Financial Services
Manage Financial Documents In A Secure System

Improve operations

  • Loan processing and approval
  • Mortgage processing
  • Exception item processing
  • Trust disbursement
  • Signature cards

Manage documents

  • Checks
  • Statements
  • Electronic Forms
  • Signature Cards
  • Loan Documents

Secure Financial Documentation

Full Automation

Access documents in an instant and break past the paper-based process. Maximize productivity and manage regulations.

No More Document Loss

Documents are easy to retrieve via a search and delays are minimized for added usability.

Improve Member Service

Provide employees with the information that they need and get a complete view of the customer

Loan and mortgage processing

Workflow IQ gives you an approval process that fits you and your organization. Workflow IQ automatically sends email messages to clients seeking loans as their application moves through the workflow, thereby greatly reducing the number of incoming telephone calls asking for loan status.