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Automate all of your workflows with

Process Manager

Commercial lenders and servicers are all too familiar with process-intensive workflows. Our Process Manager workflow tool within our STRATEGY system allows you to easily create custom workflows that walk your users through every step of a business process. It will help you:

  • Reduce accidental human errors and exposure to audits
  • Avoid negative servicer ratings
  • Improve operational excellence and customer service
  • Eliminate expensive side-systems, spreadsheets and reminders

FEATURES OVERVIEW

  • Create custom step-by-step workflows for all of your users
  • Quickly assign work to whoever you want – even 3rd party vendors
  • View and customize your personalized work queue display to see the work assigned to users
  • Our notes feature allows you to have complete visibility of all notes and related documents at any time in one central location
  • Each step in the process is time stamped allowing you to compare your work against your Service Level Agreements and adjust workflows accordingly

Make sure you’re keeping up with the latest software to maximize your operational efficiency, accountability, and competitive advantage.

Have a question or want to schedule a demo?




Commercial Lending and
Asset Management Software

STRATEGY LOAN
SERVICING

Strategy is the commercial real estate industry’s most trusted and comprehensive servicing solution. With accounting, asset management, compliance monitoring, and workflow features, this robust solution helps McCracken customers service one hundred thousand loans totaling nearly $2 trillion.

INSURANCE
COMPLIANCE

Insurance Compliance allows for the monitoring of various policy types across multiple loans and collaterals. Integrated with workflow technology and business rules, the Insurance Compliance system streamlines your review and monitoring of insurance requirements across package, blanket, and standalone policies.

CONSTRUCTION
BUDGET

Construction Budget allows users to manage the entirety of their construction projects, from any funding source to the construction costs at a line item detail. With integration of the Strategy servicing system and workflow capabilities, Construction Budget is a complete and robust tool for any project.

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