Configurable document templates deliver "build once, use many" efficiency
- Templates can be associated with financial products, customers, and/or programs
- MS Word and SAP Crystal Reports design options; delivery in .pdf format
- Automated production with scheduled or real-time distribution
The Edge document management module allows clients to use information gathered during the origination process, from either internal and external sources, to build, populate, send, and store important transaction documents, including contracts and other supporting documentation.
Documents can be associated with a customer, program, asset type, or financial product, delivering "build once, use many" process scale and efficiency.
Document template design formats supported include MS Word and SAP Crystal Reports.
Anyone integral to the transaction, from sales staff to legal advisers, can collaborate, design, and deploy complex business documents.
Standard and/or customer-specific contracts and other documents can be prepared in real-time. Finalized documents are printed in PDF format that is resistant to unauthorized modification.
Edge allows for ancillary documents prepared in other applications to be uploaded or scanned and stored for future reference.
Electronic signatures are supported.
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