FICS – Connector Access Mortgage Data Using the FICS Connector. Integrated to the Temenos LMS Collection and Recovery Module. FICS Connector img Access an account holder’s mortgage data directly within Temenos LMS Collection with the addition of the FICS® connector. Key Features Access Additional Mortgage Data The FICS® connector provides additional data to the system including the Loan Status, Number of Payments, Principal Balance and more! The fields imported from the FICS® connector can be used for searching, creating queues, reports and screens directly within the platform. Quickly Identify Delinquent Accounts Easily identify delinquent mortgage accounts with the FICS® connector. FICS® will only import accounts into the system with a balance greater than $0.00 and a days delinquent value greater than zero. Through simple queue criteria set-up, these accounts will automatically flow into a predefined queue. Create Payment History Records During the daily batch import, the Date of Last Payment and Amount of Last Payment fields will be compared to the payment history records within the system. If there is not an existing payment with the same date and amount, a payment is automatically created in the modules using these values. Users can view the records of these payments within the Payment History screen. Benefits  Quick and Easy Activation Once a relationship with FICS® is established, activating the FICS® connector in the system takes only minutes! Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple browsers and programs. All tools needed to access mortgage data from FICS® can be done directly in the platform. Resources FICS Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Reduce Redundant Data Entry Fields will automatically be imported into the system preventing duplicate data entry and saving users time allowing them to focus on other tasks. Daily Communication CPI data from InsurTrak is delivered daily, providing financial institutions with the most up-to-date and necessary insurance and claim information. These details can be used to drive views, workflows and reports. Reporting at Your Fingertips Dashboards provide detailed reporting of transaction statuses. Quickly and easily monitor your staff’s activity. Reports may be sorted by a specific user (or by all users), filtered by any given date range, and exported to Word or Excel. Schedule Recurring Payments Recurring ACH transactions may be scheduled using checking accounts or savings accounts. In addition, the SWBC Payments connector provides your staff the ability to print the NACHA required written authorization form. Field Call Reports Field Call Reports are also available in the platform when using the NCCI connector for service requests that have been completed. Of course, these can be printed and are always stored in association with the account. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

NCCI – Connector Submit Field Call and Loss Mitigation Requests. Integrated to the Temenos LMS Collection and Recovery Module. NCCI Connector img The NCCI connector provides the ability to submit requests including real-time field calls and property inspections to NCCI through the collection workflow or directly through a NCCI screen within Temenos LMS Collection. Key Features Outsource Face-to-Face Collections The NCCI connector provides the ability to assign a NCCI field representative to contact your account holder face-to-face by the addition of the connector to the Temenos LMS Collection and Recovery modules. Batch and Real-time Capable Once the NCCI connector is activated, your financial institution will have the ability to send accounts individually or in batch. Select the option that works best for you by using the NCCI workflow steps. Field Call Service to Fit Your Needs Order the services that best suit your needs. 1-Run attempt field calls are available for all loan types while 3-Run attempt calls can be used for mortgages, loss mitigation, or custom modification services. A 3-Run Field Call is a series of three separate attempts made to a borrower’s residence or place of employment in an effort to achieve right party contact. 4. Mitigate Repossession or Foreclosure – Mitigate losses in lieu of repossession or foreclosure. Implementing a process that includes property inspection and field calls at early-stage delinquency may help your financial institution alleviate the need for repossession or foreclosure. Benefits Track Progress through Dashboards and Reports Twice daily, “batch” information is pulled from the NCCI web service Submit Field Call and Loss Mitigation Requests and stored in the Temenos database for use in reports, views and dashboards. This provides you with accurate, timely information at your fingertips. Professional Approach Remove the stress of contacting a delinquent account personally with NCCI’s field representatives who are trained to treat delinquent account holders with dignity, sincerity and professionalism while efficiently reconnecting you with your borrower. Resources NCCI Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo NCCI Dashboard Web Part A custom NCCI connector web part populates within the system for inclusion in one or more dashboards. The new web part contains three pie charts: Open Orders by Type, Orders Placed by User- Last 30 Days, and Completed Orders- Last 30 Days. Daily Communication CPI data from InsurTrak is delivered daily, providing financial institutions with the most up-to-date and necessary insurance and claim information. These details can be used to drive views, workflows and reports. Reporting at Your Fingertips Dashboards provide detailed reporting of transaction statuses. Quickly and easily monitor your staff’s activity. Reports may be sorted by a specific user (or by all users), filtered by any given date range, and exported to Word or Excel. Schedule Recurring Payments Recurring ACH transactions may be scheduled using checking accounts or savings accounts. In addition, the SWBC Payments connector provides your staff the ability to print the NACHA required written authorization form. Field Call Reports Field Call Reports are also available in the platform when using the NCCI connector for service requests that have been completed. Of course, these can be printed and are always stored in association with the account. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

