Credit Application Processing with PaperTrail
PaperTrail has provided a robust Electronic Content Management (ECM) system to support business-critical processes for many years.
Through our sophisticated solutions we offer our Valued Clients leading edge document solutions with the aim of achieving our goal in providing collaboration, flexibility and agility achieving both cost and service benefits for our clients.
PaperTrail Features allow for the ability to easily and automatically manage Application processing such as Credit Applications and other 3rd Party Applications.
The ability to integrate with 3rd party Client Facing Systems and processes such as Web Forms / Mobile Solutions as well as internal 3rd party Systems utilised to assist in making the application process seamless.
With the inclusion of PaperTrail’s Esign tool set as well as the Document Assembly Module, the Application process can be handled end to end in a completely paperless process for your Customers as well as your internal processing departments.
In the PaperTrail Processing Module, Applications are received automatically via a number of methods, email imports, XML, CSV and other data transfer methods. These Applications are then in turn automatically allocated to the relevant teams/department and can be facilitated in the following ways :
- Round Robin
- Specific User Allocations
- Group Distributions
By using PaperTrail’s Distribution methods you no longer require an individual/s to monitor inbound emails, identify tasks and distribute manually, thereby speeding up the time it could take to begin actioning an item for your Customer.
PaperTrail provides the ability to action and manage your team and tasks :
- Instant visibility on the number of items received at any given time
- View incomplete/pending tasks
- Escalate items based on your clients SLA or your own KPI’s
- Report on Completed Tasks
- Report on Escalated Tasks and instantly manage these tasks real time.
- Redistribute your items to your team based on workloads / volumes on an adhoc basis.
- Provide and Manage Incentives with your team based on tasks completed as well as time taken to complete tasks.
Escalations and Redistribution of Work
Using PaperTrail’s Workflow engine you are able to Escalate Tasks to Management or Distribute Work to other teams/divisions within your organisation. These escalations or redistributions can be performed on some of the following criteria which are configured in accordance with each PaperTrail Customers KPI/SLA’s and can be configured per type of request/department etc.
- Time that an issue was logged
- Type of Request received
- Duration an item remains ‘unresolved’
PaperTrail with its robust Email Management tool, allows the user to communicate with their clients via email by either using the ad hoc email tools or PaperTrail’s automated email messaging system. The user will also have the ability to upload and attach supporting documentation to email correspondence with their clients.
In this way you can automatically update your clients upon receipt of an email as well as provide regular updates as the resolution progresses to the finalisation of a task.
The ability to report on the status of client requests is imperative. No longer do you need your team to create and manually update spreadsheets of the tasks they are currently working on.
PaperTrail will automatically create reporting data both during and after tasks have been completed.
Examples of some reports
- Current items received but not yet actioned
- items currently ‘in progress’ per ‘user’
- Items not yet actioned where the ‘KPI’ is = ‘x’
- Items completed per ‘user’ in a specified date range
- Items received per ‘client’ in a specified date range
- Items completed for all clients where ‘type of request’ = ‘x’
The benefits of implementing this type of solution is to streamline business processes and create transparencies in the process as well as the improvements for ‘Real Time Reporting’ and ‘Post Process Reporting’
Written by: Gabriella Agliotti
Project Management Consultant at Egis Software
Save time with quick and easy access to all of your data
Search, retrieve, and send documents without ever touching a piece of paper.
Save time with quick and easy access to all of your data.
Get It Done With Us
“Improve your workflows route your documents to the right people at the right time”
Route your documents to the right people at the right time.
Be up and running with out of the box technology
Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done.
Be up and running with out of the box technology. Get all the set up, training, maintenance, and ongoing support your employees need to get their jobs done.
Losing data because of poor filing?
You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.
Any Document Type
Storage and Manage
Powerful Enterprise Content Management
Spend less time managing paper and more time managing processes.
Go paperless. Make the switch today.
138 Athol Street,
Tel: 011 880 4411
Cape Town Office
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221
59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520
Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023
New Zealand Office
23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507