a pioneer of integrated eSignature, workflow and document solutions for
the modern business enterprise, recently worked with $780 million San
Mateo Credit Union to add its workflow technology to an existing IMM
eSignature implementation. As a result, San Mateo has further
streamlined its consumer lending operations by keeping the entirety of
the business transaction electronic.
San Mateo is a longtime IMM customer, using its flagship eSignature and
document presentment platform, TotaleAtlas, in conjunction with the
cloud-based remote eSignature service, Document Exchange. Earlier this
year, the credit union added TotaleAtlas Workflow to help control and
enforce critical eSignature processes. TotaleAtlas Workflow enables San
Mateo to build unlimited specialized workflows based on a variety of
business rules and parameters, ensuring tasks occur in accordance with
established policies and procedures. Automating the routing of documents
to the right person at the right time, while keeping predetermined tasks
in their prescribed order through to completion, drives efficiency as
well as bolsters the credit union's compliance environment.
"Consumer loans have always been a high-volume operation for us," said
Pete Kneisler, CTO of San Mateo Credit Union. "Right away, we noticed
TotaleAtlas Workflow created a time savings of approximately 20 percent;
eliminating scanning alone saves employees more than an hour per loan.
By automaticaly routing documents and keeping them electronic
throughout the entire process, TotaleAtlas Workflow enables us to
accelerate timelines, automate audit functionality and greatly improve
Once loans are underwritten and documents are generated, TotaleAtlas
Workflow allows San Mateo to complete transactions and related processes
free of paper through the final eSignature. The credit union already has
identified 35 additional workflows it plans to apply to other areas and
back office functions.
John Levy, IMM executive vice president and ESRA (Electronic Signature &
Records Association) board member, said, "In addition to providing the
technology that makes process automation possible, IMM's expert team
works directly with our customers to identify the optimal workflow
sequences for their organization. With the volume of consumer loans San
Mateo produces, cutting out manual processes and constant phone calls to
communicate the status of every document means money is delivered to
members faster, and employee productivity ultimately saves money for the
Based in Linden, N.J., IMM develops and delivers innovative technology
solutions that enable financial institutions to electronically
streamline their business operations and processing environments. With a
strong and secure legacy of serving more than 650 banks and credit
unions with solutions for eSignature capture, business process
(workflow) automation, and document presentment, IMM continues to create
advanced software applications that promote clients' sustainability
while dramatically increasing productivity and operational efficiencies.
The company is a longtime advocate of eSignature adoption and education,
active in ESRA
to advance the public's understanding of issues surrounding the use of
electronic signatures and records.
For more information, visit www.immonline.com
or connect with the company on LinkedIn,
and Twitter @imminfo.
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