Securian Financial – Connector Manage Debt Protection and Credit Insurance Information with the Securian Connector. Integrated to the Temenos LMS Collection and Recovery Module Securian Connector img The Securian Connector provides a real-time interface that allows users to access Securian’s claim system that gives you the ability to submit, track policy claims, and upload documents for credit protection directly within Temenos LMS Collection. Key Features Claim Tracking and Filing Debt Protection or Credit Insurance claims can be initiated and tracked directly in the system. Using the Securian Claims Tracking Screen, customers can monitor claim details (such as claim summary, and protected person’s information), loan details, documents and comments. Real-time Interface The Claim Tracking Screen is populated using real-time information, allowing the direct transmission of the most current claim information to and from Securian to be viewed in the Collection module at any time. In addition, a Claim Submission will be sent to Securian in real-time which shortens the duration of the claim. CPI Workflow Steps Take advantage of built-in workflow steps which allow users to file a claim, submit insurance information or stop tracking activities due to repossession. This functionality prevents the need to move outside of the platform for daily CPI tasks. Benefits Eliminate Redundant Data Entry Reduce the amount of time spent toggling between multiple systems and manually transferring information from one system to another. This connector allows Securian claim information to be referenced directly within the Collection module. Eliminate the Need for Multiple Touchpoints Whether creating new claims or answering member inquiries, the credit union front line staff can access member claim status quickly and directly in the Collection module, rather than waiting for an update from their administrative team. Resources Securian Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Reduce Errors Reduce transaction errors through ABA verification and real-time card authorization. Daily Communication CPI data from InsurTrak is delivered daily, providing financial institutions with the most up-to-date and necessary insurance and claim information. These details can be used to drive views, workflows and reports. Reporting at Your Fingertips Dashboards provide detailed reporting of transaction statuses. Quickly and easily monitor your staff’s activity. Reports may be sorted by a specific user (or by all users), filtered by any given date range, and exported to Word or Excel. Schedule Recurring Payments Recurring ACH transactions may be scheduled using checking accounts or savings accounts. In addition, the SWBC Payments connector provides your staff the ability to print the NACHA required written authorization form. Additional CPI-Related Fields and Data Integration Pertinent CPI data is uploaded and housed within the system for easy creation of workflows and reports. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

State National – CPI State National Connector Collections and Collateral Protection Insurance Made Easy. Integrated to the Temenos LMS Collection and Recovery Modules. swbc logo img Simplify daily collection processes by connecting Collateral Protection Insurance (CPI) from InsurTrak, State National’s online insurance tracking system of CPI management, to Temenos LMS Collection. With the CPI State National connector, you will: See a borrower’s entire insurance history for the lifecycle of the loan, make decisions faster and with more confidence, and save your staff time. Key Features Real-Time Loan Tracking View insurance and claim submission status in real-time through a dedicated State National InsurTrak screen with the connector, providing immediate updates to your personal workspace. The connector also includes all loan details such as complete history of every transaction with State National and all current and past CPI placements. Simple Claim Submission Easily initiate, update and track CPI claims via the connector. With the ability to attach receipts and reports to a claim, the submission process is convenient and seamless. CPI Workflow Steps Take advantage of built-in workflow steps which allow users to file a claim, submit insurance information or stop tracking activities due to repossession. This functionality prevents the need to move outside of the platform for daily CPI tasks. Benefits Reduced Redundant Data Entry Utilize the connector to pre-populate data fields on a claim submission and proof of insurance submission, reducing time spent on redundant data entry. Quick and Easy Activation Activating the CPI State National connector in the system takes only minutes once a relationship is established with State National. Resources CPI State National Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Reduce Errors Reduce transaction errors through ABA verification and real-time card authorization. Daily Communication CPI data from InsurTrak is delivered daily, providing financial institutions with the most up-to-date and necessary insurance and claim information. These details can be used to drive views, workflows and reports. Reporting at Your Fingertips Dashboards provide detailed reporting of transaction statuses. Quickly and easily monitor your staff’s activity. Reports may be sorted by a specific user (or by all users), filtered by any given date range, and exported to Word or Excel. Schedule Recurring Payments Recurring ACH transactions may be scheduled using checking accounts or savings accounts. In addition, the SWBC Payments connector provides your staff the ability to print the NACHA required written authorization form. Additional CPI-Related Fields and Data Integration Pertinent CPI data is uploaded and housed within the system for easy creation of workflows and reports. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

