Wolters Kluwer Financial ServicesExpere® Integrated Enterprise

Reduce Documentation Costs and Enhance Customer Experience Expere Document Engine

Faster loan processes and simplified documentation drive customer satisfaction. That’s where the Expere Document Engine can help. The Document Engine not only automatically selects and assembles documents, it creates packages for efficient electronic delivery and routing — saving you time and money.

Here’s how the process works: The Document Engine receives data and selects the correct documents based on compliance rules base on such things as transaction type, state and federal requirements, and your institution’s policies. All language, rules, and data elements are assembled into compliant documents, specific to the customer’s information.

The system helps ensure you have the right number of copies for each borrower. It allows you to set print order, include instruction sheets, and package your documents to optimize efficiency. PDF output documents fit into your printing or distribution workflow. The system also supports bar codes, watermarks, logos, images, and is evolving to support industry e-standards such as SMARTDoc™ and e-signatures, providing you with more flexibility.

By increasing automation, reducing human errors, and integrating your compliance decisioning, you’ll spend less time on paperwork and more time with the customer.

Power Up Your Compliance
  • Get the right documents for the right transaction at the right time. Our Document Engine integrates with your front-end systems and configures to your workflow, to help you streamline processes and reduce errors, risks, and costs.
  • Personalize customer transactions. The Document Engine creates documents that are simpler to use and easier to process, with fewer riders, addenda, or irrelevant terms and conditions.
  • Reduce costs and improve the customer experience. The Document Engine reuses data throughout the entire package, reducing re-keying and overall processing time.
  • Manage document delivery and flow. The system allows you to group your documents into single packages or generate individual documents if you prefer.
  • Choose the best fit for your organization. The Expere Document Engine has both .NET and Java versions to fit your preferred IT infrastructure.

 


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