Bank/Mortgage internal portal

Applicant’s personal details are submitted

Applicant’s income details

Property details

Loan requested details

Credit checks run by web services
Decision in Principal can be given on the spot

Decision in Principal

Document uploaded to collaboration portal

Choosing a mortgage product

Mortgage task sent to internal packagers

Open Peter’s - Case Manage Portal

Case Management

Peter’s task – package the mortgage

Task sent to Mark to collect outstanding evidence

Audit Trail

Open Mark’s Outlook (Collecting evidence)

Mortgage details are embedded in email
User can approve/decline from Outlook toolbar

Workflow Status

Mark’s task – collecting outstanding evidence

Case Management

Team Performance

Team Status

Business Rules

Process Overview

Drill down to locate the process bottleneck

Late Tasks - Report

Report can be exporting to PDF and Excel

Report in PDF format

Report in Excel format

Opening the Report Builder

Managers can create their own reports – without
code

Filtering the report – cut and dice

Reports can be saved, exported, printed and
distributed