Onboard New Borrowers
Employ online forms to capture loan application information from both the customer and internal staff. Assemble personalized welcome kits with loan documents, payoff schedules and customized promotional materials—and distribute via the customer’s preferred mode (print, electronic). Establish pre-defined touchpoints for new borrowers and monitor their journey to reduce friction and identify potential cross-sell opportunities.
Regulatory and Brand Compliance
Establish review and approval workflows for document templates, thereby guaranteeing proper oversight and compliance with corporate branding standards and regulatory requirements. Automate transactional review and approve processes for lending correspondence to achieve corporate and regulatory compliance at an individual document level. Collaborate with both internal and external partners throughout the communication lifecycle.
Next Generation Statements
Produce accurate and engaging statements and related loan correspondence for customers. Send lending correspondence in the language, mode (print or electronic), tone, and even template selected by each individual borrower. Aggregate multiple product-line statements into a single communication for improved customer experience and reduced operational costs. Provide clarity by embedding customized statement walk-throughs for each consumer.
Upgraded Digital Experience
Leverage digital forms to capture input from the borrower’s device of choice. Enable account creation and servicing 24×7 in the language and tone selected by each customer. Adopt electronic signature technology to improve the lending customer experience. Empower borrowers with self-service capabilities and analytics. Support consumers whenever they want, wherever they want, and however they want.
Create interactive statements and online analytics that empower consumers to investigate their spending and savings habits. Design sorting, filtering and other analytic features directly into statements delivered electronically. Generate documents in all media (print, PDF, email, etc.) with compelling graphs, charts and tables that facilitate self-service, reduce call center costs and build customer engagement.