SWBC – Payments Streamline the Payment Process with SWBC Payments. Integrated to the Temenos LMS Collection and Recovery Module. swbc logo img The SWBC Payments connector provides direct integration to SWBC’s Electronic Cash Management (ECM) tool for highly secure and efficient electronic ACH and card transactions within Temenos LMS Collection. Key Features Collect Payments by Phone The SWBC Payments connector has the ability to collect single payments using checking accounts, savings accounts or debit/credit cards. Build the workflow to fit your institution’s unique needs. Fully Integrated with Workflow Activities Once activated, ECM is an available step type that can be easily added to new or existing workflows. In addition, the SWBC Payments connector improves promise to pay efficiencies and effectiveness by providing the option to schedule transactions based on newly created promises to pay. The flexibility is yours to manage. Apply Payments to Multiple Accounts in One Transaction Your staff has the ability to initiate payments for multiple accounts using one transaction. As an example, a borrower may pay their auto loan and their credit card without your staff having to key in two separate transactions. Benefits Reduce Collection Costs The SWBC Payments connector gives you the ability to run secure transactions through the system rather than manually processing checks or going outside the platform to process payments. Improve Collection Time and Reduce Delinquency Electronically process payments and collect funds while on the phone with the debtor. Resources SWBC – Payments Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Reduce Errors Reduce transaction errors through ABA verification and real-time card authorization. Seamless Transfer of Loan File Data The SWBC Insurance connector enables the secure download of your loan file on a daily basis for both auto and mortgage portfolios. Daily updates such as address changes, paid-off loans, refinances, bankruptcy and other collection flags are captured faster, resulting in more accurate borrower communication. You control the transmission frequency and schedule, and you can change or add collateral codes without IT involvement. Utilize one secure communication channel to facilitate both collection and collateral insurance tracking requirements, and at the same time, eliminate the need for an external loan file with updates to SWBC. Reporting at Your Fingertips Dashboards provide detailed reporting of transaction statuses. Quickly and easily monitor your staff’s activity. Reports may be sorted by a specific user (or by all users), filtered by any given date range, and exported to Word or Excel. Schedule Recurring Payments Recurring ACH transactions may be scheduled using checking accounts or savings accounts. In addition, the SWBC Payments connector provides your staff the ability to print the NACHA required written authorization form. Additional CPI-Related Fields and Data Integration Pertinent CPI data is uploaded and housed within the system for easy creation of workflows and reports. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

SWBC – Loss Mitigation Manage SWBC Loss Mitigation through Temenos. Integrated to the Temenos LMS Collection and Recovery Module swbc logo img The SWBC Loss Mitigation connector delivers a unique suite of insurance and collection services within Temenos LMS Collection, including service requests for field contact work, asset recovery, repossession, remarketing with online or live auction sales, as well as submission and tracking of collateral protection claims. Key Features Easily Initiate and Track Requests for Loss Mitigation Services Account-level screens, designed specifically to monitor loss mitigation service requests, allow for the creation, tracking and management of requests within a single system. Automate Batch Orders The SWBC Loss Mitigation connector provides functionality to automatically take action on accounts meeting specific criteria. Through powerful configuration controls, you can configure your environment to automatically submit repossession orders. Conveniently Track Claim Status Never lose track of a claim again! The system provides a virtual claim file for research and quality control. View appraisals, digital images of the damaged collateral, ACV, and damage estimate for an up-to-the-minute review of your claim directly within Temenos LMS Collection. Benefits Simplify Processes and Communication Create a routine audit trail to eliminate errors, reduce compliance exposure, and streamline your communication. Build Strategies that Suit Your Risk Needs Leveraging industry-leading technology and best-in-class service providers allows you to create your own customized suite of services. Build a strategy tailored to you, starting with field contact work where a personal visit is made to your borrower in order to re-establish contact with your institution, then moving to repossession and skip with either a direct agent model or by utilizing one of our preferred forwarding providers – ultimately getting to the point where you sell the collateral online or through live auctions. Resources SWBC – Loss Mitigation Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to create, update and submit insurance requests can be found in the system. Seamless Transfer of Loan File Data The SWBC Insurance connector enables the secure download of your loan file on a daily basis for both auto and mortgage portfolios. Daily updates such as address changes, paid-off loans, refinances, bankruptcy and other collection flags are captured faster, resulting in more accurate borrower communication. You control the transmission frequency and schedule, and you can change or add collateral codes without IT involvement. Utilize one secure communication channel to facilitate both collection and collateral insurance tracking requirements, and at the same time, eliminate the need for an external loan file with updates to SWBC. Real-time View of Loss Mitigation Information Information regarding your loss mitigation service requests is received in real time, allowing you to make more informed decisions. All comments, attachments, notes, claim statuses, etc. are housed within the Notes section of the connector and in the workflow history, giving you a complete and up-to-date view of all the work being performed on the account. In addition, you’ll be able to manage offers and bid on your remarketing collateral right from the connector. Never Miss a Step As updates occur to service requests, alert emails are sent automatically. This prompts staff to take action, utilizing a pre-defined business strategy to move the service request from field contact to repossession, to claim initiation and settlement, and to remarketing. In addition, this technology assists you with enhanced remarketing features that allow you to set your floor price and manage bids and offers. Additional CPI-Related Fields and Data Integration Pertinent CPI data is uploaded and housed within the system for easy creation of workflows and reports. Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to initiate and track SWBC Loss Mitigation service requests can be found in the platform. Stay One Step Ahead All loss mitigation information is displayed in real time, eliminating errors made due to inaccurate or outdated information. In addition, standardized workflows ensure the collection process is done exactly as you have defined every time.

