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Basic Functionality for Loan Document Management Software

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

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.


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

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