The New Account Setup Module is designed to automate the funding worksheet process from the collection of pre-funding information to the resolution of exceptions following customer acceptance of an approved decision.

Benefits:

• Eliminates your paper funding worksheets by allowing loan officers to enter new account information directly into BizMark 
   
• Automatically transfers additional new account information into your document preparation system, when used with the BizMark Doc Prep module  

• Client-configurable Funding Report details all key underwriting and new account information  

• Ensures that all pre-funding exceptions are satisfied per the institution’s requirements prior to new account data being transferred to the document preparation system

For more information, please click here to download our information sheet.