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Automatically generated document placeholders

How can automatically generated document placeholders help prevent missing documents?

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.


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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