Skip to content

Basic Functionality for Loan Document Management Software

Question: 
What are the basics we should look for in a loan document management app?
Answer: 

Features vary by vendor, but at a minimum, look for a system that makes it easy to manage: multiple collaterals, cross collaterals, related entities, additional guarantors, comments, flex fields, branch security, and credit / account classifications.

______________________
Download a free vendor comparison checklist.

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 08/23/2020

Filed under: 
Filed under lending as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics