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Automatically generated document placeholders

Question: 
How can automatically generated document placeholders help prevent missing documents?
Answer: 

One commercial loan could potentially have multiple documents that must be collected on a recurring basis. For banks, this can lead to oversights and missing documents. One strategy for overcoming this involves using a tracking system that automatically creates document placeholders on a predefined basis, which then triggers exceptions for reporting purposes.

Learn more about document tracking.

Vendor: 

AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 01/22/2023

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