Optimise your Mortgage Approval Process with Ephesoft and Alfresco
 

Optimise your Mortgage Approval Process with Ephesoft and Alfresco

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Mortgage loans involve labour-intensive application processes, which often demands for a number of supporting documents from applicants for processing. ...

Mortgage loans involve labour-intensive application processes, which often demands for a number of supporting documents from applicants for processing.

Thorough crosschecking and paper documents are often misplaced in manual case-based filing. The size of an average mortgage loan is over 500 pages and different document types are required.

The labour intensive and costly methods of processing loans used in the past are no longer efficient.

As Alfresco’s ‘Partner of the Year’ for 2012 and 2013, Zaizi is focused on providing the total solution to the end user.

Our ‘Know Your Customer’ process into our mortgage loan processing solution helps you interact and understand your customer’s loan needs in-depth. Your customers’ long waiting period can be a phase of the past with faster mortgage evaluation process.

Webinar Recording available here : http://www2.zaizi.com/l/19812/2014-05-09/tjsmf

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    Optimise your Mortgage Approval Process with Ephesoft and Alfresco Optimise your Mortgage Approval Process with Ephesoft and Alfresco Presentation Transcript

    • Working together effectively Optimise your Mortgage approval process with Ephesoft and Alfresco Jason Arundel Business Development Manager Friday, 9 May 14
    • Working together effectively Zaizi Friday, 9 May 14
    • Working effectively together Agenda Introducing Zaizi Ephesoft Alfresco Demo 3 Friday, 9 May 14
    • Working effectively together • Experienced at building and delivering a wide range of enterprise solutions across the whole information life cycle • Alfresco & Ephesoft certified Platinum Partner • Red Hat Enterprise Linux Ready Partner • Crafter & Varnish Gold Partners 4 Alfresco Partner of the Year 2012 & 2013 Platinum Partner Friday, 9 May 14
    • Working effectively together • Delivering next generation technology that allows people to work together more effectively • Smart content solutions that enable better workflow, collaboration and data compliance • Created from open source solutions tailored to meet bespoke needs 5 Friday, 9 May 14
    • Working effectively together • Delivering next generation technology that allows people to work together more effectively • Smart content solutions that enable better workflow, collaboration and data compliance • Created from open source solutions tailored to meet bespoke needs 5 Financial Services Local and Central Government Retail Friday, 9 May 14
    • Working effectively together Expertise 6 Friday, 9 May 14
    • Working effectively together Expertise 6 Content Strategy Defining on content centric and information lifecycle solutions Our consultants, project managers, business analysts and information strategists have experience in Government, Financial and Retail Best practice advice Friday, 9 May 14
    • Working effectively together Expertise 6 Content Strategy Defining on content centric and information lifecycle solutions Our consultants, project managers, business analysts and information strategists have experience in Government, Financial and Retail Best practice advice Solution Delivery All Zaizi Staff have been selected on their technical excellence and are Certified in their respective areas of expertise. Our partner recommend Zaizi for the most challenging of implementations Friday, 9 May 14
    • Working effectively together Expertise 6 Content Strategy Defining on content centric and information lifecycle solutions Our consultants, project managers, business analysts and information strategists have experience in Government, Financial and Retail Best practice advice Solution Delivery All Zaizi Staff have been selected on their technical excellence and are Certified in their respective areas of expertise. Our partner recommend Zaizi for the most challenging of implementations Support Dedicated account manager Understand your technical environment and offer proactive support geared specifically to your needs We manage your issues and liaise with all technology vendors on your behalf Annual health and scalability check Friday, 9 May 14
    • Working effectively together Global 7 Friday, 9 May 14
    • Working effectively together Our customers 8 Friday, 9 May 14
    • Working effectively together A simpler, elegant, more powerful approach to Document Classification and Extraction Friday, 9 May 14
    • Working effectively together Who is Ephesoft? Friday, 9 May 14
    • Working effectively together Who is Ephesoft? Created and Managed by Document Capture Executives with over 80 years industry experience delivering a better way Friday, 9 May 14
    • Working effectively together Who is Ephesoft? Think Different Ephesoft Provides options to create solutions ahead of the competition… Think Different Created and Managed by Document Capture Executives with over 80 years industry experience delivering a better way Think Different Friday, 9 May 14
    • Working effectively together PAPER DOCS E-MAIL E Files Ephesoft Solution Friday, 9 May 14
    • Working effectively together PAPER DOCS E-MAIL E Files 1. Identify document types LOAN APPLICATION IRS 1040 APPRAISAL INVOICE LETTER Ephesoft Solution Friday, 9 May 14
