Achieve a paperless lending environment. The benefits are huge.
The document management system in WebEquity® enables lending institutions of all sizes to make large strides toward a paperless environment. Taking advantage of imaging capabilities, loan staffs can easily scan a variety of documents and attach them to a customer’s credit record—and more specifically, to a single screen within that electronic file.
Scan any document format for digitized efficiency.
WebEquity accommodates any type of file attachment such as pictures, spreadsheets, Word documents, real estate appraisals, tax returns, business plans and more. This capability effectively ends the need for shipping physical files to be reviewed. Loan committees, officers and regulators can merely click on WebEquity—simultaneously, from any location—to securely view any information in a credit file.
Reduce the expense attached to paper documents.
With a single convenient system, you can reduce handling costs, printing supplies, copying costs, storage expense and all the other profit drains associated with paper documents. All information related to your borrower will be stored electronically in one central system.
Combine with workflow tools for even greater benefits.
Now that all your credit information is in an “electronic file”, functions such as automatic time stamping and compliance tracking help you stay on top of regulatory requirements sans all the effort. You’ll always know if the right form is in the right place at the right time. Plus, historical records can be easily archived and instantly retrieved.
Learn how WebEquity can help your achieve a paperless environment.
