EPITOME Loan Portfolio eliminates risk associated with misplaced paper or lost files, and improves accuracy and analysis
Pre-Packaged Functionality
EPITOME Loan Portfolio centralizes all loan documents in a single, secure, web-based repository
- Secured, audited access to documents by both internal and external parties; know who has viewed what, and when
- Central tracking of all loan information and documents to ensure everyone is working from the single source of the most up-to-date information
- Revision control of documents allows you to maintain multiple revisions of a document
- Document markup allows authorized users to accentuate or redact information within a document
- Reports and analysis can be performed on the portfolio to manage productivity and identify trends or problems
- Integrating disparate information into the portfolio repository gives users one system to locate and manage all information
Benefits
- Alleviate the burden on your staff and space through the reduction of physical paper file management
- Central web-based repository eliminates risk of lost documents and reduces the chances of anyone utilizing the wrong/outdated documents
- Ensure easier, faster diaster recovery; work on the web, not in the file room
- Realize ROI more quickly with a template solution available out of the box