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Middle Markets

EPM Solutions for the Middle Market

At Epitome Systems, we’ve harnessed the power of our global enterprise productivity management (EPM) and business process solutions to create mEPM – the first “packaged” platform designed exclusively to deliver “as-required” and “on-demand” business productivity automation for middle market companies. Initially offered to banking, mortgage, insurance and financial management groups, this unprecedented end-to-end solution combines content acquisition (ECM), business process management (BPM) and application integration (EAI) to fill in missing productivity gaps for middle market clients. It offers unparalleled flexibility to work with current business applications and platform environments to fill productivity gaps through a set of “pre-packaged”, “pre-integrated” components. And ultimately, it enables world-class process improvement.

Easy to use and implemented within 30-60 days, mEPM packaged platform and integrated suite of hosted or licensed business productivity applications can be hosted and managed by Epitome experts – eliminating costly licensing fees while allowing you to maintain control. mEPM also:

  • Enables growth while keeping back-office costs low
  • Increases speed in the back-office by streamlining processes
  • Delivers an enterprise class platform without the cost or complexity
  • Integrates with your existing infrastructure using what you want
  • Enhances customer service and satisfaction

Because at Epitome, we’re experts at identifying opportunities to drive incremental value within your value chain – without changing your infrastructure. Instead, we enhance it. Connect it. And bottom line – streamline each process to help you manage costs and accelerate growth.

To learn more about EPM click here.

Solutions:

Commercial Banking

  • Mortgage Financing
    • Loan Origination
      • Deal Management
    • Loan Processing and Underwriting
      • Agency Lending
      • Equity Investment
      • Mortgage Analytics
    • Closing & Funding
    • Loan Servicing
      • Escrow Management
      • Tax Management
      • Reserves Disbursement
      • Inspection Management
      • Investor Remittance
      • Loan portfolio securitization
      • Asset Management & Collateral Administration
  • Construction & Equipment
  • Capital Markets
Retail Banking
  • Mortgage Finance
    • Loan Origination
    • Loan Processing and Underwriting
      • Escrow Analysis
      • Investor Admin
      • Pay-off and Lien Releases
    • Closing & Funding
    • Post Closing
      • Pay History Reconciliation
      • Loan Document Indexing
      • Post Closing Trailing Documents
      • Assignment of Trades
    • Shipping/ Investor Loan Delivery
    • Customer Service
    • Loan Servicing
      • Escrow
      • Title
      • Insurance
      • Flood
      • Tax
      • Credit
    • Default Management
  • Consumer Lending
  • Leasing
    • Portal
    • Customer Service
    • Loan Processing and Underwriting
    • Cash Application
    • Management Reporting
  • Deposit & Lending
Insurance
  • Property & Casualty
    • Sales & New Business
    • Product Development
    • Underwriting & Rating
    • Policy Administration, Service and Support
    • Claims Management
    • Corporate Functions: Finance & Accounting, Compliance
    • Customer Service
    • Analytics
  • Group Life & Disability
    • Sales & New Business
    • Product Development
    • Underwriting and Rating
    • Policy Administration, Service and Support
    • Claims Management
    • Corporate Functions: Finance & Accounting, Compliance
    • Customer Service
    • Analytics
  • Healthcare
    • New business service
    • Claims adjudication
    • Policy administration
    • Customer care

Investment Banking/Capital Management

  • Portfolio Management
  • Mergers & Acquisitions
  • Securities
  • Equities

Applications:

  • Commercial Lending Products
    • Deal Collaboration
    • New Loan Boarding
    • Escrow Processing
    • Pay-off Processing
    • Investor Remittance
    • Services Accounting
    • Collateral Administration
    • Tax & Title
  • Retail Lending Products
    • Post Closing and Correspondence
  • Insurance Products
    • Market Conduct Examination (MCE)
    • Complaint Management

 

 

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