Solutions Overview
P & C
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Imaging
Loan Portfolio
Post Closing
Funding Checklist
Real Estate Tax
Servicing & Admin
BPO

The Right Technology,
        Right Now.

EPITOME Pre/Post Funding Checklist reduces cost through configurable, rules-based checklists with central oversight throughout the entire process

Pre-Packaged Functionality

EPITOME Pre/Post Funding Checklist supports the origination process with configurable checklists that are centrally administered

  • Automated work delivery for processors
  • Checklists are configured (not coded) rules-driven interfaces that present all data, documents and external systems, enabling processors to complete work more swiftly and accurately
  • Configuration wizard for Checklist enables:
  • Rapid deployment of solution
  • Rapid change management with minimal business disruption
  • End-to-end visibility of Checklist process
  • Leveraging off-the-shelf technology with little or no customization
Benefits
  • Eliminates disjointed tracking on spreadsheets
  • Centralized tracking of the responses enables proactive management of the process
  • Reduction in staff created by a process driven checklist instead of a disparate one-off non-centralized method
 
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