In a paper-based lending process, loan approval documents move between offices for review. LoanPath's integrated Document Management Module supports indexed searching of documents, as well as full access (as specified by role-based entitlements) to all documents associated with a customer or transaction.

Simply put, this means that users can access any document in the system from anywhere—simplifying the sharing of information and speeding the credit decision.

The Document Management Module features:

  • Full versioning of documents
  • Statuses for documents as part of a workflow process
  • Full text search capability for .doc, .xls, and .ppt files
  • Fax-in capabilities for hard copy documents
  • Scanner and fax coversheet creation for the movement of physical documents to the electronic credit file

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