Optimiza Tus Procesos Con El Software De Propuestas De Microsoft Para Servicios Financieros

Microsoft proposal software for Financial Services

for loan officers tasked with verifying information and gathering documents having a consolidated experience for managing their pipeline of applicants and streamlining communications can be the difference between hitting or missing their growth numbers our loan officer is empowered by customer onboarding for microsoft cloud from financial services and has a complete view into the status of each application and can easily toggle between records to manage multiple applications at once drilling into a specific application the snapshot provides at-a-glance clarity in the progress and what's needed to move this applicant into processing the customer onboarding experience reflects the checklist our loan officer needs to verify applicant details and supports multiple borrower scenarios assets and liabilities follows the same framework for verification supporting all parties involved customer onboarding provides a simplified experience for our loan officer to add or edit declarations while communicating with the applicant the process of managing documents is streamlined with the swim lane view into what's outstanding awaiting review and completed rather than having to switch between multiple applications our loan officer can review documents and submit for approval before processing further streamlining the intake process our loan officer can send a reminder for outstanding documents directly from customer onboarding our applicant receives the reminder through email and can navigate directly to the portal for uploading the outstanding documents and what used to be a bottleneck and labor intensive process has become streamlined with customer onboarding with our documents uploaded and approved this applicant can move to underwriting allowing our loan officer to focus on what they do best generating new business with customer onboarding for microsoft cloud for financial services deployed to manage the verification and intake process we can introduce new efficiencies to help improve margins while growing market share