Remove Document Remove Financial Technology Remove social media Remove User Experience
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FinovateSpring 2016 Live Blog – Day 2

William Mills

Here’s another solution for document management and origination. ^SR. From their website: ShortSave helps servicers help borrowers — without red tape, phone calls, or additional documentation. Can add loan documents with image capture via phone. The account has a tie into social media and sharing. Pete Myers (CEO).

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Finovate Spring 2018 – Day 2

William Mills

Our Actionable Intelligence Management solutions help banks and mortgage companies streamline and automate manual processes, seize new business opportunities and manage compliance, all while transforming the customer experience. With so many companies showing web-based platforms the quality of the user experience is paramount.

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Finovate Fall 2016 Live Blog – Day 1

William Mills

We are doing a refi on our condo and I had to use GoToMeeting to show our FI’s mortgage lender how to find and use the documents we uploaded on THEIR system because the loan officer didn’t know how to use the system. How can you preserve the digital user experience? I can see this could really help. I liked this demo.

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