DeliveryExpress: Secure Electronic Distribution & Exchange of Business Content

1. David Nguyen DeliveryExpress ™Secure Electronic Distribution & Exchange of Business Content “At the end of the day... it’s about cutting costs, faster turn-abounds and happier employees, partners & customers ...”

2. Closer Look (Mortgage Brokering) Loan Sales/Loan Servicing • Business Challenges: • High volumes / Multiple formats • Long latencies • Complex/changing rules • So many ways of doing business • Benefits: • Lower cost/free up resources • Faster, 1 day turn around • Fewer errors • Manage exceptions Secure Document Delivery System Softech & Associates, Inc.

3. Closer Look (Mortgage Brokering) • Self-service (web access) • Vendor specific profiles • Personalized searches • Restricted searching & viewing capabilities • Restricted access to document properties • New web site: • 6 major partners participating • Customer configurable • Deployment/admin provisions Current Business Potential Oppts Softech & Associates, Inc.

4. Secure Access: Fighting the Oxymoron • Organizations have a legitimate need to provide information access • Organizations have a legal mandate to safeguard sensitive data • The need: to find a way to provide efficient access to critical data (especially by external partners) without compromising data security. Softech & Associates, Inc.

5. The Solution: Softech’s DeliveryExpress™ • A workflow-style application that permits authorized users to create document data sets. • Data sets can be distributed in a variety of ways: • Online access: restricted to the particular data set • CD/DVD • FTP Softech & Associates, Inc.

6. DeliveryExpress™ Architecture Softech & Associates, Inc.

7. Elements of DeliveryExpress™ • Select the recipient • Define the distribution method • Define the delivery content • Extract the documents • Deliver Softech & Associates, Inc.

8. External Delivery – Creating the Job Softech & Associates, Inc.

9. External Delivery – Selecting the Recipient Softech & Associates, Inc.

10. External Delivery – Defining the Delivery Content Softech & Associates, Inc.

11. External Delivery – Defining the Delivery Content Softech & Associates, Inc.

12. External Delivery – Defining the Delivery Content Softech & Associates, Inc.

13. External Delivery – Extracting the Documents • Distribution Manager • Background process • Creates the files needed for DTF to process the job • Manages large jobs running at off-peak hours, and no jobs running during “no access” hours • Manages status updates • Sends emails when jobs completed or when errors occur Softech & Associates, Inc.

14. External Delivery – DTF • High-speed export process capable of exporting up to 1.25 million images / day • Converts single-page TIFF images to multi-page TIFF or PDF, according to recipient preferences • Delivers documents to FTP location: either on recipient’s system or internal location for recipient pickup • Option for jobs to be delivered in ZIP or ISO/UDP format so only one file needs to be processed. Softech & Associates, Inc.

15. External Delivery – CD Delivery • CD-Riter • Burns documents to CD/DVD • Creates a searchable database of document properties • Places a viewer on the CD for viewing single-page TIFFS • Optional encryption feature • Supports spanned CDs/DVDs • Provides data for import into label printing template Softech & Associates, Inc.

16. Internal Delivery • Define the document set • Configure user access Softech & Associates, Inc.

17. Internal Delivery – User Access • Specify the number of days the access is valid • Option to allow temporary groups to be created by business users with predefined access rules • Option to allow external users to be assigned to the temporary group for access to the docs. (Business rules required NDAs prior to setup) Softech & Associates, Inc.

18. Internal Delivery – User Access Softech & Associates, Inc.

19. Internal Delivery – User Access Administrator’s view of the pool, showing many different pools, some of which are expired (asterisk) Softech & Associates, Inc.

20. Internal Delivery – User Access Loan Pools as they appear to the members of the AMC group Softech & Associates, Inc.

21. Internal Delivery – User Access Pools as they appear to the members of the AMC group Softech & Associates, Inc.

22. Internal Delivery – User Access Softech & Associates, Inc.

23. Benefits of DeliveryExpress • Brings document distribution to the business user while maintaining security controls • Gets admins out of managing business processes • Cuts organizational costs by eliminating high volume printing • Electronic documents stay electronic • Full audit process to monitor access Softech & Associates, Inc.

24. Summary • It doesn’t cost a lot of money to go electronic, you already own most of what you need! • Substantial savings (paperless distribution) • Almost everybody can handle electronic content • You can make your partners happy • You can make your customers happy • You can make your employees happy • No one has regretted going electronic yet! Softech & Associates, Inc.