Feature

Function

Benefit

Import Data

Transfer existing customer/member data seamlessly from host system to Loan/Deposit Origination systems.

For existing customers/members, it eliminates a manual inquiry and manual keying of Customer Information File (CIF) data.

Helps keep host clean by preventing duplicate customer/member CIF records.

Export Data

Seamlessly transfer information from Loan/Deposit Origination Systems to host systems.

Eliminates re-keying information by automatically booking a new loan and accurately transfers data to the host

Data Validation

Identifies fields that are required in order for loan processing to continue.  Ensures that valid codes are being entered and detects any data errors.

Eliminates/Reduces sending erroneous information to the host and streamlines workflow.

Default Data

Preset values for a specific field with one value and automatically transfer information from Loan/Deposit Origination System to the host.

Transfer data that is constant to the Host without performing manual entry.

Conditional Processing

This comprehensive data validation feature performs functions similar to your host bank control record setup.  You are able to configure the interface to automatically default data, require fields, and populate fields with specific values when certain defined conditions are met.

Deploy processes to meet your unique business needs and improve efficiency.

Row Color Highlighting

Allows you to highlight specific export data fields for review by the loan processor.

Improves the audit process.

Loan Number Generation

Identifies the next available loan number to enter on a new loan.

* Optional feature available for selected hosts.

Eliminates manual tracking and possible duplication.