Pipeline Tracking and Workflow
"Our decision to rely exclusively on Shaw for our loan servicing applications, including CREDITSTREAM, is testimony to the confidence we have in them as a leader in their industry."
One of the largest U.S. personal trust providers nationwide and a leading provider of deposit and financing services.
Pipeline Tracking and Workflow
- Automated Loan and Lease Boarding
- User-Defined Checklists and Activities
- Customer, Deal, and Collateral Tracking
- Document and Exception Tracking
- Enterprise Reporting
CREDITSTREAM applies user-defined checklists to the deal components based upon product type or additional criteria. Each deal can contain information about customers, loans, and collateral. This solution automatically tracks documents or exceptions for deal components identified as missing from the import. Exceptions are created on demand.
CREDITSTREAM schedules activities in the future for purpose of lien perfection and other life-of-loan items such as financial statements, appraisals, UCCs, and more. This solution monitors events associated with a loan or lease while maintaining additional information not typically stored or gathered during the origination process.
CREDITSTREAM Highlights
- Streamlines and Expedites Loan or Lease Processing
- Electronic Boarding to Servicing Systems
- Date-Initiated Activities
- Intuitive Screens and Maintenance Parameters
- Centralized Credit and Portfolio Management Information
- Automated Account Tracking
- Improved Accuracy and Data Integrity
- Promotes a More Paperless Environment
- Enables User-Driven Portfolio Reporting
- Provides Comprehensive Collateral Tracking
- User-Defined Documentation Processor