Continuous Customer Recertification

The loan recertification process can be tedious, error-prone, and manual, leading to difficulty in maintaining service level agreements (SLAs) and ensuring that customers provide all required documents and data. The management team may also struggle to see an overall status of recertifications across the organization, while loan officers may be overwhelmed with busy work, preventing them from focusing on more complex and high-risk work.

Our solution focuses on Automation, Configuration and Visibility by implementing the following features:

• Customer portal: Our solution offers an Authenticated customer portal that provides customers with a simple way to upload documents related to recertification and suggest updates to their personal information.
• Admin dashboard: Our admin dashboard allows managers to configure the system to match the Financial Institutions specific needs, including Information and Documents Collected, SLA’s, and Frequency of Recertifications based on Risk, Product, and Type.
• Simple review workflow: Our solution offers a simple review workflow that enables Loan Officers to quickly review uploaded documents and ensure they meet recertification requirements.
• Reports and Insights: Various stats and graphics that provide quick insight to both Loan Officers and Managers so they can quickly understand the process health

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