AUTOMATED PAYOFF REQUESTS Information Technology Services Financial ServicesCustomer

AUTOMATED PAYOFF REQUESTS Information Technology Services Financial Services/Customer Billing Services

AUTOMATED PAYOFF REQUESTS PREVIOUS PROCESS • Requestor (banks, title companies, realtors, closing attorneys) faxed in hand-written form • CST Researched all accounts on the property -Assessments, utility accounts, lot mowing, code cases, etc • CST verified street addresses and researched any anomalies with the addressing clerk • CST manually transcribed payoff balances onto the form • Payoff information verified by second CST • Form faxed back to requestor • Turn around time between 3 & 5 days • Completed forms manually scanned into Sire data repository • Volume – approx. 500 per week

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS NEW PROCESS • Requestor locates the property on City GIS & submits an online request electronically via the web • Requestor receives a return email stating the request has been received • CST receives the request in an electronic workspace • Electronic payoff process pulls all account balances across several software modules (CRW, JDE, DFAST) • CST validates accuracy of results- adds any required notes • CST emails completed form to requestor • Turn around time between 1 & 2 days • Completed forms are programmatically loaded into Sire data repository

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS

AUTOMATED PAYOFF REQUESTS BENEFITS • No longer a need for second CST to validate • Improved accuracy by eliminating human error • Reduce duplicate submissions • No fax costs (paper and toner) • Turnaround time has been reduced by 2 -4 days • Completed forms are programmatically loaded into SIRE • Eliminate the need for off-site storage of completed documents • Positive feedback from customers • Reduced process by almost an entire FTE