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Business Process Management

Do you need to make sure that certain business processes, such as financial statement tracking, are performed according to your loan documents, and then weeks or months later provide documentation to your auditors that the work was done within parameters?

Strategy’s Process Manager allows you to create workflows to walk your users through a business process, step by step, automatically assigning each step in the workflow to the appropriate groups or users.

Personalized work queues display in each user’s Portal showing the work assigned to them. Users configure the Process and Task Queue to display their work in the way that it makes sense to them. Some may want all their work to appear in the same queue, while others may wish to segregate their ‘To-Do’ lists by type of tasks, due dates, or severity.

The integrated Notes features allows users to add journal entries regarding the process or upload documents into the system making sure all users involved have a complete picture of the work required or performed.

Each step in the process is time stamped allowing you to compare your work against your Service Level Agreements and adjust workflows accordingly.

Users can start the Process or Task manually, or allow the system to start the process automatically when the business rules in Strategy determine that the required data conditions exist.

Have a question or want to schedule a demo?

Commercial Lending and
Asset Management Software


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.


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