Optimize your loan lending process to raise quality customer service. Support the activities of the complete loan processing workflow, followed by a messaging system, document management system, monitoring and payment of loans and so on.

• CUSTOMIZED TO YOUR COMPANY’S BUSINESS PROCESSES
• ADAPTED TO THE PREFERRED LANGUAGE

LOAN APPLICATION

Fast and easy loan application and processing. Set up lending process in accordance to the type of loan.

LENDING PARTICIPANTS

A detailed overview of the borrower, managers, co-borrower and guarantors which are connectedto the loan application. The system enables storing of personal and financial information.

INTEGRATION AND SYNCHRONIZATION WITH CORE BANKING SYSTEM

Bpm loan offers a possibility to integrate the system with the core system of the financial institution. Sync existing customers information, receive up-to-date data about the financial status of the customer, changed personal information, system generated payment warnings and so on.

HISTORY LOG AND WORK TIME TRACKING

The system supports work transparency by tracking the actions of a certain loan dossier, the users indulged in the transfer of the dossier, the exact date and time of the action, as well as the total number of days, hours and minutes each user worked on a certain dossier. The system also offers configuration and tracking of the work time a certain task needs to be completed. Upon work time expiration, the dossier is marked in red to alarm the user.

COLLATERAL MANAGEMENT

Gather necessary documents in one place and ensure you have the right documentation to support the loan application. The system enables you to block the process flow if a required document is not uploaded in a certain step of the process.

MONITORING OF LOAN PAYMENT

Monitor the payment of all realized loans, follow each loan’s payment dates, installments, amount left to be paid, as well as number of days that passed for each installment that has not been paid yet. Record every payment warning sent to the client, together with its type and additional details.

SYSTEM REMINDERS AND E-MAILING SYSTEM

Once configured, the system can send reminders to the users when certain action is triggered. The e-mailing system offers e-mail notifications for different actions such as: dossier transfer, expired work time notification, payment notice reminder, signed agreement or voting notification and so on.