Have Instant Access to Documents with the New MBS Doc Imaging
The new MBS Document Imaging product is a fully functional storage, retrieval, and management system for any image or document that can be saved in a digital format. The source for the digital image can be a file, attached scanner, or attached digital on-line camera. The doc imaging program offers several upgrades that are sure to please your staff. Some of the highlights include:
- Easy to use web-based design.
- Optional real-time email notifications to bank customers as well as to bank staff.
- Easy to search documents with the ability to see document history.
- Optional vendor and internal document system to keep track of bank related documents, contracts, and other internal related data.
- Keep track of boarding loans or multiple document tracking processes all in one place with the optional activities feature.
- Review scanned data for accuracy with optional review feature.
- Improved and enhanced user security.
- Customize reports with the optional reporting feature.
Features and Benefits
Fully Integrated with MBS Core System
Scans the same way you currently scan photo/sigs
View a customer’s documents directly from CIF, inquiry screens for quick retrieval
Complete Security Access
Password protected
Permissions capability
Distributed Scanning Capability
Provides multiple branches the capability to scan to a centralized location where other branches have immediate access
Centralized Storage
Stores documents centrally for immediate access across multiple locations
Indexed by document type for quick retrieval
Data backup
Custom Reporting Capability
Create your own user formatted internal reports
Save queries for frequent report generation
Complete Tickler System
Parameter driven
Type: email, letter, or note
Customer & Document Note Capability
Notes help alert other viewers of important key items in the document
Automated Tracking Feature
Track by date, status, review date, compliance review, etc.
Boost Customer Service
Increase efficiency with the ability to quickly review signature cards, loan contracts, notes, and other documents on screen
