Finastra's lending tools prepare, review and send loan documents for signature. Outcomer shows your loan operations staff each step of your own procedure, on screen, while they work.
Book a 10-minute demoAfter the demo, we’ll set up your department free of charge. A small trial confirms it’s accurate, then a larger trial measures the drop in support queries.
We check every step works before your staff see it.
Outcomer isn’t a library of ready-made Finastra guides. We build your guides from your own procedures, on your own Finastra set-up, and test each one before your staff use it.
Your loan operations staff get the answer on screen, in Finastra and the systems around it, instead of interrupting a colleague or raising a ticket.
Training covers the basics. When a question comes up later, Outcomer answers it inside Finastra, from your own procedures, while your loan operations staff work.
General answers for the standard product. Your own set-up may differ, and that’s what Outcomer follows.
Type in the Filter By field above My Queue. Results update as you type, so part of a name or number works. You can also click Filters to narrow by status, loan amount or date range, then open the package from the Trans # column.
Open means it is ready to assign to a document specialist. Under Review means someone is working on it. Out For Signature means it has gone to the e-signature provider. Closed means signing is complete or no more action is needed.
Actions stays disabled until you tick at least one package. Tick the packages, then use Actions to change the status, assign a user or delete them.
Click Add Documents, choose the PDF and click Open. It is added to the end of the package. To move it, drag its thumbnail to the right place and click Save.
Click the ellipses on the document's thumbnail and choose Exclude in eSign. The document stays in the package but is not sent for e-signature.
Yes, for the document on screen. Click the ellipses, choose Enable Edit, make the change and click Save, then choose Save Edit. For larger changes, Convert to Docx lets you edit in Word, save as PDF and upload it again; you then delete the original yourself. Your set-up may limit who can edit.
Select the document, click Add Signer in the Signers menu, fill in name, email, routing order, role, party type and authentication method, and click Apply. Then drag the signer card onto the place where they should sign.
Click Send for eSign. Included documents are highlighted. Use the checkboxes, Select All or Clear to change the selection, then click Send.
Print Package asks whether to include documents that are excluded from e-signature. Choose based on what your procedure needs on paper.
For a package-level comment, open the Comments menu, type in the Comment field and click Add. For a comment on a specific spot, right-click in the document, click the comment icon and click where the comment should go.
Yes. From the Dashboard, use Document Comparison and select two PDFs. The differences appear in the Comments panel.
If your loan operations staff ask questions like these every week, Outcomer answers them on their own screen, using your own Finastra set-up and procedures.
See which Finastra tasks staff ask about most, which procedure answered each question, and whether it was finished or passed to your support desk. Your IT team can export it at any time.
Outcomer never reads, uses or keeps the data in your systems. It finds each box and button by its label, never what’s typed in it, takes no screenshots, and works from your procedures, not your records.