The BigwigOffice.com I.M.S is a financial workflow application. It was developed specifically
for Bigwig Office, Inc of Casper, WY USA.
BigwigOffice.com has revolutionized the small business outsource model by reducing the overhead
of individual departments to bring you all the resources you need in a solution that’s not only collaborative,
but cost-effective as well. BigwigOffice.com provides these resources within a packaged pricing module to make
even small budgets solve big problems.
The application is used both internally and externally by these groups: lenders, clients, business
partners, application administrators, client service representatives, underwriters, accountants, and
developers. Each user group has a dynamic login, restricted by role-based security.
Secure workflow menu screen for client service representatives and application administrators.
Similar to a portal, BigwigOffice.com I.M.S. is a financial application that caters to partners, lenders
and clients alike. The application processes and monitors the progress (or stage) of the loan package in
the form of workflow. The loan package starts with a client application and progresses through various states,
first handled by a client service representative, then loan assignment by an underwriter, and finally terminating
when all the loans in the package are paid or cancelled by the accountant.
Clients may apply for a loan online through a client service representative or through a partner. When a
client applies online, BigwigOffice is set as the default partner. If a client applies through a third-party
partner then the client will be associated with this company instead.
As soon as the application is submitted, four emails are automatically sent through the workflow system. Once
the application’s stage is marked received, it will be reviewed by a client service representative. The application
moves through each stage upon completing the previous stage’s requirements. At every stage, automatically generated
emails are sent which may ask for specific information, notify that requirements have been met or received; or notify
the applicant of the application’s status. The application is complete when all initial requirements are satisfied.
Once this occurs, the workflow moves to the loan assignment and amount appropriation processes passing through
another set of stages until the loans are paid or cancelled.
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