Operational Workflows
Manual processes are prone to error, difficult to track, and often lead to confusion and friction. Teslar Software automates business functions, providing visibility into every status, action, and workflow.
Communicate and collaborate with your team in real time and automatically send workflows to the right groups of users. Intelligent digital data gathering also eliminates most paper forms.
Exceptions/Covenant Tracking
Create, track, and satisfy loan exceptions with speed and simplicity. Get a complete and 100% accurate view of all exceptions so you know where they occur throughout the lending process.
Filter by institution, region, manager, or individual officer to identify trends and issues. Our drag-and-drop capabilities let you easily clear exceptions and auto-index files into your imaging system.
Workflow & Forms Automation
Teslar pulls data from your core system and automatically routes it based on user answers and indexes documents into your imaging system. Data found in the Teslar platform is auto populated in forms, so your team never has to enter it twice.
Pipeline
Seamlessly move loan information and engage multiple departments throughout the loan lifecycle — from initial contact through closing — with embedded workflows right in your pipeline.
This tool integrates with your doc prep and pricing systems to create a complete workflow and approval process.
Customer Portals
Speed up your processes with these user-friendly portals that integrate with your website and gives borrowers 24/7 visibility into their lending process. Customers can upload and review documents or apply for new loans or renewals from your website. Your bankers will have real-time access and a secure, intuitive place to request and acquire documents, submit information, and receive status updates. And you can customize the questions that appear in the loan application process as well as the ability to select which documents are required for each loan application type.
Document Scanning
Use TWAIN-compliant scanners (local or networked) to scan and send data directly into the Teslar platform. Includes capabilities for bulk scanning and sorting large scanned files into batches that can automatically feed into Teslar.
Teslar’s Deposit Operations solution makes managing your deposit portfolio effortless, and streamlines communication with your team and customers.
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