workflow, accounts payable, Human Resources, go paperless

Reduce the Stacks of Paper in Your Mortgage Process

Posted by Dan Termale on Fri, Apr 29, 2016 @ 09:05 AM

dreamstime_1210096_4.jpgFor anyone who works in mortgage lending or who has ever purchased or sold a home, then you know the lengthy paper driven process that comes with it. That daunting stack of papers that you need to sign until you can no longer feel your hand, remember that? It’s called the closing process and it can be a very time consuming slow experience. If you have ever thought ''There’s gotta be a better way to do this'' — after all it is 2016, the age of the mobile and paperless technologies — then you are correct! There is a better, more efficient way to streamline your mortgage lending and closing processes.  

There are Enterprise Content Management (ECM) solutions that specialize in streamlining processes like mortgage lending and closing processes. An ECM solution will not only shorten the lending cycle, but it will also make your processes more cost effective. This is the direction that most industries are heading, so it’s important to stay competitive.

These solutions enable lenders to capture documents and information electronically, automating the manual, time-consuming processes throughout the entire mortgage process. Instead of having to track down documents, your staff can focus on more value added tasks while increasing and improving customer service.  

Here’s how an ECM solution streamlines your mortgage processes:

  • Origination - Provides several mechanisms for capturing, indexing and storing literally any type of document format. These solutions verify that documents are complete and automatically route your loan applications and all supporting documents to the underwriter. 
  • Underwriting - Once in the system, underwriters have immediate access to all loan documents from either home or office.  This automates the review and routing of completed loan documents to determine risk and expedite the loan closing process.
  • Post Closing and Audit - Workflow capabilities enforce that an institution's procedures and policies are followed every time and ensures that all documents have been prepared completely and accurately so your compliance standards are always met. 
  • Shipping and Delivery - This simplifies the shipping and delivery process by providing secure, immediate online access to loan documentation for review by potential investors.
  • Servicing - Customer service can now provide immediate updates to customers and investors regarding the status of an application or loan portfolio at any point in the loan process. 

dreamstime_xl_27654163.jpgWhen people say, “Time is Money” they’re absolutely right. The time you and your staff spend on manual tasks like sorting through papers and files, the more expensive your business process becomes. It should be about efficiency and excellent customer experiences. The faster you’re able to process refinances and modifications, the more time you’ll have to spend on new mortgages bringing you additional revenue.

The center of any good business model is always the customer. Everything you do should have the customer experience in mind. Taking care of them and being able to provide them with the highest level of service and attention should be one of your top goals. Whatever you need to do in order to make customer service and new business opportunities your top priorities, then you should do it.

With an ECM solution, the system automatically checks and verifies that you have all of the information needed to start and finish the process. If you’re missing something, then you will be notified immediately. This is much better than finding out you’re missing a document once you’re far along in the process, right? You can set up workflow timers and reminders to keep your loan approvers on top of every new loan that’s ready to be reviewed, which helps to keep process time quick and costs low, and much more.

So stop spending so much time on processing your loans and start spending more time helping customers and pursuing new business opportunities!

If you have any questions, contact us. We’re here to help.

Tags: Document Management, Paperless Office, ECM, Mobile Solutions, Workflow, Mortgages, go paperless

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