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Process Improvement Blog

    Improving the Accuracy and Efficiency of Loan Documents

    One look at a post from CNN Money’s "500-page mortgage applications are the new normal" is a reminder that things aren’t how they used to be in the mortgage industry. Sure, there was always a lot of paperwork, but 500 pages? Even loans requiring considerably less paperwork still rely on the efforts of multiple people successfully completing multiple processes for a loan to be closed. Every page must be perfect and there’s a lot of room for error.

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    Topics: Process Improvement, Workflow Automation, Business, Accounting & Finance, Compliance

    4 Ways That Workflow Automation Saves Financial Firms Time and Money

    No one has an eye on money more than those in the financial industry, regardless of whether they are an executive or someone who plays a supporting role.  Watch insurance rates flip direction or the Dow drop ten points, and the industry is suddenly abuzz with adjustment.

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    Topics: Business Process Management, Workflow Automation, Accounting & Finance

    Learning to Recognize Waste for Lean Process Improvement

    Topics: Process Improvement, Business Process Management, Workflow Automation, Business, Supply Chain, Manufacturing Leadership

    How Insurers Use Technology to Mitigate Compliance Risk

    Topics: Process Improvement, Business Process Management, Business, Risk Mitigation, Compliance

    Learn to Reduce Research Requests from Weeks to Minutes

    Topics: Process Improvement, Document Management Software, Workflow Automation, Business

    What is Workflow Automation?

    Topics: Document Management Software, Workflow Automation, Business, Popular

    HR Managers Can Dramatically Cut HR Onboarding Time

    Topics: Process Improvement, Workflow Automation, HR/Employees, Business, Culture & Leadership

    6 Steps for Lenders to Simplify and Speed Up the Mortgage Approval Process

    Topics: Process Improvement, Document Management Software, Business Process Management, Workflow Automation, Popular, Accounting & Finance

    4 Ways Technology Can Help Manufacturers Improve Efficiency and Profits

    Topics: Document Management Software, Business, Supply Chain, Manufacturing Leadership, Execution Tools

    Reducing Paper Statements Can Save Banks a Bundle Annually

    Topics: Document Management Software, Business, Strategy, Accounting & Finance

    How Electronic Forms can Minimize Scanning and Data Entry

    Topics: Document Management Software, Business Process Management, Workflow Automation, Business

    iDatix CEO Steve Allen Opens Business Incubator in Clearwater, FL

    Topics: News, Business, Culture & Leadership

    Process Improvement Methodology for Every Bank

    Topics: Process Improvement, Accounting & Finance

    Removing Paper and Busy-Work from the Banking Industry

    Topics: Process Improvement, Document Management Software, Business, Accounting & Finance

    Secrets to Bringing In Larger Clients to Your Financial Institution

    Topics: Business Process Management, Business, Strategy

    10 Tips to Improve Your Accounting Department

    Topics: Process Improvement, Workflow Automation, Accounting

    How to Increase Top-Line and Bottom-Line Revenue Simultaneously

    Topics: Process Improvement, Workflow Automation, Accounting

    Process Improvement Methodology for Accounting

    Topics: Process Improvement, Accounting

    Go Paperless to Add Value with Document Management Software

    Topics: Document Management Software

    Using E-mail as Document Management and Workflow Hurts your Business

    Topics: Document Management Software

    Common Flaws to Avoid in Your Accounting Department

    Topics: Accounting

    2-Way, 3-Way, and 4-Way Matching Made Easy for Accounting Departments

    Topics: Accounting

    How to Reduce Costs with Electronic Forms

    Topics: Document Management Software

    Most Common Problems in Businesses Without Document Management

    Topics: Document Management Software

    How to Gain Employee Loyalty in Your Organization

    Topics: HR/Employees, Business