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​ALEX, our Automated Lending EXperience strategy focuses on business and consumer loans under $250,000. 

These loans represent nearly 90% of the number of loans you hold taking time in delivery, review and renewals away from your key lending activities.

With ALEX, you have another technology-focused team member.
How ALEX Becomes Part of Your Personal, Local Service
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  • Seamless with in-branch officers and loan officers for both “self-service” and staff completing loans with customers with customer e-sign.
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  • Integrated and automated communication personalized 
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  • Assigned office or branch personal with customer-facing technology.
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  • “Let me walk you through it” option.

  • Automated communication emails sending links for products from staff in addition to communication email, e.g. personal loan officer invitation-only lending.
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  • Brief online training videos for use by staff or customers.
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  • Staff-customer activity tracking both “in-technology” and out.
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  • Full on-boarding and service tracking – contact, log-in, process, closing, follow up and other needs and process documentation.