[Playbook] Interfacing Your Imaging System with eSign, LOS, & Other Systems

Here’s the situation: Your financial institution relies on a variety of technology to ensure efficient commercial lending origination —everything from loan origination systems (LOS) to eSign products. Wouldn’t it be nice if you could automatically extract documents from these systems and move them into the right place in your imaging system? 

Connecting your document imaging system to other commercial lending tools can accelerate productivity, reduce administrative work and oversights, and create a more scalable lending workflow. This article explores our approach for helping clients create interfaces to achieve these goals.

Interfaces Playbook

Not every banking system is designed with interoperability in mind. That’s why it’s important to partner with a reliable vendor who can walk you through the process and simplify the complexity. Our team at Alogent has the experience and technical expertise to enable successful interfaces for AccuAccount, our document management software that’s used by 15,000+ bankers. 

Here’s the Game Plan

Step 1: Building an interface requires an investment of time and money. It also requires a commitment to organizational change, which can be difficult to achieve if staff are not properly trained. Start an internal conversation with key stakeholders and agree on the interface(s) that would generate measurable business value. Carefully consider the potential benefits and challenges of taking action versus maintaining the status quo. Lean on your technology vendor to provide pricing, timelines, and other information to guide your decision-making.

Step 2: After establishing a need and deciding to move forward, the next step is to partner with your vendor on implementation. Your vendor should take the lead, but be prepared to dedicate the right mix of human resources for a successful launch. For example, at Alogent, we rely on client input to develop and implement an effective “mapping strategy” that ensures documents from source systems are mapped correctly into AccuAccount. We also partner with clients to ensure users are well-trained and have access to on-demand documentation and support resources.

Step 3: Now it’s time to enable your interface. If implemented correctly, your financial institution should begin reaping measurable business value almost immediately. For example, enabling an eSign interface for AccuAccount will practically eliminate the need to manually drag and drop signed documents from your eSign product. Instead, our nightly process checks for newly signed documents and ensures they’re automatically indexed to the correct customer, account, or loan record. Documents show up in the right place each morning before you’ve taken your first sip of coffee—with no extra work required by you or your team.

Step 4: Automation helps minimize the risk for oversights, but it doesn’t completely eliminate the need to perform proper quality control. Thankfully, if you’re using a tool like AccuAccount, imaging QC is considerably easier compared to manual processes.

Time for an Interface?

Discuss our interface capabilities.

Contact us

Not already an AccuAccount user? Watch our two-minute intro video for a brief product overview.

AccuAccount: two-minute intro video