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Client Services

Metavante Lending Solutions provides premier implementation services to support your deployment, whether its an end-to-end system or stand alone product roll out. Our professional services are designed to facilitate a high quality and expeditious delivery allowing clients to:

  • Quickly realize return on investment with a proven technology solution
  • Rapidly increase transaction handling capability and efficiency
  • Expand loan officer or broker relationships and loan volume
  • Customize the software to meet unique business challenges
  • Seamlessly integrate with value-added third party service
 

Professional Staff

Implementation

Professional Staff

Our professional staff is comprised of individuals who possess extensive experience in technology. The core implementation team is comprised of:

  • Project Managers
  • Business Analysts
  • Loan Product Analysts
  • Technical Leads

These individuals are primarily responsible for the efficient and successful delivery of your implementation project. As needed, additional Metavante resources are engaged throughout the duration of your project to provide specialized services for certain phases or tasks within the project. This extended project team includes:

  • Software Engineers
  • Systems Architects/Engineers
  • Systems Administrators
  • Quality Assurance Analysts
  • Account Managers

Once the Standard Implementation is complete, Metavante’s Professional Services team is available to assist with the integration of client specific value-added enhancements and additional interfaces to increase the value delivered by our loan origination solutions.

Implementation

During the Implementation Project, Metavante’s Client Services Team provides the following Standard Implementation Services:

  • Project management
  • Consulting services for system configuration
  • Implementation of client-specific configuration options
  • Definition and implementation of user interface design
  • Communications engineering consulting and procurement
  • Infrastructure design and installation
  • Loan product analysis and setup (including qualification guidelines, detailed price parameters and lender-specific underwriting conditions)
  • Installation of standard interface for pricing updates on client PC
  • Quality assurance testing
  • On-site software installation (as required)
  • Training and support for user acceptance testing
  • Production roll out support
  • Additional consulting services related to the implementation of Metavante Lending Solutions software as requested
  • Consulting services for related interfaces and systems


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