| Processing applications
and servicing loans are very document intensive activities
and involve a need to both generate and store multiple documents
per transaction. Even though the distribution and collection
of documents via electronic communications such as email are
becoming more common in today's marketplace, there is still
a requirement to ensure documents are handled efficiently
by your staff.
When designing a document management solution
it is important to investigate the logistics and technology
requirements together. Answering such questions as where documents
come from, who sends and receives documents within different
processes, what documents are required at various stages of
a transaction and who has the authority to create and distribute
documents will be a good starting point. From there you can
look at the volume of documents involved and at what points
will technology offer the best return on investment.
Virtually all strategies to achieve the 'paperless
office' will need to meet the following:
- The ability to receive documents
electronically and efficiently, no matter what the source
or method of sending
- The ability to streamline
the collection, sorting and distribution of received documents
- The ability to generate documents
by merging information collected during the transaction
process and controlling who can generate them
- The capacity to manually
and automatically distribute generated and collected documents
at various stages of a process
- The ability to maintain document
templates internally
- The ability to store documents
cost efficiently and retrieve documents easily
Our solutions meet all of the above requirements
or can be tailored to suit your specific needs.
Interested?
Call now to find out more or organise an appointment, 1300
721 243. |
