Credit Application Acceleration & Document Package Receipt Automation

2. We provide technology & services that simplify,
streamline & accelerate document & data-driven
processes.
• Intelligent Data Capture (IDC)
• Business Process Automation
• Enterprise Content Management (ECM)
• Software Development
• Business Process Outsourcing
• Check & Document Scanners
• Document & Data Conversion Services

4. What is IntellaLease?
IntellaLease combines state-of-the-art technologies to
streamline critical document and data processing to
fund deals faster and more efficiently.

5. Consists of a Suite of Lease Processing Automation Modules
A Lease Processing Automation Platform
Current Module/Application Offerings include:
• Credit Application Acceleration
• Document Package Receipt Automation
• Asset Creation Automation
• Escrow Disbursement
• AP Automation

6. Credit Application Acceleration
Streamlines the process of inputting critical data and
documents into the Lease Origination Software
Key Capabilities:
• Automatically capture e-mails with and without
attachments
• Leverage available data to derive Dealer info
• Extract and validate data fields from the body of the e-
mail
• Provide keyless “point & shoot” data entry
• Leverage RESTful API for integration with third-party
platforms (CRM, data warehouse, pricing) for real-time
validations, data lookups, and data delivery

7. Document Package Receipt
Streamlines the process of receiving the signed doc
package, classifying documents, and extracting data
for faster booking and funding, decreased costs, and
improved margins
• Key Capabilities:
• Automate e-mail ingestion (e-mail plus attachment)
• Automate document classification & separation
• Streamline manual data entry by automating data
extraction across a number of critical document types
• Enable cross-document validations
• Seamless upload to initiate workflow processes in LOS

8. Additional Modules and Applications
Asset Creation
• Leverage ability to extract and validate line-item detail
from invoices to streamline asset creation
Escrow Disbursement
• Leverage ability to extract and validate line-item detail
from invoices and remittances to streamline
reconciliation
AP Automation
• Decrease labor in AP while accelerating funding by
leveraging validated invoice header data extracted and
validated during Doc Package Receipt process

10. Do you know…
• Time from receipt of an
app through decision?
• Processing cost per
application?
• Operator performance
metrics?
• How to prioritize
application processing?

11. Labor Intensive & Error-prone
Manual data-entry is costly, time-
intensive, and error-prone.

12. When volume surges…does your company pull high value
personnel to perform credit application entry?
How Do you Handle Peaks?
Credit
Analyst
VP of CreditSales TeamSales Manager

13. Slow Response Time
Vendor
Manual Processes = Slow Response Time = Frustrated Customers
What is the status
of my application?
We need
more information.
Slow Capital
Equipment Finance Co.

14. Missed Opportunities?
Vendor
Are you getting back to your vendors before your competitors?
Slow Capital
Equipment Finance Co.

16. Capture Docs & Data Automatically
CAPTURE
Automate ingestion of
emails and attachments.
Vendor
Credit Analyst
Capture Classify Extract Integrate Evaluate

17. Identify Documents
CLASSIFY
Split attachments from
email.
Identify critical documents
within attachment.
Vendor
Credit Analyst
Capture Classify Extract Integrate Evaluate

18. Automatically Extract Data
EXTRACT
Extract required fields
from the email, the credit
application, and sales
order
Vendor
Credit Analyst
Capture Classify Extract Integrate Evaluate

19. Validate Available Data
Vendor
3rd Party Apps
Capture Classify Extract Integrate Evaluate
VALIDATE
Leverage available data for
data look-ups against 3rd
party applications.

20. Populate Missing Data Fields
Vendor
Capture Classify Extract Integrate Evaluate
VALIDATE
Extract data from email &
credit application.
Data Look-ups against 3rd
party applications.
Use this data to populate
form fields in IntellaLease.
3rd Party Apps

21. Enable Straight-Through Processing
Vendor
3rd Party Apps
Capture Classify Extract Integrate Evaluate
Look Boss,
No Hands!
VALIDATE
Extract data from email &
credit application.
Data Look-ups against 3rd
party applications.
Use this data to populate
form fields in IntellaLease.

22. Deliver Required Data to LOS
Vendor
Capture Classify Extract Integrate Evaluate
INTEGRATE
Leverage RESTful API for real-
time data exchange with LOS &
other LOB applications (CRM,
Portfolio Management,
Accounting, Data Warehouse,
etc.)

23. Operational Insights & Reporting
Credit AnalystCredit Analyst
EVALUATE
Real-time reporting &
operational statistics for
actionable insights.
VP
Capture Classify Extract Integrate Evaluate

24. Accelerate Data Entry into LOS
SUMMARY
Accelerate data entry into
the LOS to expedite credit
decisions, improve
productivity, lower cost,
and earn more business.
Vendor
Capture Classify Extract Integrate Evaluate

25. Contact Us!
www.mtssoftwaresolutions.com
800-940-0940