When a client comes to the bank to get a loan credit manager launches a process that can take days if not weeks. Usually there is more than one person involved in the process and in that case project management system is practically irreplaceable because if many people work on the same project at the same time things can get messed up. To avoid confusion with documents and deadlines it’s recommended to use the project management solution that would allow you to automatize all the processes and monitor the actions of the team in real-time.
Comindware Tracker is software that helps managers dealing with all the kinds of processes and in our case it can help credit manager to monitor the process of loan payment from the moment clients apply for a loan up to their last payment.
Thanks to the Graphical Forms builder that enables visual drag-&-drop forms design and editing you will be able to create workflow for each client by simply rearranging preexisting template, which is much more convenient than creating a new workflow from scratch.
Creating a functioning workflow will let you automate tasks in a sequence to make your collaborative work more effective. It allows you to assign tasks to members of your team and special notifications practically exclude the possibility that someone might forget to do their part.
One of the biggest advantages of this system compared to other solutions is that it allows you to bring changes into already active workflow. For instance, let’s pretend you are using not-so-convenient online project management solution that allows you to build workflow. What do you think will happen if a borrower suddenly decides to use early pay off option? You are going to build a new workflow, because common online solutions usually don’t allow changing things in already working scheme. But if you are using Comindware issue tracking gets much easier: to change workflow you just have to press “edit workflow”, delete or add tasks and press “save”.
Flexibility of workflow software is something those managers will appreciate who have to work with complicated projects with a lot of scenarios and loan management is exactly one of those cases. There are so many things that can go wrong: from delay in payment to the death of a borrower. One of the perks of the system is in its feature that allows attaching documents and discussions to tasks, so you can have all the credit history of a borrower on dashboard in real-time. You can set up the system so it would send a borrower alerts when the payment is due.
Comindware Tracker is so customizable that you’ll be able to track practically any processes imaginable. This system will save you time, money and frustration you usually get from going through piles of paper trying to find a template or a contract. With task tracking software you won’t need to do this anymore, because all the standard-based lists, contracts and templates are already in there. Ready for you to use.
Author
Hi, my name’s Jannet Sparts and I’m working as an editor of Online Issues. I write for several blogs sharing my experience and observations. I have worked as a project manager in several companies. So I have tried different PM tools, collaboration programs, including tracker management software solutions. For the moment PM software is my primary field of interest.
Comindware Tracker is software that helps managers dealing with all the kinds of processes and in our case it can help credit manager to monitor the process of loan payment from the moment clients apply for a loan up to their last payment.
Thanks to the Graphical Forms builder that enables visual drag-&-drop forms design and editing you will be able to create workflow for each client by simply rearranging preexisting template, which is much more convenient than creating a new workflow from scratch.
Creating a functioning workflow will let you automate tasks in a sequence to make your collaborative work more effective. It allows you to assign tasks to members of your team and special notifications practically exclude the possibility that someone might forget to do their part.
One of the biggest advantages of this system compared to other solutions is that it allows you to bring changes into already active workflow. For instance, let’s pretend you are using not-so-convenient online project management solution that allows you to build workflow. What do you think will happen if a borrower suddenly decides to use early pay off option? You are going to build a new workflow, because common online solutions usually don’t allow changing things in already working scheme. But if you are using Comindware issue tracking gets much easier: to change workflow you just have to press “edit workflow”, delete or add tasks and press “save”.
Flexibility of workflow software is something those managers will appreciate who have to work with complicated projects with a lot of scenarios and loan management is exactly one of those cases. There are so many things that can go wrong: from delay in payment to the death of a borrower. One of the perks of the system is in its feature that allows attaching documents and discussions to tasks, so you can have all the credit history of a borrower on dashboard in real-time. You can set up the system so it would send a borrower alerts when the payment is due.
Comindware Tracker is so customizable that you’ll be able to track practically any processes imaginable. This system will save you time, money and frustration you usually get from going through piles of paper trying to find a template or a contract. With task tracking software you won’t need to do this anymore, because all the standard-based lists, contracts and templates are already in there. Ready for you to use.
Author
Hi, my name’s Jannet Sparts and I’m working as an editor of Online Issues. I write for several blogs sharing my experience and observations. I have worked as a project manager in several companies. So I have tried different PM tools, collaboration programs, including tracker management software solutions. For the moment PM software is my primary field of interest.
