Early in 2015, Telhio began offering members the service of digitally signing loans, uploading and storing them in the secure environment provided by OnBase. Keeping things moving quickly and efficiently, workflow makes sure the loans are accurate and complete before automatically forwarding them through the process – alerting stakeholders as it does.
Loan officers easily capture all the forms, documentation and information they need in digital format, uploading everything into OnBase, which automatically indexes and stores the information according to document types. Workflow then manages the signing process, moving documentation through the process and ultimately to a post-funding audit queue, where additional title work is done, if necessary.
3 ways OnBase helped Telhio Credit Union left the paper-based world behind
How’d Telhio improve service for both its internal team and members? Here are three ways:
- Captures documents and information digitally: Loan officers easily capture all the forms, documentation and information they need in digital format.
- Improves member service: Members are so happy about the digital signature solution, they’re calling Telhio and requesting it themselves.
- Increases speed and accuracy: With instant access to all the information and documents they need, loan officers can prepare loans in 10 minutes.