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Loan Processing

Loan companies are increasing productivity and improving customer service with Treeno Workflow Management and Electronic Document Management Solutions

Loan companies of all sizes often struggle with real-time access to client documentation when operating many branch locations and departments. Treeno Electronic Document Management (EDM) can help your organization provide high-quality customer services while lowering your operation expenses by enabling authorized users to access client support materials instantly regardless of department or location.

The typical loan processing company handles hundreds of thousands of documents and images each year requiring the allocation of physical space to store client applications, credit documentation, financial statements, loan agreements and correspondence. The majority of this information is handled through manual processes that often require moving paper documents from branch locations to the main office and copying documents multiple times at multiple locations. Duplication, storage and access contribute to the high costs of client information management.

Loan Processing Companies Rely on Treeno EDM to:

  • Integrate integration with existing business applications for one click automated filing, search and retrieval
  • Automate document workflow automation (DWA) tracking and accountability for improved internal productivity and customer service
  • Simplify access to documents by providing secure mobile access to information anytime, anywhere
  • Eliminate the need for document duplication by providing authorized users with access to client support files from any location through a secure audited viewer
  • Eliminate storage and courier costs by scanning and electronically routing client information
  • Decrease processing time and costs and enhance customers’ experience
  • Simplify and reduce operation expenses associated with third party audits
  • Streamline and automate document retention and destruction processes with custom business rules
  • Track missing files through Treeno compliance reports and reduce risk and exposure

Treeno Electronic Document Management Solutions for Loan Companies

Application Integration with Loan Origination and Processing Software

The Treeno EMD system seamlessly integrates with many loan origination and processing applications such as NetFinance Solutions, MegaSys Finance, Jack Henry, FiServe, International Decision Systems and Terravista. With just a single click, you can retrieve filed documents and automatically file, name and link documents to client transactions within your loan application.

Integrated Customer and Vendor Portals

The Treeno EDM solution seamlessly integrates with your client and vendor portals and allows users with appropriate permissions to access financial documents in an authenticated and secure environment. Treeno also provides a publishing portal to allow selected documents to be securely viewed by an external party. Access to the Treeno publishing portal is audited and tracked via the Treeno audit table.

Loan Origination, Management and Processing

Loan Companies manage hundreds of pages of support documentation for just one client’s loan process. At the time of the loans request the client’s file is initiated and the required documents are immediately added to it so loan officers can determine the loan risks. Loan assistance continues to build the file by collecting the client’s credit report, financial statements and tax returns, financial spreadsheets, funding checklists, lease information, personal or corporate guarantees, appraisals, amendments and so on. Treeno EDM solution provides a secure place to centrally store client information so that multiple authorized personnel can simultaneously view the same file at the same time without making copies. The loan process is monitored using workflow management reports to identify the current status of each loan. With Treeno’s powerful workflow management tools, you can manage and measure your processing times and maximize your resources.

Once the loan has been approved by the loan officer, you can use Treeno’s barcode recognition to automatically print a barcode on the electronic closing documents before they are printed. When the client signs the printed documents, you can then scan, fax, or e-mail them and they will be automatically added to the matching loan file in the Treeno system.

Electronic Contract Executions

Treeno allows for real-time loan signoff by integrating with SIGNiX, an electronic contract executions application. This allows a client to remotely authenticate, add their signatures to the locations and automatically upload their signed documents their loan file.

Client File Management

Treeno EDM helps loan companies manage all their clients’ business documents, including applications, loan contract, finance documents, credit collections documentation, and correspondence. Treeno eliminates the need for document duplication by providing authorized users with access to client support files from any location through a secure audited viewer.

Vendor Contract Management

Managing and renegotiating vendor contracts can be a time consuming, daunting task. Let Treeno EDM help you manage the renewal process. Leverage Treeno tools to report on contract expiration, renewal, and renegotiation time lines. With Treeno’s versioning capability, you can track changes to a contract, including who made each modification and when.

Document Retention Policy and Process

Managing the quantity of client and business documents is challenging enough without adding the laborious task of managing the document retention policies specific to each document type. You can simplify retention and purging processes using business rules defined by your organization. Rules can be as simple as, “If document exceeds seven years past date scanned, purge automatically,” or as complex as, “Based on the document type, Status field, and Time Beyond Date field, notify authorized user to view prior to purge.” Mitigate your risk by establishing your retention policy and automating the process.


Treeno EDM solutions assists loan processing company with a variety of compliance initiatives, including:

  • Security Exchange Commission (SEC)
  • Financial Industry Regulatory Authority (FINRA)
  • Sarbanes Oxley Act of 2002 (SOX)
  • Health Insurance Portability and Accountability Act (HIPAA)


“Our team evaluated a variety of document management solutions. We found that Treeno Software was the best fit for a mid-sized organization. Treeno’s customizable software provided the flexibility and customer support we needed to operate more efficiently and effectively.”

Tony Fusco
Branch Manager and Registered Principal
Fusco Financial Associates, Inc.