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Reshaping the Future in Financial Product Management

922 Cedar Pointe Court Collingwood, ON L9Y5C7 Tel: 1-705-719-5660 www.axcesscanada.com Reshaping the Future in Financial Product Management Introducing the Solution for Logical Change Who We Are Axcess Consulting PLC ( www.axcess.com.au ) developed the solution in 1995 in Australia.

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Reshaping the Future in Financial Product Management

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  1. 922 Cedar Pointe Court Collingwood, ON L9Y5C7 Tel: 1-705-719-5660 www.axcesscanada.com Reshaping the Future in Financial Product Management Introducing the Solution for Logical Change

  2. Who We Are • Axcess Consulting PLC (www.axcess.com.au) developed the solution in 1995 in Australia. • Axcess Consulting PLC provides credit origination and servicing solutions to over 45% of the lending market in Australia and New Zealand. • Core development team have been together over 10 years and do not outsource any development. • Entered North American market in February 2007 as a “Best of Breed” solution with a 10+ year proven track record in Australia & New Zealand. • Axcess Canada provides seamless support for North America together with our US partner, Axcess Americas

  3. Current Environment • Client support is significantly burdened in response time through current information structures managed in multiple applications. • Legacy systems require long timelines to effect change or add new capability. • Mobile sales/support teams have limited access to data on the road. • Locating and reporting of data from multiple systems on many corporate networks is difficult. • Legislative requirements demand more comprehensive real time reporting and ability to adjust this effectively.

  4. Consider This • By providing a more effective solution for accessing client product and support information response time savings alone will be significant. • Immediate deployment of credit workflow updates and the ability to notify and track them enhances risk management capability by eliminating the use of “dated” information. • Client Information File (CIF) structures all customer information including email in one space insuring compliance and an enhanced knowledgebase within the team.

  5. The Axcess Canada Process • We start with the expertise of Business Analysts in the lending/underwriting space to define core business needs analysis. • Once confirmed, system methods and procedures requirements are then clearly defined. • Workflow is then mapped to the system based on criteria defined by Business Analysts and data is then imported. • The solution then used to also run models and allow the Business Analysts to work with firm to optimize and/or create new products. • Changes to workflow can now be made without any programming intervention.

  6. The ARMnet™ Integrated Solution

  7. Loan Origination Full Loan Origination on Retail, Commercial or Agricultural Sales Management Automated Underwriting Quote System Document Management Electronic Funding

  8. Secondary Market/Loan Servicing Full Loan Servicing Delinquency Management Automated Discharge and Pay off System Document Imaging Full Securitization Automated Transfer Monitoring

  9. Workflow & Business Rules Design your own underwriting rules and workflows. Multiple branching (Unlimited “yes” & “no” paths) Eliminate Programmer Intervention to Effect Change Created on Microsoft .NET Technology Platform completely LIXI (Lending Industry XML Initiative) compliant. Mortgage Industry Standards Maintenance Complaint (MISMO)

  10. Security & Audit Capabilities Permission based access to a granular level. Automatic internal audit trail of all changes made. Information stored in a customer centric environment Database completely encrypted on local and remote stations.

  11. Electronic Document Management Link all electronic documents (html, Word, XLS, PDF etc) directly to the client contact area. Centralize all data to improve accessibility for customer support inquiries. Create a more compliant structure for customer data.

  12. The Axcess Canada Team Business Analysts specializing in the lending or risk underwriting environments with solid industry experience. Implementation team has 10 years experience in network architecture installations in a variety of OS environments. Training and Project Management has 15 years experience in both areas managing large implementations and training criteria for a number of Fortune 500 companies. Workflow Mapping and Form Creation will be managed by team trained to work with Business Analysts. Development work conducted initially offsite and then supervised during implementation. After sales support managed through 24-7 toll free online help desk.

  13. Contact Us Today 922 Cedar Pointe Court Collingwood, ON L9Y 5C7 Tel: 705-719-5660 Web Site: www.axcesscanada.com “Tomorrow’s Financial Product Management Solution, Here Today.”

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