SWBC – Insurance Connector Total Management of Insurance Information with SWBC. Integrated to the Temenos LMS Collection and Recovery Module. swbc logo img The SWBC Insurance connector enables institutions to access policy details, create and track claims, and transmit the loan data file for SWBC’s Collateral Protection Insurance (CPI) directly from Temenos LMS Collection. Key Features  Easy Access to Current Insurance Status Access current insurance information directly from Temenos LMS Collection. The connector provides a quick snapshot of the insurance status, agent, company, and all other pertinent details at the touch of a button. Easy Access to Insurance Tracking Information Real-time data is presented, allowing your collection team to make more informed risk management decisions. Insurance tracking history includes customer service notes, scanned documents, web updates, notification letters and converted .wav files of all recorded inbound/outbound phone calls. Conveniently Track Claim Status Never lose track of a claim again! The system provides a virtual claim file for research and quality control. View appraisals, digital images of the damaged collateral, ACV, and damage estimate for an up-to-the-minute review of your claim directly within Temenos LMS Collection. Benefits Reduce Data Entry Requirements When creating a new claim, fields are mapped to pre-fill with data from the application, reducing the amount of data entry required. Connect the Dots to Asset Recovery Disposal Leverage the power of the software to complete your collection efforts by integrating the SWBC Insurance screen to connect the insurance process with the asset recovery and disposal function. Resources SWBC Insurance Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Eliminate the Need for Multiple Programs Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to create, update and submit insurance requests can be found in the system. Seamless Transfer of Loan File Data The SWBC Insurance connector enables the secure download of your loan file on a daily basis for both auto and mortgage portfolios. Daily updates such as address changes, paid-off loans, refinances, bankruptcy and other collection flags are captured faster, resulting in more accurate borrower communication. You control the transmission frequency and schedule, and you can change or add collateral codes without IT involvement. Utilize one secure communication channel to facilitate both collection and collateral insurance tracking requirements, and at the same time, eliminate the need for an external loan file with updates to SWBC. Seamless Transfer of Loan File Data The SWBC Insurance connector enables the secure download of your loan file on a daily basis for both auto and mortgage portfolios. Daily updates such as address changes, paid-off loans, refinances, bankruptcy and other collection flags are captured faster, resulting in more accurate borrower communication. You control the transmission frequency and schedule, and you can change or add collateral codes without IT involvement. Utilize one secure communication channel to facilitate both collection and collateral insurance tracking requirements, and at the same time, eliminate the need for an external loan file with updates to SWBC. Robust Reporting Robust reporting is offered and includes promise and payment dashboards and third-party field audits. Additional CPI-Related Fields and Data Integration Pertinent CPI data is uploaded and housed within the system for easy creation of workflows and reports.