    • Working effectively together PAPER DOCS E-MAIL E Files 2. Learn from samples 1. Identify document types LOAN APPLICATION IRS 1040 APPRAISAL INVOICE LETTER Ephesoft Solution Friday, 9 May 14
    • Working effectively together PAPER DOCS E-MAIL E Files Social Security # Date Amount Purchase Order # Address 2. Learn from samples 3. Classify incoming documents and extract information 1. Identify document types LOAN APPLICATION IRS 1040 APPRAISAL INVOICE LETTER Ephesoft Solution Friday, 9 May 14
    • Working effectively together PAPER DOCS E-MAIL E Files Social Security # Date Amount Purchase Order # Address 2. Learn from samples 3. Classify incoming documents and extract information 1. Identify document types 4. Output structured data and documents to start business process flow LOAN APPLICATION IRS 1040 APPRAISAL INVOICE LETTER Ephesoft Solution Friday, 9 May 14
    • Working effectively together Process 12 Friday, 9 May 14
    • Working effectively together Exception ProcessingException Processing Friday, 9 May 14
    • Working effectively together Exception Processing Classify Documents Friday, 9 May 14
    • Working effectively together Exception Processing Extract Data From Documents Friday, 9 May 14
    • Working effectively together Exception Processing Operator Validates only the EXCEPTIONS Friday, 9 May 14
    • Working effectively together How do you Benefit… Friday, 9 May 14
    • Working effectively together How do you Benefit… Reduce costs, Increase speed of process Friday, 9 May 14
    • Working effectively together How do you Benefit… Reduce costs, Increase speed of process • Documents enter business processes quicker Friday, 9 May 14
    • Working effectively together How do you Benefit… Reduce costs, Increase speed of process • Documents enter business processes quicker • Less manual labor to identify and enter key critical data Friday, 9 May 14
    • Working effectively together How do you Benefit… Reduce costs, Increase speed of process • Documents enter business processes quicker • Less manual labor to identify and enter key critical data • Reduction of human errors with automation Friday, 9 May 14
    • Working effectively together How do you Benefit… Reduce costs, Increase speed of process • Documents enter business processes quicker • Less manual labor to identify and enter key critical data • Reduction of human errors with automation • Auditable process from the start, no lost documents or mis-keyed data Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Subscription pricing Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Subscription pricing Lower solution price points Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Subscription pricing Lower solution price points Superior architecture platform and end user flexibility Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Subscription pricing Lower solution price points Superior architecture platform and end user flexibility Use of open standards Friday, 9 May 14
    • Working effectively together What is so different? & Why is that better? Thin client Architecture- SaaS and PaaS ready Bundled features – nothing to add Eliminate click charges Subscription pricing Lower solution price points Superior architecture platform and end user flexibility Use of open standards Match and exceed capability of legacy systems Friday, 9 May 14
    • Alfresco Friday, 9 May 14
    • Founded in 2005 Open Source 160K+ organizations use Alfresco Community per month 7 million users 4 billion documents 1300+ active customers in 180 countries 300+ employees $60M+ revenue Partner Network San Mateo Atlanta London Maidenhead Sydney Tokyo Innovation Leader Friday, 9 May 14
    • Single Platform Friday, 9 May 14
    • Alfresco UI Process- centric Process your documents queue, access case files, audit. Defined. Collaboration- centric Browse, search, collaborate, organize, share. Ad-hoc. Workdesk Share Friday, 9 May 14
    • Delivered Anywhere You Need •In any web browser No client install Drag & Drop, inline editing Process your documents Access case files Stay compliant Add-on for advanced editing •In your Office application Never leave your Office application Direct access to content & metadata Perform actions from MS-Office & apps •On your iPad and iPhone Alfresco Mobile for iOS and Android Friday, 9 May 14
    • Delivered Anywhere You Need •In any web browser No client install Drag & Drop, inline editing Process your documents Access case files Stay compliant Add-on for advanced editing •In your Office application Never leave your Office application Direct access to content & metadata Perform actions from MS-Office & apps •On your iPad and iPhone Alfresco Mobile for iOS and Android Friday, 9 May 14
    • Zaizi Headquarters London, United Kingdom P: (+44) 203-582-8330 Zaizi Iberia Sevilla, Spain P: (+34) 955-451-422 Zaizi Asia Colombo, Sri Lanka P: (+94) 112-301-461 Singapore P: (+65) 6323-1839 VAT Registration No GB 932 8855 89 Registered in England and Wales with registration number 6440931 www.zaizi.co m Simple Smart in the cloud + on-premise Social Collaborative File Sharing Personal Work CRM HCM SMB ERP Legal Secure DOD Backup Compliance Friday, 9 May 14
    • Working effectively together Demo 22 Friday, 9 May 14
    • Zaizi Headquarters London, United Kingdom P: (+44) 203-582-8330 Zaizi Iberia Sevilla, Spain P: (+34) 955-451-422 Zaizi Asia Colombo, Sri Lanka P: (+94) 112-301-461 Singapore P: (+65) 6323-1839 VAT Registration No GB 932 8855 89 Registered in England and Wales with registration number 6440931 www.zaizi.co mFriday, 9 May 14