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  • Writer's pictureMartin Espinola

Automating and Enhancing the Tedious, Manual Recertification Process


The loan recertification process is a tedious process that involves collecting and verifying documents, updating customer information, and ensuring that customers meet SLAs. The process is error-prone and takes up valuable time, resources, and energy, leaving you too busy to focus on more complex, higher-value tasks. It can seem like an impossible job to keep track of the ever-changing circumstances while also ensuring compliance.


Our Continuous Customer Recertification (CCR) helps protect the financial institution from loan defaults, fraud, and other potential losses due to a lack of compliance.

With CCR, you can configure a Customer Risk Matrix based on your customer profiles, utilizing smart tasking to assign the right task to the right person at the right time, optimizing the assigning of recertifications, enabling customers to suggest changes to data from a simple portal and get complex reporting on SLAs, throughput, and portfolio risk for managers.


Loan officers no longer have to spend hours on busy work, allowing them to focus on more complex, higher-value/risk cases instead. Plus, the CCR Appian solution streamlines and automates the recertification process for financial institutions, credit unions, thrift institutions, and more.


With this Appian-based solution in place, you can rest assured that your customers’ information is accurate and up-to-date while freeing up time for your team to tackle more important tasks. Suppose you’re looking for a way to reduce overhead on lower-risk recertifications while maintaining compliance and protecting your financial institution against fraud or defaulted loans. In that case, Macedon Technologies’ Continuous Customer Recertification solution is the perfect choice for you.


Contact us today to find out more!


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