Operational Workflows

Get your operations under control.

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.

Operational Workflows Solution Includes:

Construction Inspection/Draw System

Manage the entire construction loan process in a single system — from inspection scheduling (completion of project percentages) to requesting and imaging loan draws. Track every step in an accompanying mobile app that lets you capture photos and geotag the exact location.

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.

Exceptions/Tickler 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.

Loan Origination System

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.

Maximize Efficiency and Increase Profitability

Teslar’s Deposit Operations solution makes managing your deposit portfolio effortless, and streamlines communication with your team and customers.


Explore Deposit Operations Solution

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