Giving customers more flexibility shouldn't come at the expense of visibility or control. This TUNE session explores how Teslar's customer, new account, and secure document upload portals help institutions provide a better customer experience by allowing customers to securely submit documents, manage their loan application pipeline, and interact with banking processes on their own time.
Session: Teslar Unite Portals: Secure Document Upload, Pipeline, and Exceptions
Speakers: This session will be led by Will Nicholson, VP of Security and Architecture, and Chad Hayden, Director of Engineering.
Who Should Join: This session is for users who are new to these portals and want to streamline their workflow while giving customers more autonomy throughout the lending process.
This breakout session will demonstrate how customers can securely upload documents, manage their own loan application pipeline, and interact with your institution's processes without the need for constant back-and-forth. Attendees will also learn how to manage sets of entities within the Customer Portal and allow customers to upload and manage exception-related documents while maintaining visibility throughout the process.
Will shared, “I am looking forward to demonstrating how Teslar helps make the banker’s day more efficient while also creating a more flexible experience for customers.”
Attendees can expect to walk away with:
• A better understanding of Customer Portal, New Account Portal, and Secure Document Upload support customer self-service
• Insight into managing loan application pipelines and exception documents through the customer portal
• New ways to reduce manual back-and-forth while maintaining visibility and control throughout the process
Allowing customers more ownership of the process doesn't mean giving up oversight. This session will show how Teslar's portals help institutions create a more united experience for customers while making day-to-day work easier for banking teams.
If you're headed to TUNE this September, join Will and Chad to see how Teslar can help simplify document collection, strengthen customer engagement, and keep processes moving.
Leave a Comment