North American Financing Enterprise replaces outdated Document Management system with Generis' CARA Platform.

One of the leading sources of mortgage financing in the USA sought to replace their current solution with a more streamlined and configurable Document Management System for confidential financial, legal, and customer documentation, in lieu of an expensive renewal of their previous system.

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The issues faced


Cloud simplicity with world-class Security

The organisation required a cloud system that was secure, audited, and offered enhanced capabilities for managing business-critical content across Customer Documentation & Agreements, legal, Retention Management, and Loan & Grant applications, all with a simple user experience.

Configurability & Cost

Due to the difficulty of configuring business-specific processes within the organisation’s previous platform, if they required even small, specific changes to the system that would improve efficiency, they would have to embark on a complex process with costly implementation done by the vendor rather than in-house. This meant sacrificing either optimisation or budget when configurations were needed.

The goal

To deploy a more responsive and configurable solution; improving user adoption and overall experience, while reducing costs compared to the existing platform. Finance is a highly regulated industry therefore effective solutions for compliance, access management, audit management and security were all key requirements for the new system.

The solution

Generis’ flagship product, CARA, was implemented to merge separate docbases from their legacy system, into one harmonised solution, with individual workspaces and security from the platform giving administrators and users the control they needed.

CARA’s seamless integration capabilities has allowed for the integration of multiple applications supporting the organisation’s processes. The platform’s ease of security, quality and compliance management has been utilised to maintain highly confidential information for data protection of consumers and financial, client, and personnel records.

Phase 2 will look at applying retention plans.

North American Financing Enterprise replaces outdated Document Management system with Generis' CARA Platform.

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