Document Workflow and Management

As we worked on creating a default workstation for a top national bank in the USA, we identified a need for an efficient document management system to handle default volumes with proper workflow and status information. In cooperation with the bank, we redesigned the existing document workflow and management software to ensure the document inflow's efficient management.

Key Features
  • Document management solution for reach out and hardship programs
  • Integrates with Mortgage Service Platforms
  • Workflow-based solution for an efficient document’s intake process, coupled with notifications/reminders
Technologies Used
  • Significantly reduce back and forth between banks and borrower's in the document collection process
  • Ensure document set is complete before initiating the loan default file, resulting in volume control for default's workstation
  • Compliance and regulatory verification for the discussion text
  • Auto-flagging of problematic call for further analysis
  • Useful for real-time call sentiment monitoring and scoring, performance management, and service level management of call center
  • Useful as a tool for internal training of staff to handle multiple scenarios and customer sentiments on the call

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