SWBC – AP Account Services Connector Outsource Collections with SWBC AP Account Services. Integrated to the Temenos LMS Collection and Recovery Module. swbc logo img The SWBC AP Account Services connector gives institutions the ability to outsource collection calls using SWBC’s AutoPilot® Account Services. Key Features Automatic Account Transfers to SWBC Accounts are flagged to be transferred within Temenos LMS Collection using the system’s Collection Queue functionality, and files are transmitted automatically to SWBC each day. Transfer Information through a Secure FTP Site Feel safe transmitting data through a secure FTP channel. Use of the Temenos System by SWBC Collectors The system is used at both your institution and SWBC. This allows accounts to be transferred quickly and worked in a consistent manner. Benefits Simple to Improve Right Party Contracts Institutions benefit from the convenience and flexibility of outsourcing collections, including evening and weekend calls, using the AP Account Services connector. Improve Collection Time and Reduce Delinquency Let SWBC do the work for you! Increase the amount of time spent working delinquent accounts and collecting funds without having to increase staff. Resources SWBC – AP Account Services Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Use of Temenos LMS Collection by SWBC Collectors Define which queues are sent to SWBC based on the individual needs of your organization. The types of queues transferred can be modified at any time. Robust Reporting Create and distribute customized reports using the TriVerity connector. The intuitive reporting capabilities within the system will allow your institution to accurately and easily generate reports within minutes. Automatic Account Updates Each morning, before the Queue Refresh process, the system checks SWBC’s server for account updates. Any new workflows, comments, payments, and promises are downloaded and applied to the platform. Robust Reporting Robust reporting is offered and includes promise and payment dashboards and third-party field audits.

TriVerity – TriVerity Connector Streamline the Charge-Off process with TriVerity. Integrated to the Temenos LMS Collection and Recovery Module. TriVerity img The TriVerity connector is a fully integrated and streamlined connector for placing and managing charge-off accounts. TriVerity has been integrated with Temenos LMS Collection since 2009 and was one of the original outsourcing connectors. Key Features Charge-Off Collections TriVerity performs collection work on all types of delinquent or charged-off loans on a contingency basis, including small balances as low as $50 and overdraft share accounts. Seamless Account Transfers The TriVerity connector allows financial institutions to set user-specified criteria which will automatically send charge-off accounts to TriVerity. The accounts will be worked by TriVerity on behalf of the institution. Automatic Account Updates Accounts provided to TriVerity are automatically updated through a daily process via the platform. Keep track of how an account is being handled by monitoring any updates made to the account. Benefits Reduce Time Spent on Charge-Off Accounts The TriVerity connector eliminates the need to prepare and place charge-off accounts. It also simplifies the process of tracking the collection activity on those accounts. Use the time saved to increase coverage on your performing loans. Maximize Recoveries TriVerity has been working credit union charge-offs since 1990. Over time, they have developed processes that have resulted in the collection of over 265 million dollars for the 2,700 credit unions they have served. Let them put what they’ve learned about charge-off recovery to work for you. Resources TriVerity Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo Around the Clock Service Feel confident, knowing your institution’s accounts are being handled by professionals. Specifically trained to collect on past due accounts, TriVerity’s soft-touch, member-focused approach and 24/7 service, will provide the results you expect from an industry-proven collection agency. Robust Reporting Create and distribute customized reports using the TriVerity connector. The intuitive reporting capabilities within the system will allow your institution to accurately and easily generate reports within minutes.

Xpress Data Inc. – XDI Connector Streamline Account Holder Communications with XDI. Integrated to the Temenos LMS Collection and Recovery Module XDI Connector img The XDI connector gives institutions the ability to outsource printing and mailing to Xpress Data, Inc. (XDI). Letters created within Temenos LMS Collection can be exported to XDI for delivery via FirstClass or Certified Mail, saving your institution time and money! Key Features Complete Automation With the XDI connector, letters generated during the Send Letter workflow are automatically flagged to be sent to XDI based on user-defined criteria. XDI receives a delimited data file, used to compose the letters, each morning through a daily import. Access to all Documents Quickly access all XDI documents and delivery information within the person workspace for easy letter tracking. The XDI Document Index Screen provides a complete list of documents for the current account that are generated through the system and stored by Xpress Data. Quick Delivery Letters received by 11 AM Pacific Time are typically printed and mailed the same day via First-Class or Certified Mail; or uploaded for electronic presentment. Benefits Save time Let Xpress Data do the work for you! Rather than spending time printing and mailing letters and notices, focus on the other key functions of your business. Save money Xpress Data offers reduced postage rates and lowers the number of pieces sent by combining multiple letters that are addressed to the same person into one envelope. Resources XDI Connector Download data sheet Allied CPI Connector Download data sheet Request a Demo Request a Demo  Increase Letter Quality Xpress Data uses enhanced formats and laser printing to increase the quality and effectiveness of letters and notices.