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DecisionPro

Client Service Manager

 

Improve users’ ability to easily enter, manage and decision credit applications with the browser-based Client Service Manager for DecisionPro™. Simple to install, accessible everywhere on your network, and easy on network resources, Client Service Manager is designed to fulfill key customer service functions in loan origination and underwriting. Rely on Client Service Manager to deliver valuable underwriting knowledge and information to users throughout your institution.

Client Service Manager for DecisionPro provides your financial institution with:

  • Enhanced browser performance for entering new loan applications
  • The ability to update credit bureaus, tracking list items and active trade lines 
  • Comments and notes capabilities to update pending application information 
  • The ability to render credit decisions or check on the decision status of pending applications
  • The ability to view and print application details, predisclosures and closing documents 
  • Closing instructions and detailed comments capabilities

Client Service Manager for DecisionPro enables your financial institution to:

  • Retrieve information quickly to provide excellent customer service
  • Improve users’ ability to easily enter, manage and decision credit applications
  • Define efficient credit application workflows
  • Make consistent credit decisions
  • Ensure all tasks are tracked and completed
  • Dramatically reduce network activity