By using, you agree with our use of cookies to improve your user experience. Read our cookie statement.
Tap to run demo

Add to Home Screen

Branch Onboarding

by Ian


Customer onboarding example with MFP integration into bank’s loan origination system (LOS):

- Banker meets with Laura and begins the loan process in the bank’s LOS
- The banker loads Laura's documents in the MFP’s ADF and presses the “Processing” icon
- The banker is presented with a list of pending accounts to be processed, and selects Laura’s account
- The banker is provided a list of required documents based on compliance rules for Laura’s specific loan and scans the documents
- Smart Document Capture checks the packet for compliance and corrections are made while Laura is in the branch
- Laura is told by the banker, and via email, that a 2nd W-2 is required
- She goes home, logs into her account and is presented with the status of required documents.
– Laura uploads the documents as required without having to return to the bank branch
- The banker, Laura, and back-office underwriters are all on the same page as to the status of the loan
- A digital audit trail is available for bank auditors as required