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Workflows 

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Returns Processing

This workflow template illustrates the processing of returns from customers. Purchase and immediately download this process map template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You...

Type : Workflow Template

Process Participants : Customers, Customer Service Representative, Order Management Representative, Quality Controller

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Financial Close & Reporting (Monthly)

This workflow template illustrates the data collection, reconciliation and report generation related to the monthly Financial Close process. Purchase and download this template in PDF, Visio...

Type : Workflow Template

Process Participants : Business Units (i.e., individual lines of business), Staff Accountants, Financial Analysts, Financial Reporting Team Members

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Distribution Center Operations

This workflow template illustrates the day-to-day operation of company distribution centers (inventory checks, material receiving and storage, etc.). Purchase and download this template in...

Type : Workflow Template

Process Participants : Warehouse Manager, Inventory Analyst, Warehouse Operations Staff, Procurement Staff

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Distribution Planning & Delivery

This workflow template illustrates the planning, scheduling and execution of customer order distribution, including order reception, route planning, delivery and more. Purchase and download...

Type : Workflow Template

Process Participants : Order Processing Staff, Warehouse Operations Staff, Delivery Staff, Fleet Management Staff

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Order Packaging

This workflow template illustrates the design, development, testing and manufacturing of product packaging. Purchase and download this template in PDF, Visio and PowerPoint formats, and cust...

Type : Workflow Template

Process Participants : Product Development Staff, Marketing Staff, Order Packaging Engineers, Master Data Management Staff

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Health Insurance Customer Service

This workflow template illustrates the processing of inbound contacts (phone or email) from health insurance customers, or members, and the subsequent resolution of customer requests and/or...

Type : Workflow Template

Process Participants : Health Plan Members (Customers), Customer Service Representatives, Customer Service Specialists, Account Processing Staff

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Default Mortgage Loan Collections

This workflow template illustrates the generation of past due borrower lists (including overdue balance amount, borrower contact information, etc.) and the subsequent borrower contact, loss...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Collections Staff, Mortgage Loan Loss Mitigation Staff

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Mortgage Loan Foreclosure

This workflow template illustrates activities that occur before, during and after a mortgage loan is foreclosed on, including the initial customer contact, property inspection and foreclosed...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Collections Staff, Property Preservation Staff, Foreclosure Sales Staff

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Mortgage Loan Origination

This workflow template illustrates the collection and initial processing of mortgage loan applications, including activities such as initial borrower risk assessment (pre-approval), informat...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Officers, Mortgage Loan Support Staff (Application Processors, Loan Specialists, etc.)

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Mortgage Loan Risk Assessment

This workflow template illustrates the generation of credit reports for potential borrowers and the subsequent approval or denial of mortgage loans based on the borrower's credit history and...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Officers, Mortgage Loan Applications Processors, Mortgage Loan Underwriters

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Mortgage Loss Mitigation

This workflow template illustrates the processing of requests from current borrowers to modify the terms of their loan (payment amount, interest rates, etc.) in order to avoid default or for...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Mortgage Loan Collectors, Third-Party Real Estate Brokers or Appraisers

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Mortgage Payment Processing

This workflow template illustrates the processing and completion of borrower mortgage loan payments and/or payoffs (i.e., the calculation and payment of the loan's entire remaining balance)....

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Mortgage Loan Accounting Staff

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Mortgage Post-Close Servicing

This workflow template illustrates the performance of vital insurance and tax-related tasks by borrowers and loan servicing team members that take place after a mortgage loan has been closed...

Type : Workflow Template

Process Participants : Customers (Borrowers), Mortgage Loan Servicing Staff, Mortgage Escrow Account Management Staff

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EDI Payment Setup

This workflow template illustrates the setup and testing of Electronic Data Interchange (EDI) payments from customers, including data collection (from customer), EDI configuration and confir...

Type : Workflow Template

Process Participants : Customers, Accounts Receivable Staff, Information Technology Staff, Sales Staff

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Inventory Discrepancies

This workflow template illustrates the process of checking inventory levels and stock keeping units (SKUs) to resolve inconsistencies related to inventory pricing, cost/price setup and/or pa...

Type : Workflow Template

Process Participants : Company Vendors, Inventory Analyst, Master Data Management Staff, Warehouse/Distribution Center Staff