Banking & Lending

Banking & Lending

Streamline customer service operations while raising the bottom line.

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Eliminate loan processing bottlenecks

  • Capture new client data in electronic forms that can be digitally routed through origination, closing and funding.
  • Use document versioning to ensure that loan officers, branch managers and underwriters are working with the most accurate loan documents.
  • Reduce manual data entry by automatically pulling information from existing databases, records and forms.

Improve back-office productivity

Decrease time spent managing physical forms and transferring records.
  • Centralize customer records and make information available to all authorized branch employees on demand.
  • Retrieve documents instantly based on loan number, CIF number, SSN, EID or document type.
  • Eliminate time wasted tracking down physical documents.

Create more responsive client service

Provide rapid response to new accounts requests and client inquiries.
Enable simultaneous access to documents to allow customer service reps to efficiently answer customer questions.
Create workflows that automate suitability approval and exception handling.
Create online portals where customers can securely access and submit forms and review agreements and supporting documents.

Reduce the cost and complexity of compliance

Cost-effectively manage records to comply with FDIC, OTS and FRB retention requirements.
  • Provide auditors with instant digital access to records.
  • Reduce the cost of storing and transferring paper records.
  • Automate document retention to eliminate lost documents and associated fines.
  • Constantly monitor document access and retrieval to maintain the highest standards of security.

Old Link Bank

Client documents are now immediately available from any bank branch. If a customer questions a check, the signature card can quickly be found in Laserfiche and a copy of the signature can appear instantly for verification.”

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First Foundation Bank

“Audits are quick and painless. The files that the auditors want to see are copied into a special folder in Laserfiche that they can view remotely through Laserfiche WebLink.”

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See Laserfiche in action, schedule a demo today!

Whether your organization is looking to go paperless, manage digital content or automate business processes, our team of enterprise content management (ECM) consultants are here to help you.