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Workflow FAQ in FINPACK+

The workflow feature in FINPACK+ helps lenders standardize the decision process from loan request to closing. Here are some of our most Frequently Asked Questions (FAQ) about using a workflow: “We’ve never used a workflow before. Is there a steep learning...

Document Management in FINPACK+

The Document Management tool in FINPACK+ integrates with both Workflows and Credit Analysis to streamline the credit decision process, reduce paper, and provide you with a ‘one-stop shop’ for all loan-related documents. This paperless solution can manage...

FINPACK+: Task Lists for efficient loan processing

Task Lists in FINPACK+ help manage the efficiency and timeliness of loan processing activities for your team. Task Lists provide a ‘to-do’ list for credit team members, to ensure all steps of the credit process from request through the life of the loan are completed...

FINPACK+: Loan approvals through Credit Decisions

Maintaining the loan decisioning documents and approval chain for credit packages is a must for any financial institution.  FINPACK +’s Credit Decisions tool gives you the ability to assemble the credit presentation package for decisioning, track the request...

FINPACK+: Move to electronic loan files with Document Management

Reducing paper and making the switch to electronic loan files is a popular move by financial institutions today.  The Document Management tool in FINPACK+ provides secure digital storage for all customers’ loan-related documents, allowing you to convert...