It’s time to Renovate your ECM system and:
Save Money
With document automation solutions that remove the cost and complexity of your existing business processes, leveraging technologies from Capture to Case Management to Enterprise Integration. And provide the added benefits of increasing your time to revenue and delivering actionable analytics.
8. • Origination & Underwriting
• Borrower Documents: W-2’s, 1040’s, Bank
Statements, 401k/IRA’s and more…
• Paper, Email, Fax, Borrower Upload
• Closing
• HUD-1 & Other Closing Docs
• Business Process Integration
• Loan Origination System (LOS) Integration
• Post Closing
• Classify & Extract with ACE
• GFE, TIL, HUD-1
• Sort & Stack for Delivery
Zia Loan Automation System
9. • mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Document Assembly
• Automatic Records Management
How - Smart Repository
10. • Status – New, WIP, Complete
• Initiation of mFolder (Case)
• Routing – Review, Approve
• Classify & Extract
• Declare Record
How – Smart Workflow
11. • Zia LAS + Your LOS
• Email & Office Integration
• Viewer, Capture, Portal
• LOS Integration
• Point-to-Point
• Enterprise Service Bus
How - Enterprise Integration
13. In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
• Capture by users within business process – by
borrower, by document
Additional Components
OCR-as-a-Service
14. Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
• HUD-1, TIL, GFE
• State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company
15. • We said we save you time, we can
prove it.
• Compliance & Management Metrics
• Reporting / BI Integration
• Managed by Zia OneView ™
Additional Components
Actionable Analytics
16. Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics
Zia Loan Automation
System Delivers:
19. New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.
Automation Case Study
Regional Life Insurance Company
20. Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates