Document Manager Flashcards
Document Manager: Overview
This is a “x”, “x” repository that allows instant and secure access to uploaded files.
It’s designed to eliminate the use of “x” when moving through the loan process.
Document Manager: Overview
This is a “configurable”, “central document” repository that allows instant and secure access to uploaded files.
It’s designed to eliminate the use of “paper files” when moving through the loan process.
Doc Man: Key Features
- Automated “x”
- Advanced “x”
- Templates & “x”
- Email “x” & Chatter “x”
- Remote “x” & “x”
- Naming, “x”, “x”
- Global “x” and “x” Downloads
- “x”
- “x”, “x” and “x”
- Category “x”
- “x”
- “x” Integration
Doc Man: Key Features
- Automated “Workflow”
- Advanced “Permissions”
- Templates & “Smart Checklists”
- Email “Alerts” & Chatter “Notifications”
- Remote “Access” & “Customer Portal”
- Naming, “Indexing”, “UI”
- Global “Search” and “Bulk” Downloads
- “Virtual Audit Trail”
- “Collateral”, “PP” and “Deposits”
- Category “Filters”
- “Bulk Updates”
- “E-Signature” Integration
Doc Man: Benefits
- Enhanced “x” across all lines of business
- Reduced “x”
- Ability to easily manage “x”
- Ability to generate “x” using stored information
- Consistent “x”
- Ability to promote “x” across multiple “x”
Doc Man: Benefits
- Enhanced “efficiency” across all lines of business
- Reduced “compliance risk”
- Ability to easily manage “digital documents”
- Ability to generate “reports” using stored information
- Consistent “naming conventions”
- Ability to promote “collaboration” across multiple “teams”
Using Document Manager
It’s used heavily in almost all phases of the “x including:
- “x”
- “x”
- “x”
- “x”
- “x”
- “x”
- “x”
- “x”
- “x”
Note: Notes & Attachments from a “x” are transferred to the “x”
Using Document Manager
It’s used heavily in almost all phases of the “credit lifecycle” including:
- “Pre-underwriting”
- “Underwriting”
- “Credit Decision”
- “Client Decision”
- “Pre-Closing”
- “Document Preparation”
- “Document Review”
- “Post-Closing”
- “Funding/Booking”
Note: Notes & Attachments from a “lead” are transferred to the “opportunity”
Doc Man: Available Objects
- “x”
- “x”
- “x”
- “x”
- “x”
- “x”
Doc Man: Available Objects
- “Loan”
- “Collateral”
- “Treasury Service”
- “Deposit”
- “Relationship”
- “Product Package”
Document Manager: Relationship
Used to store “x” or “x” information about that relationship.
It’s used for the ongoing “x” of “x” relationships. It consists of documents that are not “x”.
Document Manager: Relationship
Used to store “financial” or “corporate” information about that relationship.
It’s used for the ongoing “servicing” of “existing” relationships. It consists of documents that are not “loan-specific”.
Document Storage Options: Native Salesforce
- “x”
- Consideration: “x”
- Analysis: “x”
Document Storage Options: Native Salesforce
- “File Storage Limits”
- Consideration: “Cost”
- Analysis: “Documents/Objects/Records”
Document Storage Options: Offload to ECM
- Custom “x”
- Consideration: “x” and “x”
- Analysis: “x”
Document Storage Options: Offload to ECM
- Custom “Integration”
- Consideration: “Cost” and “Time”
- Analysis: “Documents/Objects/Records”
Document Manager Integrations
Doc Man creates useful integrations with 3rd party tools to “x” and “x” many manual tasks such as search for “x” that are not “x” in Document Manager, import “x” from the search results and “x” documents.
Document Manager Integrations
Doc Man creates useful integrations with 3rd party tools to “automate” and “simplify” many manual tasks such as search for “old documents” that are not “mastered” in Document Manager, import “selected documents” from the search results and “index” documents.
Document Manager Integrations: Credit Reporting Integration
Supports automatic “report-to-placeholder” uploading.
Document Manager Integrations: Credit Reporting Integration
Supports automatic “x” uploading.
Document Manager Integrations: Doc Prep Integration
Supports easy “x” of documents and “x” of them within the appropriate “x”.
Document Manager Integrations: Doc Prep Integration
Supports easy “generation” of documents and “automatic storing” of them within the appropriate “placeholders”.
Document Manager Integrations: E-Signature Integration
Helps to request and receive “x” documents within Doc Man.
Document Manager Integrations: E-Signature Integration
Helps to request and receive “electronically signed” documents within Doc Man.
Document Manager Integrations: Document Transfer API Integration
Allows you to integrate with “x” options and free up “x” to reduce “x”.
Document Manager Integrations: Document Transfer API Integration
Allows you to integrate with “off-platform storage” options and free up “file space” to reduce “storage cost”.
Document Export Service
Designed to “x” documents from Doc Man as per a “x” and place them in a “x” at the bank.
The banks “x” can then pick up the documents and load them into the “x”, which allows the “x” to stay up to date with all the “x” documents.
Document Export Service
Designed to “extract” documents from Doc Man as per a “schedule” and place them in a “local directory” at the bank.
The banks “image archive system” can then pick up the documents and load them into the “archive”, which allows the “image archive” to stay up to date with all the “imaged” documents.
