We’re thrilled to announce the launch of our new Straight-Through Processing (STP) feature, going live on Wednesday, February 12, 2025. This powerful addition to our platform automates and simplifies requests requiring additional documentation—saving you time, reducing potential errors, and delivering a more seamless experience for both advisors and clients.
STP integrates seamlessly with our CRM, leveraging our end-to-end DocuSign integration to dynamically generate the correct paperwork or additional documentation based on the nature of each request. The integration maps data directly from the CRM into the final documents being sent to the client via DocuSign, ensuring every required field is pre-filled for faster, hassle-free approvals. This means less manual work, fewer errors, and a more efficient process that keeps everyone on track.
Watch the video above to hear our team discuss how STP works behind the scenes and the many ways it will simplify your day-to-day servicing needs.
How This Benefits You
- Intelligent Form Selection & Dynamic Data Mapping: STP automatically selects the appropriate forms based on the nature of each request, ensuring you always have the most up-to-date version. It then pulls relevant data from the CRM to pre-fill required fields—drastically reducing manual entry, preventing deficiencies, and eliminating the need for re-signing due to outdated or incorrect forms.
- Proper Signatures, Every Time: The system identifies exactly who needs to sign, eliminating guesswork and potential errors. Whether it’s a single client or multiple parties, STP ensures each form is routed to the right individuals and that they sign in the correct places.
- Time Savings & Reduced Manual Work: With STP handling the creation and routing of documents, you can focus on advising clients rather than juggling paperwork. Automatic pre-fill features minimize busywork, so you can work more efficiently.
- Minimized Errors & Version Control: Leveraging CRM data and always using the latest document templates means fewer mistakes, better compliance, and no worries about having the wrong version of a form in circulation.
- Seamless DocuSign Integration: Documents move directly from the CRM into DocuSign for signatures, with real-time status updates, so you always know where each request stands and can keep clients informed with confidence.
How This Benefits Your Clients
- Faster Turnaround: With STP accelerating the entire servicing process, clients can review and sign necessary forms sooner—leading to quicker completion of requests.
- Greater Convenience: Clients receive and sign their documents through DocuSign on their own schedule, without dealing with back-and-forth emails or waiting for printed forms.
- More Efficient Interactions: A streamlined, automated process reduces delays or confusion, allowing clients to experience a more responsive, professional service that reflects well on your practice.
How This Puts More Time Back in Your Day
- Less Follow-Up Required: Automatic routing and real-time status updates mean you don’t have to chase down signatures or monitor outdated versions.
- Streamlined Workflows: By leveraging data in the CRM and using STP to dynamically select and fill forms, you significantly cut down on repetitive tasks—making it easier to handle more requests in less time.
- Fewer Corrections & Re-Submissions: Built-in validations, correct form selection, and up-to-date templates minimize the risk of errors or missing information, saving you from rework.
- Scalability for Growth: As your practice expands, STP’s automated processes enable you to handle increased document workflows without adding administrative burdens.
What’s Next
To ensure you’re ready for the February 12, 2025 release, here are some resources to help you take full advantage of STP:
- Training Webinar: We’ll be hosting a live webinar on Tuesday, February 11, 2025 to demonstrate the new Straight-Through Processing feature. Keep an eye on your inbox for the invitation!
- Webinar Recording: If you can’t attend the live session, a recording will be sent out shortly afterward for you to view at your convenience.
- Knowledge Base Articles: We’ve updated our Knowledge Base articles for over 30 service requests to reflect the additional functionality of STP. These articles provide step-by-step instructions on using STP when submitting these requests, and detail the updated workflow and tracking enhancements introduced by this new feature.
We’re excited to roll out this new enhancement and can’t wait to see how it helps you streamline your operations and elevate your clients’ experience. Stay tuned for more updates and resources as we approach the launch date!