Workflow & Forms Automation

Streamline your operations with a complete, paperless solution that affords transparency into every workflow, action, and status.

How much time do you spend performing the same tasks over and over again? Filling out repetitive forms, managing email request submittals and waiting on approvals take up valuable time and delay getting the job done. Teslar’s powerful workflow engine will streamline your processes and allow for a higher level of efficiency and transparency in every area of your organization. With Teslar you can pull data from your core, automatically route forms based on user answers, and index documents into your imaging software upon approval. From simple late fee waivers to multi-stage risk rate change forms, Teslar will transform your back-end operations.

Key Features:

Unlimited, Multi-staged Routing

Dynamic Questions and Answers

Advanced Logic-Based Routing

Automatic Imaging

Email Approval Capabilities

Configurable workflows for the entire bank--from loans to deposits, HR to IT

"Teslar does a great job in creating customizable workflows that ensure controls and processes are in place as well as auditable. The workflow customization is great and the Teslar staff are always friendly in wanting them to work properly."
Devan Wright
Vice President of Loan Administration & Operations, Bank of Idaho
Download Operational Workflows One-Pager

Download this one-page document for a quick and simple overview of Teslar’s workflow and forms automation system.


Download Document

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Loan Origination System

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