The Credit Process Automation Module automates the credit application and approval process for commercial credits. It includes creation of the credit application, leveraging client profile information in the Relationship Management System™ and applying business rules for required fields and edits and validation. Combined with our workflow, the approval process can be modeled and the steps can be monitored for each credit application. The approval process includes a full audit trail, showing who performed each step at each time. Options include interfaces to loan documentation and loan accounting, so that the loan can be completed and boarded without re-entry of data.

 

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