This session will focus on the latest developments in AppLink. Please join us to hear about our new branding and new features; learn insights on how other clients are leveraging technology to expand loan origination growth as well as a peek into what’s coming next.

1. TAKING YOUR APPLINK
IMPLEMENTATION TO THE NEXT
LEVEL
Presenters: Doug Johnson and Rusty Garner

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Session topics
• What’s the latest?
– New branding
– Client “Hot Topics”
• New options and how clients using them
• What’s coming next?

3. WHAT’S THE LATEST?

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Have you heard about our new branding?
Previous name New name
AppLink Data Interchange
AppLink Branch Custom Branch Loan Application
AppLink Internet Custom Online Loan Application
AppGen Turnkey Online Loan Application
LaserPro export Automated doc prep export
(LaserPro)
Imaging Imaging system integration
Customer Portal

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What are the “hot topics” with many clients?
• Imaging system integrations
• New third party service provider interfaces for RIMs
• Customer Portal
– Save & Recall, DocuSign, Drag and Drop attachments
• Integration with LenderLink for core system new loan set-up
• Supporting the Beneficial Ownership (Customer Due
Diligence) regulation

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“Hot topics” – Imaging integration
Current integrations:
• Image Centre / FIS / Vision Content
• ARX
• Nautilus / OnBase / Unity
• Synergy
• Director
• Directly to File System
• Framesoft
• ImageNow
• FORTIS
• AccuSystem
Efficiency gains
• Eliminates manual work by
back office
• Better attachment naming
in BHOS
Lessons learned
• Change management
• A few minute more on the
front end to attach but huge
gains on the backend

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“Hot topics” – Third party service providers
• New integration with the RIMs system for valuations
– Real Estate appraisals and environmentals
– Order and receive appraisal information
– Attached to BHOS application
– Launched from the “Details Page”
• Brief demo

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“Hot topics” – Customer Portal new options
• Save & Recall
• e-Signatures (DocuSign)
• Enhanced “Drag and Drop” - multiple attachments
• Brief Demo

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“Hot topics” – Integration with LenderLink
Current integrations:
• COCC Insight
• FIS Horizen
• Fiserv
– DNA
– TotalPlus
– Houston
– Cleartouch
– Premier
• Jack Henry
– Silverlake
– 20/20
– Core Director
• Partnership with Lowenstein
and Associates
• Integration with core systems
for new loan set-up
• Robust data set for with our CSi
option (BHOS plus doc prep
data)
• Available without CSi but will
have BHOS data only

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“Hot topics” – Customer Due Diligence
• Standard feature available on request
– Add this standard feature to your system
• Any additional changes will require a SOW
• Will be scheduled into our workload
– Will go beyond May regulatory date
– BHOS CDD form is available now to help you comply
• New tab in the Custom Branch Loan Application
• Approximately 75 BDFs
– Strategically named to capture the controlling owner
• Plus up to 5 owners on each applicable business

11. WHAT’S COMING NEXT IN DATA
INTERCHANGE?

12. Confidential & Privileged DocumentConfidential & Privileged Document
What’s coming next in Data Interchange
• New Turnkey Online Loan Application UX
• Continued innovation…

13. QUESTIONS AND OPEN DISCUSSION
• Doug.Johnson@BakerHill.com
• Rusty.Garner@BakerHill.com

14. Questions?