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1CONFIDENTIAL & PRIVATEdefi SOLUTIONS
Verification Optimization Presented By: Ed Kisinger
CLIENT “FEST” 2016
2CONFIDENTIAL & PRIVATEdefi SOLUTIONS
ROUNDTABLESESSIONS
Talking, texting, emailing, analyzing:• PRODUCT ROADMAP/COMMUNITY• VERIFICATIONS/OPTIMIZATION• DIGITIZING COMMUNICATIONS• RISK/ANALYTICS/REPORTING
3CONFIDENTIAL & PRIVATEdefi SOLUTIONS
If you don’t know where you are going then you might end up someplace else. – Yogi Berra
I recommend not ending up “someplace else”……..
The Optimization Journey
4CONFIDENTIAL & PRIVATEdefi SOLUTIONS
KNOW WHERE YOU ARE…WHAT YOU DO…..THEN….. FIGURE OUT HOW TO DO IT!
The Optimization Journey
WE CAN HELP YOU!LEVERAGE OUR PRODUCT MANAGERS AND/OR PROFESSIONAL SERVICES
5CONFIDENTIAL & PRIVATEdefi SOLUTIONS
THE HOW – KNOW THE SOFTWARE CAPABILITIES…MAP TO YOUR PROCESS(ES)
YA..THAT’S RIGHT, WE GOT’S FEATURES FOR DAYZZZZARE YOU USING THEM TO BEST SUIT YOUR NEEDS?
The Optimization Journey
VENDOR INTEGRATIONSDDSR1 ECONTRACTINGTHE WORK NUMBERSMART CALCS (CARLETON)AD-HOC CUSTOMDEFAULT
STARTPAGEPAGE DESIGN
NATIVE DEFIPRE-POPULATIONAPIUW FEATURES IN VF (SCORECARD, CREDIT POLICIES)TABSAPI
6CONFIDENTIAL & PRIVATEdefi SOLUTIONS
Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of
documents
Lender completes VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms, indexes scans, answers questions, creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
7CONFIDENTIAL & PRIVATEdefi SOLUTIONS
• Removes most data entry• Improves accuracy• Speeds up funding process• Funding documents come over the same day• Pre-validation of lender funding rules
RouteOne eContracting
Text OPTIMIZATION to 77513 and take a quick session survey
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