So What Exactly is Axcess Pro?

Axcess Integrated Financial Product Management Solution is a client oriented, fully integrated workflow based financial product management and servicing system, including loans and deposits, that provides full end to end processing. Built around a core CRM system (Customer Relationship Management) this component of ARM provides a central repository for all of your business contact information, which enables you to utilize this information in many innovative ways.

Axcess Integrated Financial Product Management Solution provides security and control over all operators including queuing and task management. Furthermore, Axcess Integrated Financial Product Management Solution acts as your electronic filing cabinet for document storage and retrieval as well as image storage and management. ARM also has the flexibility to allow the user to create “template” documents in MS Word. The templates may include marketing documents, letters of offer, contracts and legal documents, all of which can be maintained and managed by you.

And of course no program would be complete without a comprehensive report generation interface.

Finally, because it is MISMO compliant, Axcess Integrated Financial Product Management Siolution is also capable of providing interfaces to third parties enabling you to further streamline your administrative tasks and reduce process costs.

What can Axcess Pro do for my Financial Services business?

Axcess Integrated Financial Product Management Solution is the most flexible financial product and services management package available today, and whether you are in Lending, Funds Management, Insurance or a mixture of these ARM can provide the tailored core business solution you need to efficiently and effectively manage a growing company.

Lending and Investment

• User defined steps and processes
• Deposit Management
• Interfaces to third parties
• Origination
• Approval
• Workflow with decision capabilities
• Settlements and disbursements
• Full end to end loan and investment management
• Variable and fixed rate interest management
• Principal and Interest Only calculations amongst others.
• Full audit tracking
• Commission calculation and tracking

Financial Controls and Funds Management

• Fully compliant document library
• Reconciliation of loans and deposits
• Integration with General Ledger
• Multiple company accounts
• EFT including Direct debits and credits
• Portfolio view
• Monitoring reports for rating agencies requirements

Payoffs, Mortgages and Insurance

• Configurable pay off system to apply to company policy and products
• Future dated payoffs
• Full mortgage register
• Mortgage packet tracking
• Multiple insurance policy and type fully integrated into the work flow
• Notifications of insurances becoming due

Collections

• Notification of arrears
• Document generation
• Workflow management
• Penalty interest calculation
• Fee calculation
• Collection efforts tracking

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.Axcess Pro Integrated Financial Product Management Solutions
"Tomorrows Financial Product Management Solutions, Here Today."

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© 2005 Axcess Americas, LLC.