Workflow Management
Create, prioritize, and track workflow items with Action Queues and automated Workflow Rules. Keep your team aligned and accountable.
Workflow & Sub-Systems
Loan Workflow Management Software
Powerful sub-systems for workflow automation, audit control, contact management, and document tracking. Built for complex lending operations that demand accountability and efficiency.
Sub-Systems for Any Lender
Integrated tools that work together to streamline your loan servicing operations and ensure accountability.
Change Audit Control
Complete audit trail tracking who changed what, when, and from what value. Essential for accountability and internal controls.
Contact Management
Maintain a portfolio rolodex of individuals and organizations. Track addresses, phone numbers, emails, documents, and notes linked to loans.
Document & Image Tracking
Maintain a library of documents and images linked to loans, contacts, and other entities. Support for videos, documents, and URLs.
DataImporter
Import data from various sources for initial conversions and ongoing scheduled data maintenance. Flexible mapping and validation.
System Security
Extensive security with groups, password parameters, and function/field-level control. Protect your data with confidence.
Streamline Your Operations
Reduce manual work, improve accountability, and never miss critical deadlines.
Reduce Manual Work
Automate repetitive tasks and route work to the right team members automatically.
Never Miss Deadlines
Automated alerts and escalations ensure critical tasks don't fall through the cracks.
LookUpMaker
Define how loans can be cross-referenced—by loan number, borrower name, property address, and more.
Fully Configurable
Tailor workflows, rules, and alerts to match your organization's specific processes.
Complete Audit Trail
Change Audit Control tracks every modification to your loan data. Know exactly who changed what, when they changed it, and what the value was before and after.
- Track all data changes and deletions
- Record user, timestamp, and function used
- Before and after values for every field
- Support internal and external audits
- Investigate discrepancies with confidence
Audit Ready
Built-in audit controls help you maintain accountability and pass audits with confidence.
See Workflow Automation in Action
Schedule a demo to see how Benedict's workflow tools can streamline your loan servicing operations.