Verification and underwriting | bpm'online

Application Verification

Minimize the risks of loan defaults due to the verification of data in the application. The system enables creation of a simple and convenient check-list of necessary verification actions, to set the appropriate role selection, configure the parallel and sequential versions of checks and actions that are performed when reviewing and approving the application.

Application Verification

Queues management

Create queues for to organize the review and approval of loan applications. Queue configuration tools allow you to organize work with the application’s flow based on the priorities and other settings, and distribute applications to the responsible verifiers and underwriters.

Queues management

Verification actions settings

Increase the quality of the verifier's decision making by setting the context for each verification action: files with regulations and rules for performing verification actions, links to useful resources, conversation scripts. Create a checklist that will help your employees carefully, and convincingly choose the result of verification.

Single Verifier Window

Arm agents with a unified tool to manage their daily tasks in a pre-configured single window interface that allows them to easily manage request queues, perform bulk communications, share information via the Enterprise Social Network and monitor their own performance.

Single Verifier Window

Application Underwriting

Monitor the final approval of loan applications: all required information needed to make an application decision is shown on a single page. After analyzing the initial data, the underwriter can approve, postpone, reject the application, or change the final financing terms.

Application Underwriting

Reminders

Use reminders to timely provide the necessary information to clients. The system will prompt manager about the decision on the application, the need for clarification of data from the client, or other necessary actions.