CASH Workflow™ | Wolters Kluwer Financial Services
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    With CASH Workflow you can eliminate manual processes, access your data where and when you need it and have visibility into the status of a loan at your fingertips.

    Need more control over your commercial loan process?

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    Now you can bring order to the chaos with CASH Workflow


    By removing manual steps you can close more loans quicker—with less risk of error.


    New insight will allow you to better manage the process and allocate resources


    Immediate and proactive adjustments to your workflow are now possible


    Having the right data at your fingertips, rather than in multiple sources, will reduce process drag

    Top Four Reasons Customers Love CASH Workflow

    Workflow Drag and Drop

    Drag and Drop Feature

    Customizable configuration tool to create the workflow process

    Workflow Alerting


    Automates delivery of activity alerts to users

    Workflow Dashboard


    Centralized digital platform for organizing and monitoring the origination workflow

    Workflow Mobile

    99% Mobile

    Accessible from a variety of device types, from smartphones to laptops


    “Our commercial lending process had become complex with a mix of software and manual processes, and sometimes leading to missed steps," said Teresa Freborg, Director, Member Business Services, Northwest Community Credit Union. “Workflow has given us the ability to formalize our process, find improvements and time savings, and avoid critical errors.”

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