The organization`s activities related to financial issues requires to fix any operation in a documentary from. Naturally, the activity in the field of banking services is not an exception. Even if we consider just one aspect of bank activity, such as loans, we can see the big volume of document flow required to accept the borrower`s demand for a loan.
As a rule, the bank requires a package of documents, including the application form, copies of passport, an income statement, social security number, etc. After adoption of this package, the copies are send to the bank`s security department for a check of borrower`s credit history. Then a contract is issued which should be in an agreement with the credit and financial departments. The after all an order is issued to open an account or to give the sum in cash. The forms are standard, they only are needed to be filled in and it takes a lot of time and routine work.
What can bb workspace propose in this case?
For credit registration automation we'll have to use two visual layers of bb workspace: bb docflow for document keeping and tracking for each borrower and bb crm for keeping the information on each borrower.
In this case, when using the system bb workspace designed by Double B, the document flow to register a credit will be the following: The whole package of documents is scanned in the database (in a visual layer bb docflow) and a client's card is created, where using the visual layer bb crm all the information about the client will be entered. All information on the application for the loan and all necessary data will be available only for the bank services involved in the process.
Plus, all internal memos will be done using the templates and can be signed electronically. It is worth noting that all details will be filled in automatically using the client's database, that's to say that the necessary document can be created by 2-3 clicks, the rest will be done by the system bb workspace.
It is also worth noting that the implementation of the system bb workspace and the training won't take long and won't cause any difficulties because it is designed with a focus on an untrained user and is also based on a functional interface.
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