FINASTRA Factsheet 1

IMAGEFLOW

Document Imaging with ImageFlow

Save time and operating costs by running a paperless office. Piles of paperwork can slow the lending process and add unnecessary costs to your budget.

Mortgagebot® ImageFlow—part of the end-to-end lending platform from Finastra—streamlines processing with completely paperless file management. By incorporating this cutting-edge product into your lending business, you’ll save time and increase loan production, eliminate storage space and gain the ability to securely access your documents any time, anywhere.

How it worksImageFlow's powerful search capability helps you quickly locate documents according to content, and helps keep you compliant by ensuring the proper management and control of your most critical documents. ImageFlow lets you route files to other users and investors in the required stacking order via PDF or TIF.

The Barcode Reading feature automatically sorts and indexes initial and closing documents. Automated user notifications alert users when documents have been received; these may be customized by user role and loan status. A simple

administrative interface allows you to create and edit your settings such as user roles, document stacks, project information and document bundle templates and profiles.

“ By incorporating this cutting-edge product into your lending business, you’ll save time and increase loan production, eliminate storage space and gain the ability to securely access your documents any time, anywhere.”

Features

Go paperless • Capitalize on multiple capturing

options, including electronic upload and printer scanning.

• Access tools for adding stamps, images, text boxes, highlights, notes and annotations to documents, plus document splitting and merging options.

• Harness barcoding technology, automatic storage and indexing and a powerful search capability.

• Streamline processes with user group and role workflow, as well as customizable email notifications.

About FinastraFinastra unlocks the potential of people and businesses in fi nance, creating a platform for open innovation. Formed in 2017

by the combination of Misys and D+H, we provide the broadest portfolio of fi nancial services software in the world today –

spanning retail banking, transaction banking, lending, and treasury and capital markets. Our solutions enable customers to

deploy mission critical technology on premises or in the cloud. Our scale and geographical reach means that we can serve

customers effectively, regardless of their size or geographic location – from global fi nancial institutions, to community banks

and credit unions. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost,

mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world’s top 50 banks use Finastra

technology. Please visit fi nastra.com

Finastra and the Finastra ‘ribbon’ mark are trademarks of the Finastra group companies.

© 2018 Finastra. All rights reserved.

North American headquarters120 Bremner Boulevard

30th FloorToronto, Ontario M5J 0A8

CanadaT: +1 888 850 6656

US 548 / 0118

Streamline processingOur best-in-class technology positions you to streamline and increase the efficiency of your electronic document management process, run a paperless office and save on operating costs.

And when combined with Fusion MortgagebotPOS™ to automate every point-of-sale channel where business is captured, the LOS capabilities offer a unique solution to streamline your entire lending operation.

The solution for all of your lending technology needs…Dynamic. Fusion MortgagebotPOS personalizes the application “path” based on borrower-specific information, loan type and more. Fusion MortgagebotLOS™ is configurable by user type, institution and products, and offers a built-in workflow to streamline all processing requirements.

Accurate. Correctly handles all product, fee and pricing details and ensures that when applications are submitted via the consumer direct channel, only completed

applications are accepted, minimizing wasted time and resources.

Integrated. Completed applications can flow directly from Fusion MortgagebotPOS into Fusion MortgagebotLOS for processing, closing, imaging and secondary marketing or into third-party loan origination systems.

Connected. Links directly to automated underwriting systems, credit-reporting solutions, fraud-detection products, flood zone determination, MI, appraisal, compliance check and loan documents.

Compliant. Aggressively maintained and enhanced to ensure the platform complies with all regulatory changes.

Secure. Protects sensitive borrower information with redundant back-up systems, multi-level data security and rigorous independent audits.

Reliable. Supported by our dedicated team of professionals with rich technical knowledge and extensive lending experience to deliver a rapid, proven implementation along with outstanding service.

About MortgagebotMore than 1,400 clients nationwide are using the robust, scalable, easy-to-use Mortgagebot platform for automating loan applications, pricing, approvals and disclosures as well as processing, closing, imaging and secondary marketing.

Save Time and Operating Costs by Running a Paperless Office

MortgageLoan Officer

Branch Origination

ConsumerDirect

ProcessingThroughPost Closing

Secondary Marketing

DocumentImaging

Mortgagebot®

Fusion Mortgagebot POS™

Fusion Mortgagebot LOS™

Automate every point-of-sale channel where business is captured: consumer direct, branch and loan officer.

Integrate directly into the all-in-one, web-based system for processing, closing, imaging and

secondary marketing.