ComplianceOne Manager | Wolters Kluwer Financial Services
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ComplianceOne® manager

  • ComplianceOne manager is a SaaS business process management (BPM) tool that can be used with your ComplianceOne or ARTA Lending solution or by itself with another LOS.

    Business Process Management For Loan Operations, Loan Processors, and Compliance Managers

    • Put an end to post-it notes or written lists. Gain unheard-of efficiencies with automated business management processes that streamline and consolidate your lending data.
    • Take the guesswork out of what to do and when to do it. Know what tasks are your top priorities at any given moment.
    • Eliminate phone calls asking “Why is my loan held up?” Work smarter and more collaboratively by knowing exactly where each loan is at in the lending process and which of your co-workers are working on it.
    • Be sure everyone is following the same loan documentation process. Reduce compliance risk with a defined process that instructs when to send notices and collect information, documents each task, and ensures everyone is using the same process.

    Business Process Management For Executives

    • Know your lending process is fluid and compliant. Gain better insight into your business with tools that monitor the entire workflow.
    • Eliminate questions about where and why a loan is held up or when a loan may be funded. Easily spot performance or process issues with real-time workload information.
    • Improve the way you document employee interactions regarding loans. Facilitate better data for examiners with quick, at-a-glance reports.
    • Work smarter with the resources you have, even if they’re at different locations. Minimize costs by moving to centralized processing that allows users to work with any loan, at any location, and at any time.