Loan Origination
and Fund Management

SmartDesk delivers sophisticated document-centric constructs that are required within loan processing and fund management business processes. 

User interface presentations (Image viewer(s), action buttons, data grids, etc.), CAM datasheets, line-of-business system data and 3rd-party information are presented within a single view for simple access, reference and processing. 

These task-specific interfaces and their related content can then be associated with specific steps within a workflow process, different types of user roles, and any data field (or set of data fields). 

SmartDesk determines the user preferences as defined by the Personalization utilities and the privileges specified within both Active Directory and other defined security measures which dictate the final end-user experience.

With the system now managing the mundane and often repetitive low value tasks, Loan Processors are free to expend their work effort toward higher value tasks such as analysis and decision making.  This not only drives lower cycle times but also delivers significantly higher loan processing productivity and loan quality.