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Solutions / AFSVision / Workflow

Workflow

The AFS approach: logic, order, risk avoidance, results.

Lending is all about processes, whether that means gathering information to approve credit or taking the steps necessary to book a loan. Workflow within AFSVision ensures that tasks are done in a consistent, unified, efficient, and risk-averse manner, using the policies as defined by your Bank.

AFSVision supplies a configurable workflow engine developed with detailed input from your Bank for the incorporation of your credit policy and other proprietary requirements for credit approval, including those related to:

 
 
  • Information gathering
  • Financial analysis
  • Risk assessment
  • Statement spreading
  • Underwriting
  • Credit memo preparation
  • Decisioning
Once configured, workflow rules control the process, guiding when work moves from stage to stage, with the built-in flexibility to respond to shifting priorities, changing timelines, and market demands.

 AFS uses this logical workflow approach to include other Bank-specific processes for:

  • Booking
  • Takedowns
  • Renewals
  • Fees
  • Repricings
  • Rate modifications
  • Risk grade changes
  • Pricing grid rate changes
  • Collateral release
  • Nonaccrual processing
  • Collections/recovery activities

AFSVision gathers and integrates information from internal and external sources to facilitate the entire loan process. Less staff time is required for manually intensive error research and resolution, leaving your staff freer to address more customer-facing, revenue-generating activities.
 
Significantly reduce manual hand-offs and bring efficiency, transparency, and accuracy to lending, all while reducing costs—only with AFSVision.

  • What's Important to You
  • What’s New with AFSVision?
    • AFSVision Feature Custom Fields Registration
      • AFSVision Feature Custom Fields Video
    • Commitment Hierarchy Registration
  • Origination
  • Workflow
  • Accounting
  • Servicing
  • Exceptions
  • Reporting
  • Implementation
AFSVision Overview Brochure
 
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Our Locations
Corporate Headquarters:

Automated Financial Systems, Inc. (AFS)
123 Summit Drive
Exton, PA 19341
Phone: +1 610 524 9300

Brussels Office:

Automated Financial Systems, Inc. (AFS)
79 chaussée de Charleroi,
3e et 4e étage, 1060
Bruxelles, Belgium
Phone: +1 484 875 1545

Email Us:

replyto@afsvision.com

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AFS and all AFS product trademarks are registered trademarks of Automated Financial Systems, Inc.

  • Privacy Policy
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  • AFS is 50
    • Celebrating 50 Years
  • COVID-19 Info
    • AFS System Readiness
    • COVID-19 Update Webinars
    • Insights from AFS Business Intelligence
    • LIBOR Transition
  • Solutions
    • AFSVision
      • What’s New with AFSVision?
        • AFSVision Feature Custom Fields Registration
        • Commitment Hierarchy Registration
      • What's Important to You
      • Origination
      • Workflow
      • Accounting
      • Servicing
      • Exceptions
      • Reporting
      • Implementation
    • Commercial Lending
    • Commercial Real Estate
    • Small Business
    • Capital Markets
    • Client Success Stories
    • LIBOR to SOFR
    • Tools for Transformation
    • Value in Transformation
    • Delivery Options
      • Getting Started
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      • Let’s Talk About SOFR
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      • Getting Real about Real-Time in Commercial Lending
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    • Regulatory Updates
    • Videos
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    • Career Opportunities
    • Life at AFS
    • Benefits
  • About AFS
    • Discover the Advantage of AFS
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      • IBM
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