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      • Let’s Talk About SOFR
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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?
  • 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: +32 472 135 295

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
  • Legal Notice
  • Solutions
    • AFSVision
      • What's Important to You
      • What’s New with AFSVision?
      • Origination
      • Workflow
      • Accounting
      • Servicing
      • Exceptions
      • Reporting
      • Implementation
    • Commercial Lending
    • Commercial Real Estate
    • Small Business
    • Capital Markets
    • LIBOR to SOFR
      • LIBOR Transition Webinars
    • Digital Solution for the Future
    • Delivery Options
      • Getting Started
      • Continuing Service
    • Security
      • Certified Secure
  • Business Intelligence
    • Pricing Services
    • Portfolio Analytics
    • Credit Risk Navigator
    • Insights from AFS Business Intelligence
    • Market Insights
  • Client Success
  • News & Events
    • Blog
      • Continued Growth Despite Growing Headwinds: What 1Q2022 Showed Us in Commercial Lending
      • The Good News from 2021 – Signs Point to Commercial Lending Growth
      • Make the Connection: Commercial Banking and Real-Time Payments
      • Replacing LIBOR: Understanding Your Choices
      • ESG and Data Quality
      • Keep the SOFR Momentum Going!
      • Lending in the Time of COVID-19
      • Let’s Talk About SOFR
      • Stay on Track for LIBOR Transition
      • Success in Transformation
      • 4 Key Elements for Commercial Lending Transformation
      • 5 Reasons to Transform Your Commercial Lending Business
      • Getting Real about Real-Time in Commercial Lending
    • AFS Global Insights
    • Articles
    • Events
    • Press Releases
    • Videos
    • Webinars
    • Webinar Archives
  • Careers
    • Career Opportunities
    • Life at AFS
    • Benefits
  • About AFS
    • Discover the Advantage of AFS
    • What Makes Us Different
    • Awards
    • Our Clients
    • Our Community
    • Our Culture
    • Our Leadership
      • Jim Greenwood
      • Rick Bare
      • Melissa Hofer
      • Jeff Baldyga
      • Dean Snyder
      • Radford Laney
      • John Dubil
      • Amy McEldowney
      • Bruce Herndon
      • Gary Harrell
      • Robert Kahn
    • Our Mission and Values
    • Our People
    • Celebrating 50 Years
  • Contact Us
    • Communications Preferences
    • Directions
  • Global
  • Sign In