De Hypotheker Associatie14/06/2016
De Hypotheker Associatie, a national mortgage consultancy firm in the Netherlands, has all its applications processed centrally so its 160+ branch offices and 1100 employees throughout the country could maintain a maximum focus on their main activity: advising clients on mortgages and associated financial matters. During the process of replacing their old Total Advice System (TAS), DHA brought Hyarchis in to handle the document creation aspect, including a link to Hyarchis Document Management for responsible digital archiving. It is a crucial feature of the advice provided by De Hypotheker.
“Mortgages involve large quantities of documentation, much of which is highly complex, and extensive communication between clients and our people in the local offices. Those communications have to be consistent, up-to-date and appropriate at all times and from all locations, and should be documented accordingly. This allow us to check at any time what advice was provided, what the client wanted, why a certain mortgage format was recommended, why each choice was made, and so on. The overall process surrounding those communications is essential to our continued existence,” says Matthijs de Zoeten, Head of Information Technology and Services at DHA.
DHA was already using the Hyarchis Document Management system for its electronic dossiers and archives. The system has already been deployed at all the DHA offices, making it possible for them to communicate about clients with each other and with the head office in Capelle aan den IJssel. De Zoeten: “We have good experiences with the system, since our consultants can access all client dossiers electronically, obviously subject to stringent security.
DHA had explicitly requested that all outgoing communications should be arranged centrally. That would allow us to maintain strict control of document flows, processes involving document flows, the contents of the documents themselves, the underlying business rules based on laws and regulations, and so on. Consistent, reliable, trackable. That’s what it’s all about in this business.”