Words From The Efficiency Experts

UPCOMING WEBINAR: Create Efficient Workflows

Posted by Rachael Carter on Thu, Aug 8, 2019
Rachael Carter


Sign up for a quick 30 minute webinar to learn about creating efficient workflows that will allow you to spend more time focusing on your customers' needs, not the paperwork:

WEBINAR: How Do You Set Up the Most Efficient Workflows?
WHEN: Thursday, August 22nd, 2019 @ 10:00a CDT


If you are anything like the institutions that we talk to every day, your forms management and workflow processes could use a little help. We see it all the time where lenders, loan assistants, front line support, and your operations teams are using shared drives, email, and couriers for submitting form requests or completing various processes within the institution. And after the process is complete, there is still barcoding and trailing scanning that has to be done.

In this webinar, we'll cover how to streamline and enhance the processes surrounding requesting risk rate changes, loan file maintenance, collateral release,and deposit file maintenance. We'll also touch on the back-end approval process and image system indexing.

We look forward to seeing you on the call!

Topics: Teslar, Webinar, Education

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